Jacob Roberie is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 13 years of industry experience. He has worked with several firms including Avantax and Darnall Sikes & Frederick, where he is a partner in a tax and accounting practice. Outside of his advisory work, he serves as a board member for Lafayette Central Park, a nonprofit responsible for operating a public park in Lafayette, Louisiana. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates services such as tax planning, bookkeeping, and estate planning, using a diversified, document-driven investment process and leveraging affiliated custodial and broker-dealer resources.

Amy Grindstaff is a financial advisor at Cetera Planning Partners in Johnson City, TN. She holds a Series 65 designation and has experience in the industry since 2024, including prior roles at Marmo Financial Group and positions in the technology and business systems sectors. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services such as investment management, comprehensive financial planning, and Social Security optimization. The firm also provides tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, using a diversified investment approach aligned with client objectives and risk tolerance.

Nicholas Barnes is a CFP® with 13 years of industry experience, currently advising at Cetera Planning Partners. His prior roles include positions at Avantax and Fidelity, among others. Barnes also serves as a city counselor in Fulton, NY, where he participates in local governance and community resource coordination. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through affiliated providers, utilizing a diversified investment approach aligned with client objectives.

Gregory Hammonds is a financial advisor at Cetera Planning Partners with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Avantax Planning Partners, WHT Advisory Services, and Crescent Financial Group. Outside of his advisory work, he serves as a director of First National Bank of Griffin and is the CEO of a CPA firm, Whaley Hammonds PC. He is also an elder at McDonough Presbyterian Church, where he leads the Personnel Committee and participates on the Stewardship Committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, and emphasizes diversified, goal-based investment strategies integrated with a larger Cetera network.

Mallory Moser is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 65 credential and previously worked at Avantax Planning Partners and M2 Financial Strategies LLC. Outside of her advisory role, Moser is an associate at ICAN, Inc., a company specializing in navigation and communications software, where she assists with client relationships and project support. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and unique ancillary services such as tax preparation and estate planning through third-party providers, with a diversified investment approach tailored to client objectives and risk tolerance.

Catherine Mc Daniel is a CFP® professional with nine years of experience in the financial services industry. She is currently with Cetera Planning Partners and Cetera Wealth Services. Her prior experience includes roles at Avantax Advisory Services, Raymond James Financial Services, and Core+ Financial Strategies. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, with an investment process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Trace Weatherford is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and previously worked at The Retirement Planning Group. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach aligned with client objectives and risk tolerance.

Andrea Addo is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 65 credential and has worked concurrently at HK Financial Services, Inc. and Olsen Thielen & Co., Ltd., where she is a Principal and accountant at a regional CPA firm. Andrea serves as a Finance Committee Member for the nonprofit organization True Friends. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services into its offerings and operates within a larger Cetera network, leveraging affiliated custodial and broker-dealer resources.

James Spiegelberg is a financial advisor with Cetera Planning Partners and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including longstanding roles at Avantax and ProEquities. Outside of advising, Spiegelberg is the owner of James H Spiegelberg CPA LLC, providing tax, accounting, and consulting services, and serves as an outside director and audit committee chairman for 1895 Bancorp of Wisconsin. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, employing a diversified, document-driven investment process.

Lance Dieleman is a financial advisor with Cetera Planning Partners in Urbandale, IA, holding the PFS™ designation and two years of industry experience. Prior to joining Cetera, he worked with Avantax Insurance Agency and Avantax Planning Partners. He is also a shareholder in Schuring & Uitermarkt PC DBA Welgaard CPAs & Advisors and serves on the finance committee of the Urbandale Food Pantry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Louis Loparo is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds a Series 65 designation and has previously worked at Avantax Planning Partners, Inc. Outside of his advisory role, he serves as treasurer for the Euclid Schools Foundation and participates in community efforts through the Northern Ohio Italian American Foundation. He is also a shareholder at Hobe & Lucas Certified Public Accountants, Inc., which provides accounting, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with offerings that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services alongside a diversified investment approach tailored to clients’ objectives and risk tolerance.

Lori Larson is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She has previously worked at Avantax Planning Partners, Inc. and has been with Casey Peterson, Ltd., a full-service CPA firm, for 20 years where she provides tax advice, oversees staff, and handles tax planning and consultations. Larson serves as a board member of the West River Estate and Financial Planning Council, coordinating continuing professional education speakers for the local estate planning community. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate planning services with a diversified investment approach tailored to client objectives and risk tolerance.

Eric Lans is a Certified Financial Planner (CFP®) and holds a Series 65 license with 15 years of industry experience. He currently works at Cetera Planning Partners, joining the firm in 2025 after 24 years at First Financial Advisors, Inc. Outside of his advisory role, Lans serves as a member and officer of Park Tower, LLC in Muskegon, MI. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm distinguishes itself through additional services such as tax planning, bookkeeping, payroll support, and estate planning under its Legacy Wealth Strategies program, integrating resources from the larger Cetera network.

Joan Moody is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and 20 years of industry experience. She has worked with multiple firms within the Cetera and Avantax networks and serves as a partner at Darnall, Sikes & Frederick, a certified public accounting firm. Moody is also a member and financial advisor at DSF Wealth Partners LLC and acts as an estate executor. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management alongside ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, employing a diversified investment approach tailored to client objectives and risk tolerance.

Brian Stephens is a CFP® and PFS™ credentialed advisor with 30 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has held previous roles within the Cetera network as well as other financial and accounting-related positions. Stephens also serves in various trustee and fiduciary roles and is involved in community organizations such as the Lafayette Place Section Two Property Owners Association. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm employs a diversified investment approach using mutual funds and ETFs tailored to client objectives, supported by an integrated network of affiliated custodial and advisory resources.

Michael Schlitter is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 65 credential and also serves as a certified public accountant at Erpelding Voigt & Co., LLP, where he manages staff accountants and provides tax preparation and advisory services. Schlitter is the treasurer of the Iowa Great Lakes Rotary Club, overseeing financial records and tax filings for the nonprofit. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios aligned with client objectives and risk tolerance and integrates tax, bookkeeping, payroll, and estate-planning services through third-party partnerships.

Jennifer Penning is a financial advisor at Cetera Planning Partners with three years of industry experience. She holds a Series 65 credential and has previously worked at Avantax Planning Partners, Inc., Erpelding, Voigt & Co., LLP, and Hogan-Hansen, PC. Outside of her advisory role, she serves on the board and finance committee of the Algona Family YMCA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers services including investment management, financial planning, tax planning, and estate planning through third-party partnerships. The firm employs a diversified investment approach using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, with options for discretionary or non-discretionary account management.

Joseph Kovar is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to joining Cetera Planning Partners, he held various roles at Avantax and 1st Global Advisors. Outside of his advisory work, Kovar is the owner of a family vineyard where he manages winemaking activities. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance and integrates various affiliated resources within the larger Cetera network.

Hayden Teruya is a financial advisor at Cetera Planning Partners with two years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including The Retirement Planning Group and First Hawaiian Advisors. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, supported by a diversified investment approach tailored to client objectives and risk tolerance.

Blake Adams is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Avantax and Securities America. Outside of advising, he co-founded an online custom dress shirt business and serves on the boards of the Boys & Girls Clubs of Acadiana and the Beaver Club of Lafayette. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations tailored to clients’ objectives and risk tolerance, supported by a broader Cetera network providing additional custodial, lending, and estate-planning resources.