Mark Rogers is a financial advisor with Cetera in Naperville, IL, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 26 years and has operated Rogers Financial Services LLC since 1996. Outside of advising, he assists with property management duties at Mustang Construction. Cetera Investment Advisers LLC serves 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 large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Waheed Siddiqui is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, he worked at CITIGROUP for 10 years. He is also a co-owner of Prestige Global Private Wealth, a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, 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, overseeing over $256 billion in assets through a network of more than 10,000 advisors.

Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.

W. Morris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with firms including Avantax and Kestra, and operates The Morris Financial Group as a sole proprietor focused on portfolio construction, retirement planning, and investment services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a multi-manager platform.

Tate Charping is a financial advisor with Cetera, holding a Series 66 license and one year of industry experience. His background includes roles at Cetera Wealth Services and the United States Probation Office, as well as teaching positions at the Regents School of Oxford. He is also a financial advisor at Shoemaker Financial, focusing on financial planning, investment planning, and insurance planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers access to various investment strategies and third-party managers across multiple program structures and custodial relationships.

Ellen Coppinger is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera in Oak Ridge, TN. She has previously worked with LPL Financial, PFG Advisors, and CUNA Brokerage Services. Outside of her financial advisory career, she co-owns Fall Harvest Farms Inc., where she manages administrative duties and store operations on weekends. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of investment management and financial planning services, utilizing multiple program structures and access to third-party money managers.

Colleen O'Donnell is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. Her prior work includes a decade at Merrill and roles at firms such as Purshe Kaplan Sterling Investments and Griz Global Solutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, offering portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform allowing advisors to implement various investment strategies across multiple program structures and custodial relationships.

David Allen is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has been involved with Cetera Wealth Services, LLC since 2016. Outside of his advisory role, Allen coaches junior varsity women's soccer at Las Lomas High School and serves as a non-officer director on the board of the Walnut Creek Soccer Club. Cetera Investment Advisers LLC provides advisory services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning solutions, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures.

Jeffrey Bouchard is a financial advisor at Cetera with Series 63 and Series 65 credentials and 39 years of industry experience. His prior roles include positions at D.A. Davidson, B. Riley Wealth Management, Ameriprise Financial Services, Kestra Private Wealth Services, and Morgan Stanley. Cetera Investment Advisers LLC is a nationwide SEC‑registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to a range of third‑party managers through a multi‑manager platform with diverse program options and supervisory structures.

Bridget Tynan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include nearly a decade at Avantax Advisory Services and extensive experience in tax preparation and planning through her ownership of Tax Help LLC. She is also the owner of O'Malley Financial Services. Cetera Investment Advisers LLC operates as a multi-manager platform serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with a variety of program options and access to both affiliated and third-party managers.

Christopher Field is a financial advisor at Cetera with 37 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Prior to his current role, he worked at The January Corporation and has been associated with Cetera Wealth Services, LLC since 2013. Field is also the owner of Field Wealth Management LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a variety of portfolio management, financial planning, and retirement services. The firm operates as a multi-manager platform offering access to affiliated and third-party managers across various program structures and custodial relationships.

Craig Sinning is a CFP® professional with 24 years of industry experience, currently serving at Cetera since 2023. His prior experience includes 18 years with Securian Financial Services, Inc. and Minnesota Life Insurance Company. He serves on the advisory board and asset management committee for the Mankato YMCA and participates on the finance committee of New Creation World Outreach Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent 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.

Thomas Phy is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Regions Bank since 2012, where he provides guidance and customer service related to deposit accounts, loans, credit card products, and fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 various program structures and third-party money managers.

Robert Russoli is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 22 years of industry experience. His prior roles include positions at Wheatland Advisors, Inc. and Orrstown Bank, where he continues to manage the trust department and supervise advisors. Outside of his advisory work, Russoli serves as a board member of the Harrisburg Masonic Temple and as a trustee for the Harrisburg-Snyder Lodge #629. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors.

Patrick Groarke is a financial advisor at Cetera with 34 years of industry experience. He holds a Series 63 designation and has previously worked with Wells Fargo Advisors and Wells Fargo Clearing. Groarke is also the managing director and business owner of Galloway Berkshire Capital LLC, a financial services firm offering brokerage and advisory services. Additionally, he works as an insurance agent selling annuities and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform 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, with access to affiliated and third-party money managers across various program structures.

Kaden Macha is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with firms including Renaissance Financial and Minnesota Life Insurance Company. Outside of his advisory roles, he also works part time as a consultant for a family-owned business, Macha Enterprises. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Susan Min is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. She previously worked at Gold Coast Securities, Inc. for 20 years before joining Cetera Investment Services LLC and Cetera Wealth Services, LLC. Outside of her advisory role, she is also involved as an insurance agent selling fixed insurance products and provides insurance services through WealthNet Insurance & Financial Services. 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 range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers, supporting diverse investment strategies.

Yu Fu is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He is also a financial professional at Great Wall Financial Group, Inc., where he provides financial services and insurance. Additionally, Fu works as an insurance agent specializing in life, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 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.

Joshua Heims is a financial advisor with Cetera who holds Series 65 and Series 66 designations and has 23 years of industry experience. He has previously worked at firms including Lincoln Sparrow Advisors, Avantax, Sagepoint Financial, and Pro Medicus Wealth Management. Outside of his advisory work, he serves as President and Commissioner of the Clarence Girls Softball League, a nonprofit organization promoting youth softball. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors 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 various program structures and investment options.

Janell Eckert is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has previously worked with Avantax and Tactical Wealth Management and currently provides financial services through her own sole practice. Outside of advising, she is an instructor and professional speaker offering continuing education courses for CPAs and volunteers as a board member for the Concho Valley Republican Women. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a nationwide network of advisors and provides access to various managed account options and third-party managers.