Peter Reiner is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and its affiliated firms since 2021. Prior to that, he was with VOYA Financial Advisors for seven years and has been associated with The Bank of Elk River for 19 years. He is also an independent insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program platforms, managing over $256 billion in assets with more than 10,000 advisors and approximately 800,000 clients.

Scott Winslow is a financial advisor with Cetera, holding a ChFC® designation and Series 63 and 65 licenses, and has 29 years of industry experience. He has been associated with Cetera since 2013 in various capacities and is also involved with Nabell Winslow Wealth Management and related entities, which he owns and operates. Winslow serves on the boards of The American College of Financial Services and the University of Mount Olive, engaging in activities such as curriculum advisory and fundraising. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform providing access to affiliated and third-party managers with a wide range of investment program options.

Erik Swanson is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He also serves as CEO of East Pole Inc, a music recording and production company specializing in theatrical film and symphonic concert material. Additionally, he holds a financial assistant role at Pitchess & Pitchess LLP, where he is involved in tax preparation, IRS representation, and financial planning. Cetera Investment Advisers LLC operates as a multi-manager platform 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 with access to third-party money managers and customizable investment strategies.

Amanda Manske is a CFP® professional with 23 years of experience in the financial services industry. She is currently with Cetera and has a background that includes roles at First Allied Advisory Services and Prime Financial Advisors. In addition to her advisory work, she provides non-CPA accounting and tax preparation services and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that offers financial planning, portfolio management, and retirement services to a wide range of clients including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform with access to affiliated and third-party managers, supporting various portfolio strategies and program structures.

Peter Roe Jr. is a financial advisor with Cetera in Asheville, NC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His work history includes roles at Fora Travel, Huffman & Associates, and Cetera Advisors LLC. Outside of advising, he serves as chair of the Camp Grier board and president of the Community Land Trust of Western North Carolina. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers portfolio management, financial planning, retirement services, and access to various program structures and third-party managers.

Fillip Gershon is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera Advisors LLC since 2013. Outside of his advisory work, he serves as a trustee for the Allaire Park Condominium Association, helping manage and maintain the office complex. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Matthew Freeman is a CFA® charterholder with eight years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2023, and he also maintains a role as a financial professional with Tax and Financial Group. His prior experience includes positions at Securian Financial Services Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors, employing a multi-manager platform with access to both affiliated and third-party managers.

Matthew Mead is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His prior roles include seven years at the Office of the NYS Comptroller and three years at The AYCO Company, L.P./Mercer Allied. He has been with Cetera Investment Advisers LLC since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, 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 consulting services, operating a multi-manager platform with diverse program options and over $256 billion in assets under management.

Richard Brown is a financial advisor at Cetera with eight years of industry experience and holds Series 63 and Series 65 designations. Prior to joining Cetera in 2025, he worked at Raymond James Financial Services Advisors, Inc. and VALIC Financial Advisors, Inc. His professional background spans multiple firms within the financial services industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment managers.

Brent Larsen is a CFP® professional with 36 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services, Inc. prior to joining Cetera in 2025. Outside of financial advising, he is involved in tax preparation and accounting through his roles as partner and president at Associated Professional Advisors entities in California. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party money managers across various program structures.

Jane Brockway is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Cetera and its related entities since 2022, following an 18-year tenure at Cuna Mutual Group. Brockway is also the owner of Brockway Wealth Partners and is active as an insurance agent selling life, disability, fixed annuities, and long-term care products. 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 and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Brad Kurtz is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has worked at Cetera and its affiliated entities since 2021 and previously spent seven years at Voya Financial Advisors. Kurtz is also involved with Menard Financial Group and Menard Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients through a variety of portfolio management, financial planning, and retirement services. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies, overseeing more than $256 billion in assets.

Brian Collini is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. His prior experience includes work at Securities America, Wealth Capital Group, and Securities Service Network, among others. Outside of advisory roles, he has been involved in real estate through entities such as Collini Real Estate, LLC and NSC Property Investments, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with various program options and over $256 billion in assets under management.

Jon Harris is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes long-term roles at Avantax Investment Services and Payne Tax Group, where he currently serves as president and oversees tax operations. In addition to his advisory work, he owns and operates businesses focused on tax preparation and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Lance Grothe is a financial advisor with Cetera, holding the CFP® and PFS™ designations along with a Series 66 license. He has 31 years of industry experience, including nearly three decades with Avantax and over 30 years running Grothe Financial Services P.C., where he also serves as president. Outside of his advisory work, Grothe is active in the Bennett/Watkins Lions Club, serving as its president and treasurer, and works as a Presbyterian minister. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and maintains over $256 billion in assets under management through a nationwide network of independent advisors.

Yoshimasa Hotta is a financial advisor with Cetera in Los Angeles, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Cetera since 2013 and also has a longstanding background in accountancy through his ownership stake in Hotta, Liesenberg, Saito LLP, a CPA firm. In addition to his advisory work, he is involved in the sale of fixed insurance products including life, health, and annuities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients across wealth spectrums, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and a variety of investment program options.

Colin Leisy is a CFP® professional with 24 years of industry experience, currently serving at Cetera since 2025. Prior to that, he worked for 17 years at Avantax Advisory Services. In addition to his advisory role, he is president of The Tax Corps, Ltd, a tax preparation and consulting firm he has led since 2001. 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 a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

Suzanne Cory is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked at firms including 1st Global Advisors Inc and Avantax Advisory Services, and is also employed as a CPA at JJCPA, LLC, where she prepares business and individual tax returns. Additionally, she is involved with MSW Wealth Advisors, LLC, assisting in financial planning and client referrals. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary accounts with access to various program structures and third-party managers.

Jonathan Sot is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. His prior roles include positions at the University of Notre Dame and RMR Group, as well as work in insurance sales. He is also involved in financial services through Allied Wealth Partners alongside his advisory duties. Cetera Investment Advisers LLC serves individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and various program platforms. The firm operates a multi-manager platform with access to both affiliated and unaffiliated managers, managing over $256 billion in assets through more than 10,000 advisors.

Roland Baird is a financial advisor at Cetera with 29 years of industry experience. He holds the PFS™ designation and Series 63 license. His professional background includes roles at Greene, Finney, Cauley CPA’s LLC and Cox, Cauley, Richardson CPA’s LLC, alongside operating a mortgage business and a photography venture. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management and advisory services through a multi-manager platform.