Patricia Starek is a financial advisor at Cetera with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has held various roles at firms including Avantax Insurance Agency and Avantax Investment Services. In addition to her advisory work, she serves as president of Kerats, Inc, a tax preparation and advisory firm, and is involved in managing multiple family trusts. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dakota Brewer is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. Prior to joining Cetera, he held various roles including operational and leadership positions at educational and community organizations. He serves as treasurer and board member for Future Leaders of Oklahoma and is operations director and a 50% owner of White Stag Land Co. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of program options, supported by over 10,000 advisors and $256 billion in assets under management.

Jody Deel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Cetera in 2025, Deel operated Deel Financial, PLLC and has experience dating back to 2010 in accounting and tax preparation through his own firms. He serves as a board member and treasurer for both the Abel Pregnancy Resource Center, a medical clinic supporting unplanned pregnancies, and The 315 Company, a faith-based entertainment organization. Cetera is an SEC-registered adviser that supports a large network of independent advisors serving individuals, employer-sponsored 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 over $256 billion in assets under management.

Kade Carpenter is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and owns GCMC, a tax and accounting firm. Carpenter also serves as a tax advisor and administrative assistant at related financial services firms, where he assists with tax preparation and financial planning activities. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

Scott Ruppert is a financial advisor with Cetera, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with Cetera since 2019 and previously spent 15 years with Foresters Financial and 6 years with Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Aaron Zimmer is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. He has previously worked with firms including Securian Financial Services and Minnesota Life Insurance, and currently operates his own financial services business, Aaron M Zimmer Agency LLC. Zimmer is based in St. Cloud, MN. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of services to individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, various retirement services, and access to third-party money managers across multiple program structures and investment strategies.

Judith Lefton is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has worked at Cetera and its affiliated entities since 2021, following seven years at VOYA Financial Advisors and maintaining her own firm, Lefton Financial Services, since 1998. Outside of advisory work, she is a notary public and part owner of a fixed insurance business specializing in long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors and serving individual, corporate, retirement plan, charitable, and institutional clients. 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, covering various program structures and custodial relationships.

Pauline Staab is a financial advisor with Cetera who holds Series 65 and Series 66 credentials and has 17 years of industry experience. She has worked at Cetera and its affiliated entities since 2025 and previously spent six years at Avantax Advisory Services. Additionally, she is a partner at Porte Brown LLC, a public accounting firm, where she provides attest, tax, and consulting services. Cetera Investment Advisers LLC serves a broad 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 that supports both discretionary and non-discretionary strategies.

Herman Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years with Avantax in various advisory and insurance roles. Outside of his advisory work, he serves as Treasurer and Comptroller for the First Baptist Church of Lincoln Gardens and has provided tax preparation services since 1971. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 and financial planning services, managing over $256 billion in assets.

Edward Rosenblatt is a financial advisor with Cetera who holds a Series 63 designation and has 31 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Rosenblatt serves as an Investment Advisory Commissioner for the City of Mission Viejo and is president of the Saddleback Art League, a local nonprofit organization. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, providing advisors access to affiliated and third-party managers across multiple program structures.

Mark Pendergrast is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has worked with Cetera and Regions Bank since 2016 and previously spent 12 years at Stephens Inc. 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 multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Kelley Sullivan is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company, among others. Sullivan is also involved with Renaissance Financial, where she provides securities, insurance, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Ciarra Brunn is a financial advisor at Cetera with a Series 66 designation and 10 years of industry experience. She is the owner of Marathon Financial Services, Inc., and serves as a poll worker and board member of the Rotary Club of Ravenna, where she coordinates community service activities. Additionally, she provides notary services as needed. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or construct bespoke strategies across various program structures and custodial relationships.

Luke Maddox is a financial advisor with Cetera, holding CFP® and CFA® designations and nine years of industry experience. He has worked at Renaissance Financial since 2017 and has been with Cetera and Cetera Wealth Services since 2023. Outside of his advisory work, Maddox serves as treasurer of the Omaha Pickleball Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary options across a variety of program structures and custodial relationships.

Renee Pun is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Merrill, UBS Securities LLC, and other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Joseph Ochotny Jr. is a financial advisor with Cetera who holds the PFS™ designation and has 27 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. for 27 years and operates his own CPA practice since 1990. He serves on the board of directors for Meghan's Foundation, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm with over 10,000 advisors, offering portfolio management, financial planning, and retirement services to a diverse client base including individuals, employer-sponsored plans, corporate, charitable, and institutional accounts. The firm provides multiple investment platforms and program structures, incorporating both affiliated and third-party money managers.

Travis Paull is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has held roles at several firms, including PFS Investments Inc and Primerica Financial Services, and has been at Cetera since 2022. Outside of advising, he owns and operates Eagle Vision Strategy LLC, a company providing bookkeeping and payroll services for small businesses, and teaches drum lessons through his business, Williamsburg Percussion. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

John Durkin is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 40 years of industry experience. He has worked with Ascend Financial Services, Inc. and Financial Underwriters Inc. prior to joining Cetera. Durkin is currently based in Danbury, CT. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Eric Groff is a CFP® and ChFC® with 34 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience at Concourse Financial Group Securities Inc and Everence Trust Company. Outside of his advisory work, he occasionally sells handcrafted woodworking items. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm operates a multi-manager platform that provides access to affiliated and third-party managers and various program structures.

Carli Harvey is a financial advisor at Cetera with six years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Cetera, she worked at Avantax Advisory Services and 1st Global Capital Corp. Harvey serves as a board member for Rogue Valley Farm to School and the Southern Oregon Estate Planning Council. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.