Brian Newton is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. He is also a partner at Jones & Roth, P.C., a Certified Public Accounting firm, and serves as an advisory board member for Junior Achievement of Oregon & SW Washington, contributing to educational programs in finance and business for students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Brian Emde is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. He has been associated with various Cetera entities since 2021 and previously worked at VOYA Financial Advisors from 2015 to 2021. Outside of his advisory role, he manages a rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships, with over $256 billion in assets under management and more than 10,000 advisors.

Daniel Feiler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at IMG Financial Group and Minnesota Life. Outside of advisory work, he is also involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Jennifer Colvin is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has been with Cetera and its related entities since 2021. Outside of her advisory role, she is a 50% owner of O'DUNKINS LLC, a restaurant business, and serves as a board member of the Urban Renewal Agency in Twin Falls, ID. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Londa Grinna is a CFP® and ChFC® with 24 years of industry experience, currently affiliated with Cetera. She has worked with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. Outside of her advisory role, she is a 50% owner of Lifetime Financial Solutions and holds a part-time position as a notary public. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Joan Tozer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 23 years of industry experience. She has worked at Cetera and its affiliated entities since 2013 and previously was employed by the US Census Bureau. Outside of her advisory role, she is an agent selling fixed insurance products including life insurance, annuities, and long-term care. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. 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.

William Noyce Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2013 and previously spent 20 years with ACE Irrigation Co. Noyce serves as president of the Colorado Sporting Clays Association, chairs the Tresana Townhomes Association landscape committee, and acts as a referee for shooting events with FITASC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Phillip Cardinale is a financial professional with 42 years of industry experience, currently affiliated with Cetera. He holds a Series 63 designation and has worked at Cetera and its predecessor firms since 2005. Outside of his advisory role, he is a partner at Castlerock Insurance Group and serves as a trustee for the Rose McWalters Trust. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Marlon Villavicencio is a financial advisor at Cetera with a Series 65 designation and four years of industry experience. His work history includes roles at Avantax Investment Services Inc. and Avantax Advisory Services, as well as ongoing involvement with MV Insurance Services, Inc. and MCV Enterprises LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers, and managing more than $256 billion in assets.

David Harlow is a Series 66 licensed financial advisor with 15 years of industry experience, currently working at Cetera Investment Services LLC since 2025. His prior roles include positions at CUSO Financial Services, LP and SSN Advisory, Inc. Outside of his advising career, he has been involved with Smoky Mountain Guides. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing a range of portfolio management and financial planning services through various program structures.

Michael Broussard is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and Avantax Investment Services. Outside of advising, he is a shareholder in Pollans & Cohen, P.C., a CPA firm providing tax compliance, bookkeeping, audits, and business consulting services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Michael Hall is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior work includes over a decade at Woodbury Financial Services, Inc., and roles with AdvisorNet Wealth Partners and Cetera Wealth Services. Hall serves as vice president of the Lincoln Estate Planning Council board and is involved with neighborhood governance as a board member of Prairie Hollow HOA. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, 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.

Robert Blocker is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Cetera, he worked at Avantax in various capacities for more than two decades. He also operates a CPA practice focused on tax preparation and accounting. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management and financial planning through a multi-manager platform with access to various investment strategies and program structures.

Alfred Baker is a CFP® with 44 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Concourse Financial Group Securities Inc and Security Financial Management. He also operates (dba) Solutions Group Wealth, providing advisory services alongside his work at Cetera. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients with a range of portfolio management, financial planning, and retirement services, offering access to multiple investment managers and program options.

Samuel Barney is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Financial Corporation and Utah Valley University. Outside of his advisory role, he has experience in academic settings and brief involvement in other businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, operating through a large network of independent advisors.

Jason Dondero is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, among other firms. In addition to his advisory role, he is employed at PH Tax & Wealth Solutions CPAs, Inc., where he provides accounting and tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Elizabeth Wheatley is a financial advisor with Cetera, holding the PFS™ and Series 63 credentials, and has 28 years of industry experience. Her career includes long-term roles at Avantax Advisory Services and Avantax Investment Services, as well as ownership and management positions such as Treasurer at Talbott Tavern, Inc. She is also involved in tax preparation and bookkeeping through her sole proprietorship, Nicole Kelley Wheatley, CPA, PFS, and participates in financial oversight for Bethlehem High School. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Ralph Kowal is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2005, as well as Heritage Bank and Harborstone Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and more than 10,000 advisors nationwide.

Adrian Holmes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at LPL Financial, Prudential Insurance, and New York Life. Outside of his advisory work, Holmes is the sole owner of Hale Hoop, a basketball training business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures and access to third-party money managers.

Cole Brothen is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Evershore Financial, Securian Financial Services, and Minnesota Life Insurance, and currently owns Brothen Financial Services LLC. Outside of his advisory roles, Brothen serves as the Chapter President of a local BNI networking group. Cetera Investment Advisers LLC operates a nationwide network of independent advisors, serving a diverse client base that includes individuals, 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 custodial relationships.