Marcel Santos is a financial advisor at Cetera with 11 years of industry experience. He has held positions at Cetera since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. He holds the Series 63 and Series 65 designations. Santos maintains a website for his Cetera business, marcel­santoswealth.com. 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 range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with diverse program options and over $256 billion in assets under management.

Dane Bradford is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities and U.S. Bancorp Investments. He is also the founder of Eira Financial, LLC, a financial and insurance services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment programs, access to third-party money managers, and over $256 billion in assets under management.

Jeremiah Patterson is a CFP® with 20 years of experience in financial services. He currently works at Cetera and has held positions at Concourse Financial Group Securities Inc and Harvest Investment Services, LLC. Outside of his advisory role, he provides occasional notary services for clients at no charge. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Kelly Arias is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Comprehensive Retirement Solutions, Innovest Financial Partners, and VALIC Financial Advisors. Arias serves as a member of the Financial Planning Association chapter's public relations committee, where she writes and edits personal finance articles and participates in public media appearances. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring discretionary and non-discretionary program structures and a variety of investment options.

Gary Frisch is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has held roles with firms including Avantax and 1st Global Advisors and serves as trustee for multiple trusts and estates. Frisch is also involved in nonprofit governance as treasurer on the board of directors for Sun City Area Interfaith Services, Inc. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Bodhi Anderson is a Series 66-credentialed financial advisor with Cetera, based in Sandy, Utah, and has been with the firm since 2026. Prior to Cetera, he held roles at Travelers Insurance, The Scion Group, and has experience connected to Arizona State University. 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 various portfolio management options and a range of program structures, supported by over 10,000 advisors and $256 billion in assets under management.

Carissa Casagrande is a financial advisor with Cetera in Melville, NY, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Wealth Services, Avantax Advisory Services, and PricewaterhouseCoopers, among other firms. Casagrande is also an accountant at Koval & Casagrande CPAs, PLLC, where she provides financial planning, investment assistance, and tax preparation services. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various model portfolios and third-party managers.

Lee Gibson is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera and its related entities since 2025 and previously spent 12 years at Concourse Financial Group Securities Inc. In addition to his advisory role, Gibson is involved in manufacturing and sales of a proprietary design product under a commission agreement. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Thomas Olbrich is a financial advisor with Cetera, holding the ChFC® designation and the Series 63 license, and brings 39 years of industry experience. His prior work includes roles at LPL Financial and INVEST Financial Corp. Outside of his advisory work, he serves as a board member for the Moorestown Lacrosse Club and is involved with the Foxtail Homeowners Association architecture committee. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform with options ranging from model portfolios to customized strategies.

Grant Peyron is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and also serves as a financial strategist at Corporate Central Credit Union since 2021. Outside of his advisory roles, he is involved in multiple financial service activities, including working with SimpliCD and QuantyPhi platforms. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program and custodial structures.

Riley Knake is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked with firms including Pacific Life Insurance Company and D.A. Davidson & Co. Riley is the owner of RK Financial LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, including access to third-party managers and various program structures, supported by its scale of over $256 billion in assets under management.

Joseph Sensi is a financial advisor with Cetera Investment Advisors LLC, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His prior roles include positions at Ameriprise, TFS Securities, and Guardian Life Insurance Company. Outside of advisory work, he serves as Vice President of Employee Benefits Sales at Nottingham Agency, Inc. Cetera Investment Advisors LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Nicole Shao is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. Her prior positions include roles at JP Morgan Chase Bank and City National Securities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Blake Tighe is a financial professional at Cetera with a Series 66 designation and one year of industry experience. He has held roles at Cetera Wealth Services, Renaissance Financial, and Iowa State University. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Sean Cooney is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and six years of industry experience. His career includes roles at Renaissance Financial Corp, Minnesota Life Insurance Company, Securian Financial Services, and Wells Fargo Advisors. Outside of his advisory work, he serves as a committee leader for the Cystic Fibrosis Foundation’s Gateway Chapter, where he is involved in planning charity events and coordinating sponsors. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Christian Diegel is a CFP® with 20 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience at Edward Jones. Diegel also serves as managing member of Chawoogie Buckaroo LLC, a real estate holding company. Cetera is a large nationwide advisory firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering a range of investment strategies through discretionary and non-discretionary programs.

Nicklaus Higgins is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp. and Minnesota Life, among other firms. Higgins is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving 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 through a multi-manager platform with access to both affiliated and third-party managers.

Jon Weinstein is a CFP® with 54 years of industry experience, currently advising at Cetera since 2023. He has worked at Cetera Wealth Services, LLC since 2013 and has operated Jon Weinstein Associates in affiliation with CFM for over three decades. Outside of advisory work, he serves as a FINRA arbitrator, participates on Louisiana State University's professional advisory council, and holds volunteer board and advisory roles with nonprofit organizations in Dallas. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform allowing advisors to implement a variety of portfolio management strategies through affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Christopher Debbini is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has previously worked at Avantax Advisory Services and operates his own tax preparation and accounting practice as a CPA. In addition to his advisory work, he serves as a fiduciary trustee and provides insurance sales through his independent agency. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Keith Deimling is a financial advisor with Cetera in Medina, Ohio, holding a Series 63 designation and 28 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC for 22 years. Outside of advisory services, he assists clients with health insurance, Medicare supplements, group long-term care insurance, and fixed annuities. 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 discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.