Matthew Cash is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at firms including Robert W. Baird and UBS Financial Services. His background includes roles at multiple Cetera and Avantax affiliated firms. 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’s approach emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by integrated services such as tax planning, bookkeeping, and estate planning.

Lucas Gooding is a financial advisor with Cetera Planning Partners in Westerville, OH, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at Avantax entities and Citizens Bank, among others. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified allocation approach centered on mutual funds and ETFs, supported by a formal planning process and a range of ancillary services such as tax planning and estate strategies.

Loretta Aquino is a financial advisor at Cetera Planning Partners with 27 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at firms including Avantax Advisory Services and her own accounting practice, Aquino & Co. CPA, PLLC. Aquino also serves as an elected Board of Trustee member for Staten Island Academy. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with investment management, comprehensive financial planning, and retirement-related advice. The firm offers integrated services such as tax planning, bookkeeping, and estate planning, supported by a formal, document-driven planning process and access to affiliated custodial and investment resources.

Taylor Pearson is a financial advisor at Cetera Planning Partners with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Cetera Planning Partners in 2021, he worked at TD Ameritrade, AXA Advisors, The Vanguard Group, and Citizens Bank of Kansas. 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 advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, employing a diversified investment approach based on clients’ objectives and risk tolerance.

Kathy Lum is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. Her career includes long-term roles with Lee Financial Group Hawaii, Inc. and related entities before joining Cetera Planning Partners in 2024. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s approach emphasizes diversified portfolios aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through third-party partnerships.

Robert Carey is a financial advisor at Cetera Planning Partners with 19 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at multiple firms, including Avantax and Cetera Wealth Services. Carey is also involved with Carey & Hanna CPAs and has served as a principal of Snarpezel.com, Inc. for over a decade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services with a diversified investment approach tailored to client objectives and risk tolerance.

Sarah Kleinschmidt is a financial advisor at Cetera Planning Partners with six years of industry experience. She holds a Series 66 designation and previously worked at Lee Financial Group Hawaii, Inc. and related affiliates for five years. Since June 2024, she has served as Co-Chair of the Investment Commission Board for The Episcopal Church in Hawaii. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, including tax, bookkeeping, payroll, and estate-planning services, with an investment approach centered on diversified allocations tailored to client objectives and risk tolerance.

Kevin Jaegers is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Cetera Planning Partners since 2016. He holds Series 63 and Series 65 licenses and is based in Leawood, KS. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified mutual fund and ETF allocations aligned with clients’ objectives and risk tolerance and offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Rami Kassissieh is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the PFS™ designation and has previously worked at Avantax Planning Partners and HCJ CPAs & Advisors PLLC. Outside of his advisory role, Kassissieh serves as treasurer for Ice Man Men's Wear Inc., a men's retail clothing store in Little Rock. 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 focuses on diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Taylor Herbst is a CFP® professional with 12 years of industry experience, currently advising at Cetera Planning Partners. His prior experience includes roles at Avantax and ProEquities, and he also provides financial planning support services through HK Financial Services, assisting advisers in developing client financial plans. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management alongside additional services such as tax planning, bookkeeping, and an estate-planning program delivered through third-party providers.

James Mikesell II is a Series 65 credentialed financial advisor with 15 years of industry experience. He has worked at Cetera Planning Partners since 2025 and previously spent 15 years at First Financial Advisors, Inc. Outside of his advisory role, he is involved in residential and commercial real estate management through two family-owned entities. 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 a third-party provider, utilizing a formal planning process and diversified allocations tailored to client objectives and risk tolerance.

Clayton Darnall is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Avantax and 1st Global Advisors. Outside of his advisory role, he serves as a volunteer board member for the Community Foundation of Acadiana and as treasurer on the board of the Children’s Museum of Acadiana. 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 a diversified investment approach with additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Cassidy Fowler is a financial advisor with Cetera Planning Partners in Finleyville, PA. Holding a Series 65 designation, Fowler has one year of experience at Cetera after two years with Avantax Planning Partners and has been involved in financial services since 2019. Outside of advising, Fowler operates a sole proprietorship providing accounting and tax-related services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm emphasizes diversified portfolios constructed from mutual funds and ETFs and provides ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Brian Fisher is a financial advisor at Cetera Planning Partners with seven years of industry experience. He holds the PFS™ designation and has previously worked at Brady Martz Wealth Solutions and Avantax Planning Partners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing 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, with an investment approach centered on diversified mutual fund and ETF allocations aligned to client objectives and risk tolerance.

Alexander Chan is a financial advisor with Cetera Planning Partners in Saint Paul, MN, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at H-Beck, CRI Securities, and Securian Financial Services, among others. Chan has been with Cetera-affiliated firms since 2023. 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 ancillary services such as tax planning, bookkeeping, and estate planning, and its investment process emphasizes diversified allocations tailored to client objectives and risk tolerance within a larger Cetera network.

Peter Bender is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2026. His prior experience includes roles at Avantax Investment Services and Yeo & Yeo Wealth Management. Bender is active in nonprofit and community organizations, holding leadership and trustee roles with entities such as St. Lorenz Lutheran Church Foundation, Camp Rotary Foundation, and Concordia Center for the Family. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through a third-party provider.

Terra Norton is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Cetera Planning Partners, she worked at Avantax Insurance Services and ProEquities, Inc. Norton is also a partner and accountant at Above The Line Certified Public Accountants and serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming. 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 integrates tax planning, bookkeeping, and estate-planning services within a diversified investment approach tailored to client objectives and risk tolerance.

Robert Buckley is a financial advisor with Cetera Planning Partners in West Des Moines, IA, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Denman & Company since 2007 and Avantax Planning Partners from 1999 to 2026. In addition to his advisory role, Buckley is a former shareholder and accountant at Denman & Company, a regional CPA firm, where he provided tax and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates diverse financial services including tax planning, bookkeeping, and estate planning through affiliated providers, using a formal, document-driven planning process with diversified portfolios aligned to client objectives and risk tolerance.

Reed Hersma is a financial advisor with Cetera Planning Partners in Leawood, KS, holding a Series 65 designation and four years of industry experience. Prior to joining Cetera Planning Partners in 2021, he worked in various roles including at the University of Kansas and Ryan Transportation. 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’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a range of ancillary services such as tax planning and estate planning.

Anthony Tidswell is a financial advisor with Cetera Planning Partners who holds a Series 65 credential and has 15 years of industry experience. He formerly worked at First Financial Advisors, Inc. for 26 years before joining Cetera Planning Partners. Outside of his advisory role, he is involved in several commercial real estate ventures as a member of multiple LLCs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive 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, utilizing diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.