Brent Barchent is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Cetera since 2012 and has also worked at First Citizens National Bank of Upper Sandusky since 2003. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers and multiple program options.

William Daniel is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent 20 years at Ivanti Inc. He is also involved with Academy Wealth Management Group in an investment-related capacity. Cetera Investment Advisers LLC serves a broad 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 large network of independent advisors and provides access to multiple investment platforms and third-party managers.

Howard Barto is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at firms including Washington Trust Bank, Principal Securities Inc, and Integral Planning & Wealth Management. He also serves as a trust officer and relationship manager at Washington Trust Bank. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Kimberly Haines is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Investment Services and Goldsmith & Associates. In addition to her advisory role, she owns Kimberly J Haines LLC, through which she provides accounting, tax preparation, and payroll services to small businesses and individual clients. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Nydia Lenhart is a financial advisor at Cetera with eight years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Securities America Inc and Murray School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including 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 with access to affiliated and third-party managers, supporting various program structures and custodial relationships.

Scott Engell is a financial advisor with Cetera, holding the Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Cetera since 2021 and previously spent seven years at Voya Financial Advisors. Engell also owns Engell Insurance Brokerage, Inc., which offers insurance licensing classes and fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Charles Hahn is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, Hahn serves on the governance council of local hospitals in Mansfield, Ohio, and participates in several community committees focused on local government operations and neighborhood development. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Robert Mount is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has been self-employed in retirement planning since 1987. Outside of his advisory role, Mount serves as president of a homeowner association board. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Mark Guirguis is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and his own business, Guirguis & Gibbs, where he serves as owner and vice president, handling bookkeeping, tax resolution, and investment clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with varied portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Alan Simpson is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and its affiliates since 2017, following seven years at Great Nation Investment Corporation. Outside of his advisory role, Simpson serves as treasurer for the Hope Border Institute and participates as a committee member and board member in various local nonprofit organizations. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, 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 managers, with access to diverse program structures and custodians.

Amy Owens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has held roles at several firms, including First Allied Securities, Summit Brokerage Services, and multiple entities within Cetera since 2015. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform that allows advisors to implement diverse investment strategies supported by an extensive network of advisors and significant assets under management.

James Garland is a CFP® and ChFC® with 43 years of industry experience. He has worked at Cetera and its affiliate entities since 2021, and previously spent seven years at VOYA Financial Advisors. Garland is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors and provides access to multiple program structures and third-party money managers.

Joseph Kula is a financial advisor with Cetera who holds a Series 63 designation and has 37 years of industry experience. He has worked with Cetera since 1988 and also operates Joseph L. Kula, CPA, offering accounting and tax services including tax planning and business valuation. Additionally, he is involved in selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a large network of independent advisors and offers multiple program options with both discretionary and non-discretionary authorities.

Kelsey Drahos is a financial advisor at Cetera with a Series 66 designation and five years of industry experience. Her prior work includes roles at Guide Wealth Partners and Securian Advisors MidAmerica, as well as experience outside the financial sector with companies such as Butschi Real Estate and DJ's Pool and Spa. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad 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 has over 10,000 advisors managing more than $256 billion in assets.

Deyka Charneco is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera in 2026, she worked at Edward Jones for three years and was involved with Biome Soaps, LLC from 2015 to 2018. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual investors, 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, supporting over 10,000 advisors and managing more than $256 billion in assets.

Jacob Norman is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked with Shoemaker Financial Services Inc and several insurance companies prior to joining Cetera in 2023. Outside of his advisory role, he is involved in fixed insurance sales through Shoemaker Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. 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 through a large network of advisors.

Torrance Chaplin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He previously worked for Primerica Advisors and Primerica Financial Services for over 20 years. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts 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 model portfolios.

Shane Keledy is a financial advisor at Cetera with four years of industry experience and holds the Series 66 designation. His work history includes roles at multiple Cetera entities since 2022, as well as prior experience at Jersey Real Estate Group and Papa's Tomato Pies. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform and a range of program options under discretionary and non-discretionary authorities.

Lisa Mc Henry is a CFP®-credentialed financial advisor with 11 years of industry experience. She is currently with Cetera and has previously worked with Everence Trust Company and Concourse Financial Group Securities Inc. Outside of her advisory role, she serves as a notary public in Mount Joy, Pennsylvania, and holds power of attorney responsibilities for a family member. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and unaffiliated managers across numerous program structures.

Lynn Haefs is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has been with Cetera since 2025 and also serves as a partner at LVF, LLC dba Ledgevest Financial, where she provides financial services. Prior to her current roles, she worked at Wells Fargo Advisors and Wells Fargo Clearing. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. 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.