Roxanna Bruss is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera in De Pere, WI. She has been with Cetera and its related entities since 2016. Cetera Investment Advisers LLC is an SEC-registered adviser that 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, utilizing multiple program structures and custodial relationships.

Jason Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2023 and was previously with Ameriprise Financial Services, Inc. for 12 years. He is also the owner of JT Wilson Capital Management, a financial services business. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, servicing over 800,000 clients through more than 10,000 advisors.

Amber Richards is a financial advisor with Cetera who holds 15 years of industry experience. She has been with Cetera and its related entities since 2012. Outside of her advisory role, Richards is involved in managing financial and operational activities for a property management company and owns an enterprise that engages in residential property renovation and cryptocurrency mining for personal investment. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with various program options and custodial relationships.

Michael Dowling is a financial advisor with Cetera who holds the Series 66 designation and has 24 years of industry experience. He has been with Cetera since 2014 and previously worked at Standard Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anahid Luke is a CFP® with 27 years of industry experience and is currently affiliated with Cetera. She has held roles at Avantax and National Planning Corporation and is the owner and president of Luke Services, Inc., operating Comprehensive Financial Services. Cetera Investment Advisers LLC is a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Jeremy Darstek is a CFP® with 16 years of experience in financial services, currently affiliated with Cetera. His prior work includes roles at Ameriprise Financial Services and LPL Financial. Outside of advisory work, he serves as treasurer for the Collier County Medical Society Foundation and is CEO of a company involved in real estate holdings, as well as leading a concierge medical practice operated by his spouse. Cetera Investment Advisers LLC provides advisory 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 utilizing both affiliated and third-party managers across various program structures.

Frank Welch is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Cetera since 2018 and previously spent over a decade with SunTrust Advisory Services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to both affiliated and third-party managers.

Jason Theisen is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and 11 years of industry experience. He has worked at Cetera and its affiliate Cetera Investment Services LLC since 2020 and has prior experience with Stratos Wealth Partners and Ibis Capital. Outside of his advisory role, he serves as Registered Practice Operations Coordinator for Pushpin Financial, a Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individual, corporate, charitable, and institutional clients with a range of customizable investment programs and access to third-party managers.

Jack Tillery Jr. is a financial advisor at Cetera with nine years of industry experience and holds the Series 66 designation. He has worked at Cetera and Cetera Investment Services LLC since 2017 and has been employed by Regions Bank since 2009. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.

Thomas Watkins is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 32 years of industry experience. His prior roles include positions at Thompson And Thompson Consulting Inc and Jack Schroeder And Associates, Inc. Outside of his advisory work, he serves as president of the Totowa Public Library board. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Francisco Carrillo is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Cetera and Cetera Wealth Services, LLC since 1998. Outside of his advisory role, he is the owner and president of Carrillo Asset Management, LLC, an entity established for tax filing and liability protection. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a diverse range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Elvis Medica is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He provides services through Porte Brown Wealth Management, LLC, and is also the founder and CEO of G&M Legacy Ventures, LLC, an e-commerce business specializing in shoes and apparel sold on Amazon. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Devin Durocher is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His previous roles include positions at LPL Financial and Monroe Bank and Trust. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Brian Sears is a financial advisor with Cetera in Saint Joseph, MO, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for nine years and has been with Cetera and affiliated entities since 2026. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform, supporting various investment strategies and program structures.

Cameron Peters is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 26 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2026, and previously was with Equitable Advisors LLC and Wells Fargo Clearing. Peters is also a member of Signature Wealth Concepts. Cetera Investment Advisers LLC is an SEC-registered adviser 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 retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Guy Anderson is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 36 years of industry experience. He previously worked at VOYA Financial Advisors from 2014 to 2021 and has been with Cetera and Cetera Wealth Services since 2021. Outside of his advisory role, he is also an independent insurance agent and is involved with INOVA Financial Associates. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

David Lamb is a financial advisor with Cetera, holding CFP® and Series 66 credentials and over 26 years of industry experience. He has worked at various firms including Avantax and has served as a CPA principal at Lamb, Mason, Bulger & Co, P.C. since 2002. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors, offering a range of portfolio management, financial planning, and retirement services across multiple program structures and custodial relationships.

Patrick Zimmer is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Heritage Financial Services LLC since 2017 and has held positions at Securian Financial Services Inc and Minnesota Life Insurance Co. Outside of his advisory work, Zimmer serves as treasurer for First Lutheran Church in Plattsmouth, Nebraska. Cetera Investment Advisers LLC is a large SEC-registered adviser 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 multi-manager platform that includes both affiliated and third-party managers.

Nicholas Carter is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He previously worked at Morgan Stanley from 2012 to 2024. Outside of his financial advisory role, he serves as an official and referee in adult and amateur hockey leagues. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Jay Sylva is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2021, following seven years at VOYA Financial Advisors. In addition to his advisory work, he operates as an independent insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to proprietary and third-party strategies.