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Cate
John Cate, a financial advisor with the Cate Brunton Luc Group and a Hamilton County resident, was named to the 2025 Forbes “Best-in-State Wealth Advisors” list for over two decades of trusted leadership and client-focused service. He has also been recognized on the 2025 Barron’s “Top 100 Financial Advisors” and “Institutional Consulting Teams” lists.
As part of the Merrill Institutional Consulting Group, Cate directs client initiatives across multiple areas: investment management; fiduciary best practices; retirement planning services; and wealth preservation for private clients. He is a graduate of Ball State University.