John Myres is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has worked at Cetera and its affiliated entities since 2022 and previously spent over eight years with Hancock Investment Services and Hancock/Whitney Bank. Outside of his advisory role, he has a partial ownership interest in farmland generating rental income. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers 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 across various program structures and custodial relationships.

Susan Smith is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. Her prior work includes roles at Avantax Insurance Services, Avantax Advisory Services, and First Command Advisory Services. Outside of her advisory work, she performs notary services in Texas and occasionally assists with front desk duties at a local vision clinic. Cetera is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified investment management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, discretionary and non-discretionary programs, and a variety of investment strategies.

Douglas Larson is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 65 licenses, and has 25 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. and Honkamp Krueger Financial Services. Outside of advising, Larson serves as a director of Larson Laboratory Eggs, Inc., a corporation owning farmland that is sharecropped. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options including model portfolios, third-party managers, and bespoke strategies.

Michael Fasano is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and its related entities since 2022, previously spending six years at Associated Investment Services, Inc. He is also a partner at Mutually Focused Financial Advisors, LLC, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, including access to affiliated and third-party managers, various program structures, and ongoing client supervision.

Nancy Forsyth is a financial advisor with Cetera, holding a Series 63 designation and bringing 19 years of industry experience. She previously worked at Avantax Advisory Services and Avantax Insurance Services and has operated Bluff Country Financial Services since 2007. Outside of her advisory work, she organizes Girl Scout meetings and coordinates cookie sales in Houston, Minnesota. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Kenneth Nelson is a financial advisor with Cetera in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Investors Capital Corp. and Morgan Keegan & Company, LLC. Nelson also serves as a guest lecturer at Duke University and NC State University, where he teaches a weekly class, and he is an economic commentator and author involved in various media activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across multiple program structures.

Colin Tooey is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including New York Life Insurance Company and MML Investors Services. Outside of his advisory role, Colin serves as president of the BNI Networking Three Rivers Chapter. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes both affiliated and third-party managers.

Richard Cepak is a CFP® with 39 years of industry experience, currently affiliated with Cetera. He has spent the majority of his career with Avantax-related firms from 1987 to 2025 before joining Cetera in 2025. Outside of advising, Cepak is involved in tax preparation and insurance sales through his own business activities. Cetera is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 independent advisors.

Michael Ortola is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at several firms, including Vanguard Group and Morgan Stanley, and currently provides financial advisory services through Netvest Financial, LLC. Outside of his advisory work, he is involved in real estate activities as an agent and owner of a real estate business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to third-party managers, operating a multi-manager platform with more than $256 billion in assets under management.

Nicholas Russo is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at several firms, including Allied Wealth Partners and Securian Financial Services Inc. Outside of his advisory role, Russo serves as vice-president on the board of the Tri-Boro Chamber of Commerce and participates in ALS research fundraising through his fraternity. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base that includes individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning, and access to third-party money managers.

Peter Silvis is a financial advisor with Cetera in Iselin, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior roles include positions at First Allied Advisory Services, Triad Advisors, and MSI Financial Services. Outside of his advisory work, he consults for Solar Landscape. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Ivy Liu is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and eight years of industry experience. Her work history includes roles at East West Bank, Charles Schwab, Bank of America, Merrill, HSBC, and JPMorgan Chase. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Shawn Wagner is a CFP® professional with 16 years of industry experience, currently affiliated with Cetera in West Chester, PA. Prior to joining Cetera, he worked at Vanguard in various capacities for 16 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporations, charitable clients, and institutional accounts. The firm offers multiple portfolio management and consulting services through a multi-manager platform and supports both discretionary and non-discretionary investment programs.

Patrick Ryan is a financial advisor with Cetera who holds a Series 66 credential and has one year of industry experience. He has worked with Cetera and Avantax firms since 2024 and also manages Van Buren Financial Group, LLC, where he provides tax planning, tax preparation, bookkeeping, payroll processing, and accounting consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Jeffrey Ott is a financial advisor with Cetera who holds a Series 63 designation and has 42 years of industry experience. He has worked at various firms including First Allied Advisory Services and Volker Financial. Outside of his advisory work, he serves as treasurer of the Tierrasanta Kiwanis Club/Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and affiliated partnerships.

Barbara Ernst is a financial advisor at Cetera with 22 years of industry experience. She holds the ChFC®, Series 63, and Series 66 designations. Her prior experience includes 11 years with Allstate Insurance Companies before joining Cetera in 2025. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and more than $256 billion in assets under management.

Dennis Notchick is a CFP® professional affiliated with Cetera, with 12 years of industry experience. He has held positions at firms including Stratos Wealth Advisors, Mariner Wealth Advisors, and Avantax, and currently operates Integrated Tax and Wealth Management, offering financial and tax planning services. In addition to advisory work, he is involved in tax preparation and insurance sales. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving a diverse client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a broad network of independent advisors.

John Delaney is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 23 years of industry experience. He has been with Cetera and affiliated firms since 2007 and also serves as a trust officer at First United Bank & Trust. Outside of his advisory role, he is chairman of the Cumberland Housing Alliance and vice chairman of the Housing Authority City of Cumberland. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services with a multi-manager platform that includes both affiliated and third-party managers.

Kenneth Eckhardt is a CFP® professional with 16 years of industry experience, currently serving at Cetera since 2010. He holds the Series 66 designation and has worked with Cetera Financial Specialists LLC since 2009. Outside of his advisory role, he is the treasurer of the Shiloh Cemetery Association and is involved as a lead research person and financial professional with Orchard Financial Group Inc. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Leslie Smith is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. Prior to joining Cetera in 2025, Leslie worked at Avalon, Avantax Advisory Services, and Cadaret, Grant & Co. Outside of advising, Leslie is involved with Avalon Position, a company providing printing, cybersecurity, and document management services to the legal and medical fields. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.