Richard Brady is a financial advisor with Cetera in Powell, Ohio, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Key Investment Services and KeyBank. 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 various portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.

Jess Bennett is a financial advisor at Cetera with 23 years of industry experience. He holds the CFP® and Series 66 designations. His work history includes roles at Bennett Financial Advisors, LLC, Cetera Investment Advisers, Artisan Square Financial Group, and Ridge Haven Wealth Planning. Cetera Investment Advisers is an SEC-registered firm serving individuals, employer-sponsored 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 fiduciary options.

Drew Welp is a financial advisor with Cetera in Columbia, SC, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Edward Jones, Avantax Investment Services, and his own entity, Drew W Welp LLC. Outside of advisory work, he serves as treasurer and comptroller for the Kappa Sigma Housing Corporation, managing financial responsibilities for the fraternity housing. 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 third-party managers, supporting a wide range of investment strategies and program structures.

Timothy Cramer is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Cetera. He also serves as a CPA at Cross Timbers CPAs PLLC, where he provides tax and accounting services. 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 financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Gerald Reiss is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has been with Cetera and its affiliate since 2005 and operates a CPA firm providing audits, financial statements, accounting, and tax services. Additionally, he offers individual life insurance unrelated to investments. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to multiple investment program platforms through a multi-manager structure.

Robyn Medina is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Avantax Advisory Services and Avantax Investment Services, INC. Medina also maintains a long-term association with Comprehensive Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 using a multi-manager platform with access to affiliated and third-party managers across various program structures.

Brian Smoot is a financial advisor with Cetera who holds a Series 66 credential and has 26 years of industry experience. His prior work includes long tenures at Securities America Advisors, Inc. and OSAIC. Outside of advising, he serves as an insurance agent, a CPA providing tax preparation services, occasionally consults on estate matters as an attorney, and participates as an alternate commissioner on the Planning & Zoning Commission for the City of University Park. He also supports Envision Dallas, a nonprofit focused on services for the blind. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services through multiple program structures and custodial relationships, with access to affiliated and unaffiliated third-party managers.

Brendan Day is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and one year of industry experience. His prior work includes roles at Megent Financial and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with various program structures and supervisory approaches.

Gregory Jacobs is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Cetera, he worked at LPL Financial, LLC for 13 years. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services.

Jason Shore is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera and its affiliated firms since 2013. In addition to his advisory role, Shore is involved with Adams Financial, a financial services DBA, and holds an insurance agent position selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services with access to multiple program structures, third-party managers, and automated investment solutions.

John Bennett is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 37 years of industry experience. He has been associated with Cetera and its affiliate Cetera Wealth Services since 2013. Bennett is also the CEO of Bennett, Mastin, Kosmak, Inc., where he is involved in business development, coaching, and support, and serves as president of Bennett Financial Group, Inc., providing financial consulting and mortgage referral services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment program options featuring both discretionary and non-discretionary management, with access to affiliated and third-party managers on a multi-manager platform.

Jeffrey Febbo is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 42 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2005. He is also the owner of Febbo Wealth Management, LLC, where he provides financial planning and other financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with various program options and affiliated partnerships.

Kristen Keckeisen is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Barca & Barca Financial Network since 2020, providing administrative support, and also serves as a procurement consultant for Toyota Motor North America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with discretionary and non-discretionary program options.

Lisa Castelluzzo is a CFP® with 17 years of industry experience, currently serving at Cetera since 2009. She also has a long-standing role at First Premier Bank beginning in 2003. Outside of her advisory work, Castelluzzo is an executive committee member for the Leukemia and Lymphoma Society where she leads fundraising efforts and corporate sponsorship initiatives. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning solutions across various program structures and custodial relationships.

David Baskin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes long-term roles with Avantax Advisory Services and related entities, alongside involvement in tax and accounting services through Baskin Hadley & Associates, PC. He is also a partner in an oil and gas exploration partnership. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and investment program structures, supported by a nationwide network of over 10,000 advisors.

Jaimie Moore is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She is the owner of Moore Financial Freedom, LLC, a financial services firm started in 2025. Moore has a background that includes work with Cetera Advisors LLC since 2012 and prior experience at Steven M. Ditch, CFP, where she also provided support services in income tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. 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.

Steven Deckard is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked with firms including LPL Financial LLC and Mass Mutual, and operates Deckard Sales, LLC, a manufacturing representative agency. Deckard also serves as a board member for Mid Penn Management, a nonprofit organization. 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 financial planning services with a multi-manager platform that includes affiliated and third-party managers, serving over 800,000 clients and managing more than $256 billion in assets.

Ansley Whatley III is a financial advisor at Cetera with 25 years of industry experience. He has held roles at Cetera since 2025 and previously worked for Concourse Financial Group Securities Inc for 19 years. He also operates Holman Whatley & Associates, a related investment business, and serves as a member of the Dothan Education Foundation, which supports local school teachers. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through multiple program structures and a network of independent advisors.

Evan Honan is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Renaissance Financial Corp, The Iowa State Foundation, and BridgePoint Wealth Advisors, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individual investors, retirement plans, corporate and charitable accounts, and institutional clients. The firm offers diversified investment management and financial planning services through a large network of independent advisors and features multiple program structures and affiliations.

Michel Smith is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His career includes roles at VOYA Financial Advisors and various entities he owns or operates, including Plannetics, LLC, an expense management firm. Smith also works as an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.