Broker Check



Anthony J. Bonanno

Chairman and President

317-846-5055 ext. 130

Tony Bonanno founded The Wellington Group, LLC in 1996. As President and CEO Tony leads the team in helping clients Bring Financial Dreams to Life.

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Thomas L. Cates, MBA, RICP®

Senior Partner

317-846-5055 ext. 122

Tom Cates joined The Wellington Group LLC in 1998 and became partner with the firm in 2002. He brings over 30 years of experience not only in the financial services arena but also in the insurance and commercial.

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Max Moritz, CFP®

Director of Wealth Management

317-846-5055 x127

Max Moritz joined The Wellington Group in January of 2015. He attended Purdue University where he earned a B.S. in Financial Counseling and Planning. Max is a CERTIFIED FINANCIAL PLANNER™ with his Series 7 and 66 licenses....

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Chandler Shively

Financial Professional

317-846-5055 ext125

Chandler is a graduate of the Kelley School of Business in Indianapolis where he earned a bachelor’s degree of science in finance with a minor in economics. He has a passion for helping others achieve their financial goals by...

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Cheryl Reynolds

Client Relations

317-846-5055 ext. 139


Cheryl has over 25 years as a business professional. She brings extensive organization and leadership experience to TWG. Her ability to communicate, follow-up, and assist our clients throughout the entire process are an excellent...

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