Troy Klunick is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. His work history includes roles at Cetera Wealth Services, Avantax Investment Services, and ESP Wealth Management, alongside a nine-year tenure as a tax manager at Eck, Schafer & Punke LLP. Outside of advising, he serves as treasurer for the Capital Area Sports Commission, a nonprofit focused on youth and amateur sports events in Springfield, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, 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 program structures and third-party managers.

William Serritslev 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 various entities affiliated with Avantax and has been a partner at Serritslev Norwine & Co CPAs LLP since 2006, providing tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, operating a multi-manager platform with diverse program options and access to affiliated and third-party managers.

James Robinson Jr. is a financial advisor with Cetera who holds a Series 66 designation and has 11 years of industry experience. He has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at CUNA Brokerage Services, Inc., CUNA Mutual Group, and Edward Jones. Outside of his advisory role, he is the owner and operator of JDADDY Hauling, a small business involved in hauling away yard material and oversized household objects. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts 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 money managers, managing over $256 billion in assets with more than 10,000 advisors.

Tyler Levy is a financial advisor at Cetera with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Cetera, he held roles at Charles Schwab & Co., Inc., Costco, and Florida International University. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored 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 independent advisors and provides access to multiple investment programs and third-party managers.

Huiying Jiang is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Her work history includes roles at East West Bank, Cathay Bank, and Cetera Investment Services LLC. Outside of advising, she also works as a DoorDash driver. 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 through a multi-manager platform with access to both affiliated and third-party managers.

Patrick Lough is a financial advisor with Cetera Wealth Services, LLC, holding the ChFC® designation and Series 63 license, with 31 years of industry experience. His prior work includes long-term roles at Financial Associates LLC, S & S LTC, and First National Administrators, among others. Outside of his advisory work, he serves as a director and coach of a youth boys lacrosse program and is a board member volunteer at the Oyster Bay Railroad Museum. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary authority arrangements.

Lynn Schmidt is a financial advisor with Cetera, holding a Series 63 designation and bringing 29 years of industry experience. She has held roles at various Cetera affiliates since 2025 and has operated Lynco Financial & Tax Services Inc since 2001, where she serves as president. Schmidt also maintains a longstanding position with Legal Shield & ID Shield, providing insurance products. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform with services to a broad client base, including individuals, retirement plans, and institutional accounts, utilizing a mix of discretionary and non-discretionary portfolio management strategies.

Richard Hogan is a CFP® and PFS™ credentialed financial advisor with 18 years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having previously worked at Avantax Investment Services and 1st Global Advisors. Hogan has maintained a long-standing role as a shareholder at Hogan & Reed P.C. CPA's since 1992. Cetera Investment Advisers LLC is an SEC-registered firm that serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with options spanning discretionary and non-discretionary authorities and various program structures.

Adam Gera is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and two years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2024 and has prior experience in various roles including at the University of Alabama and in the food service industry. In addition to his advisory role, he is also involved with Renaissance Financial, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

David Clarke is a CFP® professional with 24 years of experience, associated with Cetera since 2002. He is also a CPA and provides accounting and tax services through Koberstein Clarke, Ltd. Clarke serves as treasurer for the Murphysboro Apple Festival, Inc. and Specialized Training for Adult Rehabilitation, Inc., both local nonprofit organizations. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and consulting services. The firm offers multiple program structures and access to third-party money managers, managing over $256 billion in assets.

Andrew Sullivan is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Cetera Wealth Services, LLC in 2025, he worked at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his work in finance, Sullivan is the owner and attorney at Sullivan Law, LLC, a legal practice specializing in estate planning, including wills, trusts, probate, and succession planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of investment and retirement services through a multi-manager platform with discretionary and non-discretionary account management, supporting various program structures and access to third-party managers.

Michael Ferrara is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Cetera. His prior work history includes a 15-year tenure at AT&T. Outside of his advisory role, he serves as a financial mentor at Buckhead Church, teaching budgeting and financial literacy, and he is the founder of the Lone Wolfpack Running Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, institutional, corporate, and charitable clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures, emphasizing a multi-manager platform with access to third-party money managers and bespoke investment strategies.

Susan Leonard is a CFP® professional with 20 years of experience in financial advising. She is currently with Cetera and has previous experience at VOYA Financial Advisors and Egan, Berger, and Weiner, where she remains involved as an Associate Financial Planner. Leonard serves as vice president of her homeowners association and is a board member of a local nonprofit community park. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.

Eric Moore is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Advisory and LPL Financial. Moore is also involved in managing several businesses related to financial advisory and insurance, as well as owning a commercial building used for office space. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services using multiple program structures and affiliated third-party managers.

James Forey is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 32 years of industry experience. He has been with Cetera Investment Services LLC since 2005 and Security National Bank since 1991. Forey serves as treasurer for a local condo association, managing its financial records. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors 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 money managers through a multi-manager platform with a variety of program options.

Norman Collier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been affiliated with Cetera and Everest Wealth Management since 2010 and is also a shareholder in Everest Tax Consulting, Inc., an accounting and tax services firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.

Dariusz Caputa is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. He has been associated with Cetera and its affiliates since 2004 and has operated his own CPA and tax practice, Caputa & Associates, Ltd, since 2009. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Angela Brill is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. She has held leadership roles including CEO and manager of Prosperity Advisors, LLC, and is involved in related business activities such as serving as chairman and CEO of Prosperity Shared and referring clients to a tax and accounting firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various investment strategies and third-party managers, overseeing more than $256 billion in assets and supported by a network of over 10,000 advisors.

Philip Lammers is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Cetera since 2014 and concurrently at Farmers National Bank since 2008. Outside of his advisory work, he serves as a board member for a children’s rehabilitation center and works as a fitness instructor. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing various program structures and third-party managers.

Stuart Wilson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Cetera and its related entities since 2013. Outside of his advisory role, he is involved in public speaking for O’Neal Church of Christ and volunteers at a local community event, Grace Hills Farms Zombie Paintball Hunt. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering a range of portfolio management and financial planning services.