Joseph Marshall is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 44 years of industry experience. He has been associated with Cetera and its affiliates since 2016 and also operates J. Marshall Associates, a financial services and insurance business. Outside of his advisory work, he serves as president of the Vietnam Veterans Memorials Wall Committee and is a board member of the Fall River Redevelopment Authority. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party managers along with a variety of program structures.

Tak Jue is a financial advisor with Cetera, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2000 and also owns and operates Accounting Network Tax Service, Inc., providing accounting and tax filing services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering diverse portfolio management and financial planning options through a large network of independent advisors.

Miranda Petersen is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been involved with Steele Financial Services, Inc. since 2005, where she is a Vice President and 50% partner. Her background includes roles at Avantax and Growler Keep. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Russell Dunn is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2004. In addition to his advisory role, he is the owner of Dunn & Co. CPA's PA, a tax preparation firm, and is involved in teaching CPA review courses. He also serves as a board member of the Masthead Cove Yacht Club, a nonprofit organization focused on sailing activities. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers across multiple program structures.

Michael Brescia is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked in the NY State Attorney General's Office Trust and Estates Division. In addition to his advisory role, Brescia is president of a legal practice specializing in estate planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, 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.

James Woodall is a CFP® professional with six years of industry experience, currently affiliated with Cetera in Dallas, TX. His prior roles include positions at Avantax Advisory Services and Fidelity Brokerage Services LLC, among others. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and consulting services, supporting both discretionary and non-discretionary strategies.

Joshua Shaver is a financial professional at Cetera with 19 years of industry experience. He holds a Series 66 designation and has worked at Diamond State Financial Group since 2007, as well as at Securian Financial Services and Minnesota Life Insurance from 2007 to 2023. Shaver serves as vice president of DSFG CARES, a charitable board focused on local giving initiatives. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of advisory services to individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering portfolio management, financial planning, and access to various third-party managers across discretionary and non-discretionary programs.

Shane Landis is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc over the past several years. Landis is also involved as a financial planner with Everence Trust Company, providing insurance, investment, and financial planning services as well as charitable planning through the Everence Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management options and financial planning services through a large network of independent advisors and multiple program structures.

Jacob Schmahl is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has operated Schmahl Financial Group since 2012. Schmahl is the founder and owner of Vero Wealth LLC, a wealth management firm. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures and custodians.

John Bensfield is a financial advisor at Cetera with Series 63 and Series 65 licenses and 31 years of industry experience. He has been associated with Cetera since 2006 and has a longer career dating back to 1973 through his ownership of Bloom Associates Inc, where he also serves as a licensed CPA and provides health insurance services. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and consulting services. The firm offers a range of program structures and strategies supported by a large nationwide network of independent advisors and manages over $256 billion in assets.

Thomas Galbraith is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. His career includes roles at Summit Financial Group Inc. and Cetera Wealth Services, LLC, spanning two decades. He also owns KG Financial Group, which provides life and health insurance solutions for small companies and individuals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.

James Koerner is a CFP® professional with 14 years of industry experience, currently serving at Cetera. He has prior experience at Avantax Advisory Services and 1st Global Advisors, and has operated a tax preparation and accounting practice since 1992. Koerner is also involved in Koerner Wealthcare, LLC, which provides financial planning and asset management services. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of portfolio management and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides access to multiple program structures and third-party money managers, managing assets exceeding $250 billion.

Thomas Jenkins III is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and has been involved with Shoemaker Agency and Ascend Financial Services since 1992. Jenkins also owns Shoemaker Insurance Solutions, a fixed insurance sales business based in Germantown, TN. 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 range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Jessica Leverenz is a CFP®-certified financial advisor with 13 years of experience, currently affiliated with Cetera. She has also been involved with LMR Financial Group LLC as owner and president since 2016 and serves as a financial advisor at LMR Advisors LLC. Outside of her advisory roles, she holds nonprofit positions including executive presidential assistant at JCI Michigan and board member for the Redford Jaycee Legacy Fund. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and provides access to affiliated and third-party money managers through a multi-manager platform.

Philomena Hatcher is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. She has been with Cetera Advisors LLC since 2013 and maintains a role as a partner at Ridgeline Realty Holdings, LLC. Outside of her advisory work, she has longstanding experience with the Atlanta VA Medical Center. 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 multiple portfolio management and financial planning solutions through a large network of independent advisors and provides access to a variety of third-party and affiliated investment models.

Jami Martorana is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Cetera and its related entities since 2016 and has prior experience with Foresters Financial Services. Outside of her advisory role, she serves as president of a BNI networking chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor 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 multi-manager platform with access to various program structures and third-party managers.

Caylee Fields is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has been with Cetera Investment Services LLC and Cetera since 2017 and previously worked at Regions Bank and Money Concepts Corp. 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 various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Vickie Boggio is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and with 20 years of industry experience. She has been with Cetera and its affiliates since 2013. Boggio serves as a citizen trustee on the Longview Fireman's Relief and Retirement Fund Board of Trustees, where she is involved in reviewing retirement and disability claims. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, 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 with access to both affiliated and unaffiliated third-party managers within multiple program structures.

Michael Messer is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 65 licenses, bringing 36 years of industry experience. He has held various roles in insurance and financial services firms and is co-owner of Evolve Financial Advisors. Messer has leadership responsibilities in several insurance agencies and financial management companies. 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 diverse portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with a variety of program options and affiliated resources.

Paul Williams is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He currently works at Cetera and has been part of the firm and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Paul sells life, disability, annuities, and long-term care insurance as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored 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 third-party money managers.