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.

Joshua Collier is a Series 66 licensed financial advisor with 11 years of industry experience. He previously worked at Edward Jones from 2015 to 2026 and has been with Raymond James Financial Services Advisors, Inc. since 2026. Collier is also the owner of Triple J Tactical, an LLC based in Ellettsville, IN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a range of advisory programs and institutional consulting services.

Travis Feuerbach is a financial advisor with LPL Financial in Indianapolis, IN, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he founded and directs the U.S. Angler's Choice Tournament Trails Inc., a fishing tournament organization. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Adam Faust is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

Nathan Weddle is a financial advisor with Raymond James & Associates in Carmel, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner in First Heartland Wealth Management LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, charitable organizations, and municipal entities—and offers financial planning, non-discretionary investment consulting, wrap fee advisory programs, and institutional consulting services.

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.

Robert Nash II is a financial advisor with Cambridge Investment Research Advisors in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated entity since 2009. Outside of his advisory role, Nash owns a consulting business and participates in referral activities related to estate planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of portfolio management and platform arrangements tailored to client objectives.

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.

Paul Keaton is a financial advisor at Morgan Stanley in Indianapolis, IN, with 5 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2019, following roles at US Tech, Major, Lindsey & Africa, Trustpoint, and Compliance DS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

Nolan Schloneger is a financial advisor at Edward Jones in Indianapolis, IN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Barnes & Thornburg LLP and Indiana University Robert H. McKinney School of Law. Nolan has also worked in banking and consulting roles early in his career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Foster is a Series 66-licensed financial advisor with Thrivent Investment Management in Greenwood, Indiana. He has one year of industry experience and previously worked for Indiana Connections Academy for 12 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across various financial topics. The firm’s approach separates planning from implementation and managed-account services, offering clients a consolidated billing option called “WealthPlan.”

Jennifer Mills is a Series 66 licensed financial advisor with Merrill in Indianapolis, Indiana, with nine years of industry experience. She has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Tucker is a financial advisor with Ameriprise in Noblesville, IN, holding a Series 66 credential and 19 years of industry experience. He has been with Ameriprise and its affiliate since 2007. Outside of his advisory role, he is involved in business ownership through TLT Management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team to provide non-discretionary, research-driven recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies.

Rhonda Denzio is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 designation. She has worked at Raymond James since 2008 and operates a separate business, Denzio's To Go, since 2012. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and investment consulting with a range of portfolio management styles and affiliated research.

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.

John Penola is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, Penola worked at Sprint Corporation and Stryker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Morgan Pietras is a Series 66 licensed advisor with three years of industry experience, currently with Cetera. Prior to joining Cetera, Pietras has held roles at Promise Advisory Group and has experience in life, health, and annuities insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.