Joe Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Cetera since 2018 and previously was with Invest Financial Corporation from 2014 to 2018. He is also associated with Marquette Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and various retirement services through a multi-manager platform that supports a range of investment strategies and program structures.

Alton Pardue is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has nine years of industry experience. He has worked at firms including Morgan Stanley, Merrill, and Principal Securities. Outside of financial advising, Pardue is a 50% owner of The Learning Experience, a childcare services business. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and financial planning services with various program structures and access to third-party managers.

David Tuyo II is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 21 years of industry experience. His prior work includes roles at Copper Financial Network LLC, University Credit Union, and CUSO Financial Services LP. He is currently based in Lacey, WA. Cetera Investment Advisers LLC is an SEC-registered firm that 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 through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.

Lauren Rahmeier is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. She has worked at Cetera since 2025 and previously held roles at Michael S. Urso, CPA/PFS, CFP Financial Advisor, Avantax entities, Edward Jones, and The Walt Disney Company. Rahmeier co-markets a financial planning practice with Michael S. Urso focused on retirement, education, and estate planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management as well as access to multiple program platforms and third-party money managers within a large nationwide network of independent advisors.

Adam Ezell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera since 2017. Ezell also has a long tenure at Regions Bank dating back to 2003. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform allowing advisors to implement a variety of investment strategies and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Jeremy Papania is a financial advisor at Cetera with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Northwestern Mutual Investment Services LLC and MassMutual. Cetera Investment Advisers LLC is a large SEC-registered advisory 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 access to various program structures, third-party managers, and investment strategies.

Erica Corbin is a financial advisor with Cetera, holding Series 66 and Series 63 designations and six years of industry experience. She has worked at Cetera Investment Services LLC since 2022 and previously held roles at NYLIFE Securities LLC, New York Life Insurance Co, Vipkid HK Limited, and the Center for Sight. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and advisory services, featuring diverse program options and access to multiple custodial relationships.

Spencer Huggett is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. He has held roles at LPL Financial, Investment Centers of America, and currently serves as a basketball coach and program organizer for youth sports organizations. In addition to his financial advisory work, he is involved in family farm management and serves as vice president of the City of Roslyn City Council. Cetera Investment Advisers LLC is a nationwide independent advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party money managers, providing flexible investment solutions across various program structures and custodial relationships.

Steven Hansen is a CFP® and ChFC® with 31 years of experience in financial planning and advisory services. He is currently affiliated with Cetera and its affiliated entities, having worked previously at Avantax and Marcusen Clayton, P.C. Hansen serves as a board member and officer of the Pine River Area Foundation. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors who provide a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers access to multiple program structures and third-party money managers within a multi-manager platform.

John Bryan is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has worked at several financial services firms including Avantax and Benton Financial Group, and maintains roles in tax preparation and accounting through his own businesses. Bryan also serves as treasurer of a neighborhood homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment platforms through a large national network of independent advisors.

Howard Hertz is a CFP® with 27 years of industry experience, currently affiliated with Cetera since 2021. He has held roles with Avantax Insurance Agency, Tri-Valley Tax & Financial Services, and other related businesses. In addition to his advisory work, he is president and owner of Tri-Valley Tax & Financial Services and is an enrolled agent. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Steven Gee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior firms include Voya Financial Advisors and Wiline Network. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 independent advisors. The firm offers portfolio management, financial planning, and retirement services via a multi-manager platform that includes affiliated and third-party managers and a range of program options.

Anh Le is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. He is the president of Anh Le CPA LLC, providing tax and accounting services, and owns Midwest Tax Resolution Center and Le Financial Associates, focusing on tax solutions and financial guidance. Outside of his financial work, he is a trustee of the Compassionate Buddha Temple and a member of the Rotary Club of Fairview Heights. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform that includes affiliated and third-party managers.

Michael Graham II is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also owns Premier Veterinary Consultants, LLC, a veterinary medicine practice. Graham’s experience includes roles at Cetera Wealth Services and involvement with North Star Consultants Inc., where he provides financial services including life insurance, securities, and planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, 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, utilizing a multi-manager platform with both affiliated and third-party strategies.

Jose Valle II is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work history includes roles at Fidelity Investments, Charles Schwab, TD Ameritrade, JP Morgan, Bank of America, and Merrill. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management, financial planning, and consulting services through a large network of independent advisors and utilizes a multi-manager platform with multiple program structures and custodial relationships.

Lebeau Potgieter is a Series 66 licensed financial advisor with 19 years of industry experience, currently with Cetera. He has held roles at firms including Avantax and Voya Financial Advisors. Outside of his advisory work, Potgieter serves on the boards of The Pathfinder School and the Groundwork Center for Resilient Communities, a nonprofit focused on environmental and community issues in Northern Michigan. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. It offers a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services.

Derek Spackman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at America First Federal Credit Union and several other organizations. He is also affiliated with Renaissance Financial, where he provides securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.

Frederick Thompson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at several firms including Sagepoint Financial, Inc. and currently serves as a partner at Lewis, McBeth & D'Ambrosio. Outside of financial services, Thompson is the head boys lacrosse coach at Shady Side Academy in Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of advisors and provides access to multiple investment program options and third-party managers.

Mark Hahn is a financial advisor with Cetera holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera and its affiliate firms since 2016 and previously spent five years at Voya Financial Advisors. Outside of his advisory work, Hahn owns and operates an expense management business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, 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.

Jeannier Oliveira is a financial advisor at Cetera with nine years of industry experience. He holds the Series 66 designation and has worked at Cetera since 2018. His prior experience includes roles at Regions Bank, SunTrust Bank, and Edward Jones. 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 various portfolio management and financial planning services, utilizing a multi-manager platform that supports discretionary and non-discretionary accounts with a range of program options.