Mark Black is a CFP® with 32 years of experience in the financial services industry, currently serving with Cetera. His prior experience includes roles at Cambridge Investment Research Advisors and First Allied Securities. Outside of advising, he is a part owner of Emblem Records, LLC, a music and record company, and serves as president of Miami Valley Network Professionals, a business networking organization. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, providing services to individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Nicholas Aubin is a financial professional with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he has worked as a golf caddy since 2013. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with diverse program options.

Mark Sherman is a financial advisor at Cetera with four years of industry experience. He holds Series 63, 65, and 66 credentials and has previously worked at firms including Tiaa and A. N. Culbertson & Company, Inc. Sherman serves as a Board of Trustee member for Bridgewater College, a nonprofit institution in Virginia. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to affiliated and third-party managers across multiple program structures.

Jeffrey Craft is a Series 66 licensed financial advisor with six years of industry experience. He currently works at Cetera and has held previous roles at Avantax Advisory Services and related firms. Outside of his advisory career, he owns and operates J Craft Consulting LLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of over 10,000 advisors.

Christopher Eller is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 34 years of industry experience. He previously worked at Investment Centers of America for 13 years and has owned Chris Eller The Retirement Specialists since 2017, providing financial and tax services. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services using a multi-manager platform with discretionary and non-discretionary options.

Anthony Corce is a financial advisor with Cetera Financial Specialists, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. Prior to joining Cetera in 2024, he worked at LPL Financial for nine years. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing multiple program structures and a multi-manager platform with both affiliated and third-party investment options.

Joseph Wang is a financial advisor at Cetera with 15 years of industry experience and holds the Series 66 designation. He has worked at Cetera since 2019 and previously spent four years at Citigroup. 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 variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Lori Derby is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 13 years of industry experience. She has worked at Cetera and Cetera Advisors LLC since 2019, with prior roles at Opus Wealth Partners and LPL Financial. She serves as executive manager at Megent Financial, a financial services firm, where she manages office operations. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Shane O'Keefe is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera in Scottsdale, AZ. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Renaissance Financial, and Securian Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse 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 multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Brendon Pierson Jr. is a CFP® with 34 years of industry experience, currently affiliated with Cetera since 2025. His prior work includes long tenures at Avantax Advisory Services and Avantax Investment Services, as well as experience with Avantax Insurance Agency and Bp Franchise Consultants LLC. He also operates a tax preparation and accounting business, Brendon Pierson, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, combining affiliated and unaffiliated managers and various program structures across discretionary and non-discretionary authorities.

Damian Varela is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera in Fort Myers, FL. His prior experience includes roles at Thrivent Financial and Securian Financial Services. Outside of his advisory work, he is involved in managing an expense management business and serves as a registered agent for an LLC, in addition to providing bookkeeping and payroll services for a therapy practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports advisors with model portfolios, third-party managers, and customized strategies across various program structures and custodial relationships.

Steven Blair is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has been with Cetera and its affiliates since 2013. Blair also operates The Blair Group, LLC, offering fixed insurance products including life, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large nationwide network of independent advisors and utilizes a multi-manager platform with discretionary and non-discretionary program options.

John Bergquist is a financial advisor with Cetera in Arlington Heights, IL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Cetera and its affiliates since 2004 and maintains John Bergquist & Associates, offering tax and accounting services with limited power of attorney for clients. He also provides limited health insurance referrals through a related business. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management and financial planning. The firm operates a multi-manager platform with a variety of program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Nicholas Kaster is a Series 66-credentialed financial advisor with six years of industry experience, currently affiliated with Cetera. His prior roles include work at Avantax Advisory Services and Capstone Tax and Financial, where he also provides tax preparation services. Outside of finance, he serves as a board member and treasurer for a condominium association and has a long-standing consulting role at the Racquet Club of Ann Arbor. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of investment and advisory services, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.

Jon Rothenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with various entities within the Cetera network since 2004, including Cetera Wealth Services and Cetera Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored 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 third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Jeff Williams is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 39 years of industry experience. He previously worked at Foresters Financial Services for 32 years and spent time at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers across multiple program structures.

Joseph Vita is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and over 55 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, Trilogy Capital, and National Planning Corporation. He is also involved with Winchester Financial Group, where he serves as an investment advisor representative focusing on investments, financial planning, and insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Jackson Pierce is a financial advisor with Cetera Investment Advisors LLC, holding the Series 66 designation and having one year of industry experience. Prior to his current role, he has worked at CB&S Bank and has experience in real estate and other business roles. He is also licensed as an insurance agent selling fixed insurance products. Cetera Investment Advisors LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program options.

Lynn Jackson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Cetera since 2015 and maintains roles as a registered representative at Peak Financial Network Solutions and Horizon Credit Union. In addition to financial services, she is involved in an excavation and equipment sales business and sells fixed insurance products including life, health, disability, annuities, and long-term care. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Mark Dalman is a financial advisor with Cetera and holds a Series 66 designation. He has 13 years of industry experience, including prior roles at LPL Financial and Elite Wealth Management. In addition to his advisory work, he serves as an insurance agent offering life, health, disability, annuities, long-term care, dental, and vision products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.