Advisors at this firm
Jonathan C
Series 66
Indianapolis, IN
Ch Douglas & Gray Wealth Management
Jonathan Cracraft is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, with 13 years of industry experience. He holds the Series 66 designation and has been with the firm since 2014. Outside of advising, he is noted as a father since 2026. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, emphasizing long-term, diversified portfolios aligned with client risk tolerance and employing equity index funds and ETFs as core holdings.
Christopher D
Series 66
Indianapolis, IN
Ch Douglas & Gray Wealth Management
Christopher Douglas is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN. He holds a Series 66 designation and has 24 years of industry experience. He has been with C.H. Douglas & Gray Wealth Management since 2007. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using equity index funds and ETFs as core investments.
Justin R
Series 65
Indianapolis, IN
Ch Douglas & Gray Wealth Management
Justin Rose is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, holding a Series 65 designation with four years of industry experience. His prior work includes roles at the Career and Civic Engagement Office and Winthrop University. In addition to advising, he is an independent insurance agent, a role he maintains outside of securities trading hours. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm emphasizes long-term, diversified portfolios aligned with clients’ risk tolerance, employing equity index funds and ETFs, and integrates behavioral economics into its investment approach.
James C
Series 65
Indianapolis, IN
Ch Douglas & Gray Wealth Management
James Cartright is a financial advisor at C.H. Douglas & Gray Wealth Management in Indianapolis, IN, holding a Series 65 designation. He has been with the firm since 2024 and has prior experience in various industries including insurance, healthcare, and business services. Outside of his advisory role, he works as an independent insurance agent. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm emphasizes long-term, diversified portfolios aligned with client risk tolerance, using equity index funds and ETFs, and integrates behavioral economics into its investment approach.
Doris R
Series 63, Series 65, Series 66
Indianapolis, IN
Ch Douglas & Gray Wealth Management
Doris Roberts is a financial advisor with C.H. Douglas & Gray Wealth Management in Indianapolis, IN, holding Series 63, 65, and 66 licenses and 15 years of industry experience. She has been with Red Wing Capital since 2010. Outside of advisory work, she serves as an auditor for CR Williams in Merrillville, IN. C.H. Douglas & Gray Wealth Management provides asset management, comprehensive financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187.2 million in assets, focusing on long-term, diversified portfolios aligned with clients’ risk tolerance and utilizing equity index funds and ETFs within a framework informed by modern portfolio theory and behavioral economics.
Thomas G
CFP®, CFA®, Series 63
Indianapolis, IN
Ch Douglas & Gray Wealth Management
Thomas Gray is a CFP® and CFA® with 18 years of experience in the financial industry. He is a member of the six-advisor team at C.H. Douglas & Gray Wealth Management in Indianapolis, where he has worked since 2007. Outside of his advisory role, he is an independent insurance agent. C.H. Douglas & Gray Wealth Management offers asset management, financial planning, and estate-planning services to individuals, households, trusts, corporations, and retirement plans. The firm manages approximately $187 million in assets, focusing on long-term, diversified portfolios aligned with client risk tolerance and using methods based on modern portfolio theory and behavioral economics.
Victoria H
Series 66
Indianapolis, IN
Ch Douglas & Gray Wealth Management
Victoria Hall is a financial advisor at Farther with two years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Investments and CH Douglas & Gray. In addition to her advisory role, she operates as an independent insurance agent. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.
Zinaida K
Series 65
Indianapolis, IN
Ch Douglas & Gray Wealth Management
Zinaida Kumok is a financial advisor at Farther with Series 65 credentials and no prior industry experience before joining the firm. She has worked at Farther since 2026 and has also been associated with C.H. Douglas & Gray Wealth Management and VTX Capital, LLC. Outside of finance, Kumok is president of Zina Kumok Inc., a freelance writing business she has operated since 2015. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, focusing primarily on ETFs, mutual funds, equities, and fixed income.