Logan Creager is a financial professional at Cetera with 15 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at Charles Schwab in various roles from 2010 to 2024. He is also involved with Brunette & Associates and operates Artistic Strategies, both financial services businesses. Cetera is an SEC-registered adviser that delivers services through a large network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers, managing over $256 billion in assets.

Brett Nanna is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company, Eagle Strategies (NY Life), Guardian Life Insurance Company, and Park Avenue Securities. In addition to his advisory work, he is also engaged in outside insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized programs including divorce and estate-settlement planning.

Kirsten Robinson is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at UBS Financial Services for six years. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Matthew Klink is a financial professional based in Indianapolis, IN, with five years of industry experience. He holds a Series 66 designation and is currently affiliated with Cetera. Klink has been involved with multiple financial services entities, including Klink Wealth Management LLC, Artistic Strategies, and Artistry Wealth. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors and approximately 800,000 clients.

Adrienne Hart is a financial advisor with UBS Financial Services in Indianapolis, IN, holding a Series 66 designation and 21 years of industry experience. She has worked at Merrill since 2004 and spent ten years at Bank of America prior to joining UBS in 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Connor Dispennett is a Planning Consultant with experience in financial services and client relationship management. He has worked in various roles including Relationship Manager and Financial Representative at Fidelity Investments from 2021 to 2024, and Prospecting Manager at State Farm Insurance from 2019 to 2021. Connor focuses on understanding the unique goals and ambitions of the families he works with to provide tailored financial planning support. He emphasizes building strong client relationships and assisting clients throughout their financial journeys. Outside of his professional work, Connor has personal interests that include baseball, canoeing, concerts, hiking, and movies.

Alexandra Parrish is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Securities America Advisors and The Spectrum Financial Group, where she was involved in insurance sales. Outside of her advisory role, she has been a sales representative for Mary Kay Inc. since 2012 and participates as a preferred member and director for Melaleuca The Wellness Company. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services with access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools and risk assessments to create diversified portfolios that can be managed on either a discretionary or non-discretionary basis.

Paul McIntosh is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed Inc and was involved with various insurance carriers. Outside of his advisory role, he serves as a board member for Rainmaker's Young Professionals and coaches football at Guerin Catholic High School and Brownsburg High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a wide range of advisory and brokerage services to individuals, retirement plans, institutions, and banks. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Jacob Moynihan is a financial advisor with Ameriprise in Indianapolis, IN, holding a Series 66 designation and over 15 years of professional experience. Prior to joining Ameriprise in 2025, he spent 15 years working with Seton Catholic Schools. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide annual, non-discretionary recommendation reports tailored to income sources and withdrawal strategies.

Miguel Rellita is a financial advisor with Charles Schwab & Co., Inc. in Carmel, IN, holding Series 66 and Series 63 licenses. He has two years of industry experience, including prior roles at Amazon and Aerotek, as well as a military background in the U.S. Army. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational support.

Vicki Stovall is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of her advisory role, she serves as a general partner and bookkeeper for a commercial and residential properties business and works as a consultant for a commercial sign shop. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jonathan De Haan is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. He has also been involved with Crestline Development since 2020 and provides tutoring services outside of investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by a broad platform and extensive non-advisory financial activities.

Thomas Russell is a financial advisor with Wells Fargo Advisors in Fort Wayne, IN, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. for 20 years prior to joining Wells Fargo Advisors in 2025. Outside of advising, he has a business ownership role with Stratim Group, Inc. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services, specializing in areas such as retirement, risk management, and business-owner transition planning. The firm combines advisory services with various financial products and offers tailored planning using its proprietary research and tools.

Kelly Cavanaugh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Fidelity Investments, Prudential Insurance Company of America, Fifth Third Bank, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement various investment strategies.

Ann Graef is a financial advisor at UBS Financial Services with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years before joining UBS in 2022. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial products and capital markets services.

Shane Cavanaugh is a financial advisor with LPL Financial in Greenfield, IN, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining LPL Financial in 2021, he worked at Wells Fargo Clearing Services and has been involved in CrossFit coaching and training roles. Outside of his advisory work, he serves as a part-time CrossFit coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a diverse network of over 22,800 advisors.

Kevin Mckay is a financial advisor with Wells Fargo Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. He serves on the Board of Directors for the Allen County Courthouse Preservation Trust. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu including cash-flow, retirement, education, risk, and wealth-transfer planning, as well as specialized services requiring specific advisor credentials.

Luke Walthall is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Prior to entering the financial industry, he spent four years working at Chick-fil-A and seven years in full-time education. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by research from Schwab Center for Financial Research.

Nicholas Meyer is a financial advisor at Wells Fargo Advisors with 10 years of industry experience. He previously worked at Charles Schwab for 10 years and The Leaders Group Inc for 2 years. Outside of his advisory work, he is involved with Mack Financial as a Qualified Plan Administrator and in sales and investment-related activities. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of financial planning and investment services that include specialized planning for business owners, sports and entertainment professionals, and other niche areas. Advisors use Wells Fargo’s research and tools to develop tailored recommendations delivered through client meetings and summary letters.

Courtney Willey is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 15 years of industry experience. She has worked at Cetera and related entities since 2019 and previously spent time with Foresters Financial Services. Outside of her advisory role, Willey was the owner of C & S Country Treats for 17 years. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures.