Myrissa Nearman is a financial advisor at Cetera with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Cetera, she held roles at TD Ameritrade and Regions Bank. Outside of her advisory work, she owns and operates an Etsy print-on-demand shop, maintains a travel blog, and is an Amazon affiliate influencer. 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 multi-manager platform that includes affiliated and third-party model portfolios.

Jerry Kuhn is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked with Cetera and its affiliates since 2025. Prior to that, he was with Avantax Advisory Services and Avantax Investment Services from 2021 to 2025 and has been involved with Haga Kommer LTD since 2016. Kuhn serves on the board of directors for Aspire Bank, where he participates in policy approval and strategic planning. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services with multiple program structures and investment options.

Gerard Patin is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. He has previously worked at Mass Mutual Investors Services and MetLife Securities, among other firms. Patin is also involved in selling fixed insurance products and operates his own financial services businesses. Cetera Investment Advisers LLC is a large 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 retirement services and supports multiple program structures and custodial relationships.

Brett Maikowski is a financial professional at Cetera with nine years of industry experience. He holds a Series 66 designation and has been associated with Cetera and related entities since 2017. Outside of his advisory role, Maikowski serves as president of the Downtown Rockwall Association, a nonprofit organization focused on supporting and promoting downtown Rockwall. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Blake Greer is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Concourse Financial Group Securities Inc. He also operates Greer Wealth Management as a dba focused on financial and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Abbie Gordon is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. Prior to joining Cetera, she worked at Concourse Financial Group Securities Inc and Stephens Inc. She also operates Gordon Financial Services Inc, providing life and annuity insurance product sales and support to other licensed associates. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and has over 10,000 advisors managing more than $256 billion in assets.

Gary Aiken is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 credential and has worked at Cetera Advisors LLC since 2016, as well as operating Tonka Financial since 2011. Aiken serves as chair of the Golden Valley Business Council, a local business organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform allowing advisors to implement a range of portfolio strategies with discretionary and non-discretionary services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Thomas Boles is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera Advisors LLC since 2013. Boles is also the president and owner of United Financial Consultants Inc and Coastal Dragons Rugby Inc, where he serves as a board treasurer. Additionally, he provides tax services as an IRS enrolled agent. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to various portfolio models and custodial relationships.

Jeffrey Walters is a financial advisor with Cetera, holding a Series 66 designation and over 25 years of industry experience. He has been with Cetera and its related entities since 2008 and also serves as CFO of Blue Ridge Bank, where he is involved in financial reporting and investment decisions. Walters is a board member and treasurer for Saint Peters United Methodist Church. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with a wide range of program options and serves over 800,000 clients through more than 10,000 advisors.

Logan Keller is a financial professional at Cetera with a Series 66 license and three years of industry experience. He previously served eight years in the U.S. Army and has worked with Millennium Group Financial and Mark R Lyons Inc. outside of his current role. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.

David Anfinson is a financial advisor with Cetera, holding the PFS™ and Series 66 designations and bringing 24 years of industry experience. He has previously worked at VOYA Financial Advisors and has been associated with Anfinson Thompson & Co. since 2007. Outside of his advisory role, Anfinson serves on the boards of two nonprofit health organizations, Carris Health LLC and Centra Care Health. Cetera Investment Advisers LLC is a large SEC-registered firm that provides a range of investment advisory and retirement services to individuals, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers multiple portfolio management options, including access to affiliated and third-party managers, and manages assets exceeding $256 billion.

Brian Benatovich is a CFP® professional with 11 years of industry experience, currently serving at Cetera in Charlotte, NC. His prior experience includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Bankers Life. He volunteers as a board member and financial committee member of the nonprofit Charlotte Curling Association, assisting with the club’s financial management. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party managers, supporting multiple program structures and custodial relationships.

Michael Thornhill is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. His work history includes roles at CUSO Financial Services, Waddell & Reed, and Mainstreet Credit Union. He also operated Minsky's Pizza for four years and was involved with the Salvation Army for over a decade. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad 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 through a multi-manager platform that supports both discretionary and non-discretionary investment strategies.

Barbara Charal is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cetera since 2004 and operates her own business, Barbara E. Charal & Associates, Inc., which provides public accounting and tax return services alongside investment advisory. Additionally, she owns Genova Wealth, a financial services firm she started in 2024, and is licensed to sell health insurance under a fixed insurance business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, leveraging both affiliated and third-party managers, with over 10,000 advisors and $256 billion in assets under management.

Walter Cotton Jr. is a financial advisor with Cetera in Troy, Alabama, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked for Avantax Investment Services, Inc., Avantax Insurance Agency, LLC, and Avantax Advisory Services for 11 years. Cotton also serves as treasurer for the nonprofit United Appeal and holds a board position on the Pike County Republican Executive Committee. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Stephen Cogger is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at LPL Financial, LLC since 2016 and has been with Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2026. Outside of his advisory roles, he works as a hotel security officer at Courtyard by Marriott Elmhurst. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, employer-sponsored retirement plans, 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.

Tristan Avant is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he held positions at Hancock Whitney Bank, ADP, and various roles while attending Southeastern Louisiana University. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring both discretionary and non-discretionary program options.

Jennifer Musille is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including PNC Wealth Management and Elios Financial Group. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Keating Simons is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds Series 65 and Series 63 credentials and has worked at firms including Commonwealth Financial Group and Securian Financial Services. Outside of his advisory role, he owns Sweet Grass Digital, an author-focused LLC with no current activity. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services through a nationwide network of advisors, utilizing multiple program structures and third-party managers.

Stacy Hart is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Cetera Wealth Services since 2013 and Cetera Investment Advisers since 2023. Outside of her advisory role, she is co-owner of a home inspection business with her spouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, 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.