Daryl Krogmann is a Series 66 licensed financial advisor with 18 years of industry experience, currently with Cetera since 2014. He serves as chairman and volunteer for the Rotary Youth Exchange in Florida and is a member of the church council at St. Johns Lutheran Church. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager investment platform to individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers.

Dennis Barth is a CFP® professional with 39 years of industry experience. He is currently with Cetera and has held roles at Avantax and its affiliates since 1986. Outside of his advisory work, Barth serves as the head baseball coach at Gloucester Catholic High School. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services while operating a multi-manager platform with over $256 billion in assets under management.

Irving Quant is a financial advisor with Cetera and holds a Series 66 designation, bringing six years of industry experience. He has worked at several firms including PNC Investments, Avantax, and BBVA Securities. Outside of finance, he receives royalties from magic trick videos he created, associated with Vanishing Inc., the largest magic store in the world. Cetera Investment Advisers is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with access to both affiliated and third-party investment strategies.

Albert Cartlidge III is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax Advisory Services and managing a CPA firm, Cartlidge, Belnap & Helmers, LLC. Outside of his advisory work, he is involved in managing a CPA firm focused on tax and financial statements. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party investment managers.

Jeffrey Beck is a financial advisor with Cetera in Northbrook, IL, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Merrill, Bank of America, and Money Concepts Capital Corp. Outside of advising, he sells fixed insurance products and manages an expense management LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, institutional, corporate, and charitable clients. The firm offers a range of portfolio management and retirement services through multiple program structures and managers.

Mitchell Wassink is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. He has been working with Cetera and its affiliated entities since 2016. In addition to his advisory role, he is involved in the financial services business Kuipers Insurance and Investments, LLC, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with varied program structures and custodial relationships.

Thomas Pendell is a financial advisor with Cetera, holding a Series 66 designation. He has one year of industry experience, including prior roles at Hallman Lindsay Paints, Aryv, Inc, and Baker Tilly. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, 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 diverse multi-manager platform.

David Lau is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. He has worked at several firms, including Avantax Advisory Services, Hicks & Mann Wealth Management, and Western & Southern Financial Group. Outside of his advisory role, he assists at Hicks & Mann Wealth Management as a Wealth Operations Assistant, supporting client follow-ups, market research, and tax return preparation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Dana Funk is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Cetera and its related entities since 2016 and has also operated Dana Funk Financial Services since 1992, focusing on fixed insurance products including life, health, disability, annuities, and Medicare supplements. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that supports various investment strategies and program structures.

Kevin Rossetti is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to multiple program platforms, managing over $256 billion in assets.

Dana Baik is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Jackson National Life Distributors LLC and Westgate Wealth Strategies. Outside of his advisory work, Baik serves as CFO and member of New England Eco Wash, LLC, a company involved in industrial cleaning. 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 with a range of portfolio management options and oversees over $256 billion in assets under management.

William Mccartney Jr. is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera in Atlanta, GA. His career includes previous roles at Regions Bank, Truist Bank (formerly SunTrust Bank), LPL Financial, and Merrill. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services to individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Howard Hsieh is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. His prior work includes a role at East West Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a network of over 10,000 independent advisors. The firm offers a range of portfolio management and retirement services, featuring a multi-manager platform and various program structures with discretionary and non-discretionary options.

Todd Ihrig is a financial advisor with Cetera based in Arlington, VA, holding a Series 66 designation and 27 years of industry experience. He previously spent 23 years at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. He operates his practice under the DBA name Invest With a Plan Position. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and access to third-party money managers.

Zachary Walters is a financial advisor with Cetera based in Modesto, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been affiliated with Cetera Wealth Services since 2010 and currently serves as an insurance agent offering fixed group and individual annuities. Outside of his advisory role, Walters co-owns an automated RV and trailer storage facility and serves as Director of Membership for the Society Human Resources Managerd organization. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers a range of portfolio management and consulting services, allowing advisors to use affiliated and unaffiliated managers or create custom strategies across various program structures.

Eddie Carnathan is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 22 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a board member of the Grenada Public School District, where he participates in policy creation and approval. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts nationwide. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various model portfolios or bespoke strategies.

Brandon Zalesky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Financial Services. Outside of his advisory role, he volunteers as a mentor for Youth Emergency Services. Cetera Investment Advisers LLC is a large 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 that includes affiliated and third-party managers.

Luciano Prestonise is a financial advisor with Cetera who holds a Series 66 designation and has 15 years of industry experience. His career includes roles at multiple firms such as Commonwealth Financial Network, Madison Avenue Securities, and Independent Financial Group prior to joining Cetera. He is also a member of the US Army Reserve. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform that provides advisors with access to affiliated and third-party investment managers.

Carter Wintz is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at D.L. Evans Bank and held roles at the Church of Jesus Christ of Latter Day Saints, Comstock High School, and Comstock STEM Academy. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with various program options, managing over $256 billion in assets and supporting more than 10,000 advisors.

Carrie Fortier is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. She has previously worked at Avantax Advisory Services and Avantax Insurance Services and is a partner at Jones & Roth Financial Advisors, LLC, where she provides tax advice. Fortier serves as the board president of the St. Paul School Foundation, a nonprofit that provides scholarship assistance for tuition. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services delivered through a nationwide network of independent advisors.