Jeffrey Basik is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves as treasurer for the nonprofit Haven of Hope International and is chairman of the finance and missions teams at Tree of Life Church. He is also part-owner of Repurposed Materials of Naples, a waste recycling business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Dan Foster is a CFP®-certified financial advisor with 41 years of industry experience, currently affiliated with Cetera. He has worked at AIM Financial Consulting Group Inc. since 1984 and has been associated with Cetera Advisors LLC since 2014. Outside of his advisory roles, he is involved in nonprofit work through The Alley Food Ministry, which provides food to homeless and food-insecure individuals, and volunteers pro bono financial advice for Homes for Our Troops, a foundation supporting disabled veterans. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management solutions through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies, supported by comprehensive supervisory and review processes.

Estel Freese is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she spent six years at Avantax Investment Services and 17 years with 1ST Global Advisors. Outside of her advisory role, she consults on tax issues and retirement planning for employee benefit plans as an outside consultant for WEST & COMPANY, LLC, CPAs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Michael Farley is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has worked at Cetera and its predecessor firms since 2007 and is the owner and president of Farley Financial Partners, Inc., where he has been involved since 1999. He volunteers with St. Thomas Academy, a nonprofit organization. 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 a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Erik Ermentraut is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Avantax Advisory Services and Trinity Wealth Securities. He also serves as an Associate Financial Advisor at Van Buren Financial Group. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a broad client base through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services using a multi-manager platform with discretionary and non-discretionary options.

Michael Livens is a financial advisor at Cetera with 27 years of experience. He holds Series 63, 65, and 66 licenses and has extensive experience in tax preparation and accounting through his own firm, Michael D Livens, PC, which he has operated since 1994. Prior to joining Cetera in 2025, he worked with Avantax-affiliated firms for nearly two decades. In addition to his advisory role, he is an independent insurance agent and provides accounting and tax services to business clients. Cetera Investment Advisers LLC serves a nationwide network of independent advisors, offering advisory services to individual, retirement plan, corporate, charitable, and institutional clients. The firm provides flexible portfolio management and financial planning options through a multi-manager platform with access to affiliated and third-party managers.

Joseph Wright is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes long-term roles with Cetera Wealth Services, Independence Portfolio Partners LLC, and Atlas Brokerage Company LP. Outside of his advisory work, he serves as finance committee chairman at Mt. Olivet Methodist Church and acts as a successor trustee for a revocable trust. Cetera Investment Advisers LLC is a nationwide firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over 10,000 advisors managing approximately $256 billion in assets.

Desiree Ebhert is a financial advisor at Cetera with five years of industry experience and holds Series 65 and Series 63 licenses. Her prior roles include positions at T. Rowe Price Investment Services, Fis, and Avantax Investment Services. Outside of her advisory work, she has been involved with Amazon Flex since 2024. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services, operating a multi-manager platform with access to affiliated and third-party managers and servicing over 800,000 clients.

Colin Burdette is a financial advisor at Cetera with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Prosperity Advisors and other firms, as well as experience in legal support and customer service. 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 variety of portfolio management and consulting services through a nationwide network of independent advisors and provides access to model portfolios, third-party managers, and customized strategies across multiple program structures.

Richard Redmann Jr. is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Ochsner Health Plan, Inc. and Peoples Health, with additional work in marketing through Redmann Marketing, Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm offers multiple program structures and manager options, overseeing more than $256 billion in assets through over 10,000 advisors.

John Cunningham is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at multiple firms including DSF Wealth Management Group and Cetera Wealth Services. Outside of his advisory role, he is involved in selling life, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with access to various investment strategies and program structures.

Craig Turner is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previous work experience including roles at Jetty Life LLC and Keller Williams Preferred Properties. Turner also served in Surf City Borough for nine years. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with a variety of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.

Ronald Speakman is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 65 and Series 66 credentials and has worked at Cetera and its affiliated firms since 2025. Prior to that, he spent over 15 years at 1ST Global Advisors and has been a CPA since 2004. 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 a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Shawn Magerski is a financial advisor at Cetera with one year of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab & Co., Inc., Nfp, Barnes and Thronburg, and Networks Connect. His background also includes several years of full-time education prior to entering the financial services field. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program platforms and third-party managers.

Daniel Wright is a financial advisor at Cetera with a Series 66 credential and less than one year of industry experience. Prior to joining Cetera, he worked at Symmetry Financial Group, Waffle House, and Intermodal Cartage Company. He serves on the advisory board of the African Youth Philanthropy Network, providing insight into American investment perspectives for the organization based in Accra, Ghana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and employs a multi-manager platform featuring both affiliated and third-party managers across discretionary and non-discretionary program structures.

Scott Gull is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Voya Financial Advisors and Pro Financial, and he currently owns Gull Wealth Management. Outside of financial advising, he is involved as an independent insurance agent and has supported a window cleaning startup. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 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.

Caroline Wasielevski is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated firms since 2022 and has prior work history that includes community and retail positions. 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 across multiple program structures, supporting over 10,000 advisors and $256 billion in assets under management.

Anders Hebeler is a financial advisor with Cetera, holding Series 63 and Series 65 licenses. He has been with Cetera Advisors LLC since 2025 and has prior experience at Mannes Financials and Newport Classic Cruises. He has also worked in various roles at 360 Main, the University of Rhode Island, the Town of Trumbull, and Trumbull High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

William Conerly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 15 years before joining Cetera in 2025. In addition to his advisory role, he acts as an insurance agent representing annuity and life insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management options, financial planning, and access to both affiliated and third-party money managers, managing over $256 billion in assets.

Joseph Reid is a CFP® and ChFC® with nine years of industry experience, currently serving as an advisor at Cetera in Topeka, KS. His prior experience includes roles at Edward Jones and Avantax, as well as managing seasonal operations at Gary Starr’s Berries Fall Festival. He is also a member of the resource development committee for the United Way of Kaw Valley. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a broad client base including 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 third-party money managers.