Alisha Schweizer is a financial advisor with Cetera Planning Partners in Springfield, TN, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions with Avantax and 1st Global Advisors, among others. She also engages in equity and fixed indexed annuity sales as part of her financial advisory work. 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 process emphasizes diversified allocations aligned with client objectives and integrates additional services such as tax planning, bookkeeping, and estate planning through affiliated providers.

Donald Sarcone is a financial advisor with Cetera Planning Partners, holding a Series 66 credential and bringing 27 years of industry experience. His career includes prior roles at Avantax Advisory Services and 1st Global Advisors. Outside of advising, he is a partner at Desantis Kiefer Shall & Sarcone, LLP, a CPA firm, and serves as a director on the board of a condominium association in Monmouth Beach, NJ. Cetera Planning Partners serves individual and high-net-worth clients, with an emphasis on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning and estate planning delivered through a third-party provider.

De Shayne Hoag is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 license and one year of industry experience. He previously worked at Avantax Planning Partners for two years and has been an income partner at Casey Peterson, Ltd, a firm providing tax, assurance, consulting, and financial advisory services, where he manages client engagements and will become a shareholder effective January 1. 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 alongside ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Frank Goldberg is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds a Series 65 designation and has worked previously with HK Financial Services, Inc. and Honkamp Krueger Financial Services. In addition to his advisory role, he operates a sole proprietorship as a CPA, providing tax preparation, consulting, and bookkeeping services. 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, integrating additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Frank Diebold Jr. is a Series 65 credentialed advisor with 27 years of industry experience. He currently works with Cetera Planning Partners and previously spent over two decades at Honkamp Krueger Financial Services, alongside operating Diebold & Associates since 1978. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including Social Security optimization, tax planning, estate planning, and related ancillary services.

Patrick Mutchler is a financial advisor with Cetera Planning Partners, holding a Series 65 designation and 15 years of industry experience. He has worked with HK Financial Services, Inc. and Investment Alliance, LLC, and is also a partner and accountant at Brickley DeLong, Inc., a regional CPA firm where he has been since 1990. In addition, he serves as a trustee for the Keeda Lasko trust. 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 ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment process centered on diversified allocations tailored to client objectives and risk tolerance.

Jena Reinheimer is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. She has two years of industry experience, including roles at GA Investment Management and Avantax Planning Partners. Prior to her financial services career, she worked at Mac's Cafe and has a background in education from Butler High School and Slippery Rock University. 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, and estate-planning through third-party providers, with an investment process centered on diversified allocations aligned with client objectives and risk tolerance.

William Pembroke is a financial advisor at Cetera Planning Partners with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience with several firms including Avantax and 1ST Global Capital. Pembroke also serves as Treasurer for a local commercial building owners association. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, providing investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment process emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by a broad range of affiliated resources and ancillary services such as tax planning and estate strategies.

Devin Pfaff is a financial advisor at Cetera Planning Partners with one year of industry experience. He holds the Series 65 designation and is also a shareholder and director of the attest team at Casey Peterson, Ltd, a CPA firm providing tax, accounting, audit, and wealth management services. Additionally, he is a part owner of Turnac Four, LLC, a company involved in managing commercial real estate. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by a formal planning process and integration with a larger Cetera network providing affiliated custodial and brokerage resources.

Jeffrey Callahan is a CFP® professional with 22 years of experience in financial advising. He is currently with Cetera Planning Partners and has prior experience at Avantax and 1st Global Advisors. His career includes roles in wealth management and financial planning across multiple firms within the Cetera and Avantax organizations. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with additional services such as tax planning, bookkeeping, and estate planning through third-party providers. Their investment approach centers on diversified portfolios of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by integration within the larger Cetera network and affiliated resources.

Travis Mitchell is a financial advisor with Cetera Planning Partners in Marietta, GA, holding Series 63, 65, and 66 credentials and over 31 years of industry experience. He has worked at various Cetera entities since 2015 and held positions at Avantax firms and PNC Wealth Management. 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, including Social Security optimization and retirement advice, supported by ancillary services such as tax planning, bookkeeping, and estate planning through a third-party provider.

Michael Russell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners since 2022. His prior experience includes roles at Creative Planning, Centriq Training, and CBOE Global Market. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and ancillary services such as tax planning and estate-planning support. The firm’s investment approach emphasizes diversified allocations aligned with clients’ objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

Ryan Costello is a CFP® professional with 23 years of industry experience, currently serving at Cetera Planning Partners since 2004. Based in Leawood, KS, he holds Series 63 and Series 65 licenses and has spent over two decades with his current firm. 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 a third-party provider, employing a diversified investment approach tailored to clients’ objectives and risk tolerance.

Angelo Coppolino is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax Investment Services and 1st Global Advisors. In addition to his advisory role, he is a CPA with Moore Stephens, P.C., where he has been involved since 1974. 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 advice. The firm integrates a formal planning process with diversified portfolio allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Mark Lindstrom is a CFP® professional with 12 years of industry experience, currently with Cetera Planning Partners. He also owns and operates Mark T. Lindstrom CPA LLC, providing tax and financial planning and compliance services. Lindstrom has prior experience at Honkamp Krueger Financial Services. 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 Social Security optimization and retirement advice, alongside ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Gary Calmes is a CFP® with 18 years of industry experience, currently serving at Cetera Planning Partners. He has a long-standing career that includes ownership of Calmes Financial and leadership roles on the Denton Fire Pension Board since 2014. Outside of his advisory work, he holds board positions with Denton Calvary Academy and the Woman to Woman Pregnancy Resource Center, and serves as an elder at Denton Bible Church. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering comprehensive financial planning, investment management, and retirement-related advice. The firm integrates diversified mutual fund and ETF portfolios with ancillary services such as tax planning, bookkeeping, and estate-planning support through its network affiliations.

Jeffrey Knapp is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked with firms including Avantax Investment Services and ProEquities, Inc. Knapp serves on several local nonprofit boards, including as treasurer for the Johanna Restoration Foundation and the Sullivan Building Foundation, and chairs the Algona Rotary Club Foundation. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including tax services and an estate-planning offering, using a diversified investment process tailored to clients’ objectives and risk tolerance.

Robert Darnall Jr. is a CFP® and PFS™ credentialed financial advisor with six years of industry experience, currently serving at Cetera Planning Partners. He has an extensive background that includes roles at Avantax-affiliated firms and ongoing work at Darnall, Sikes, and Frederick CPAs, where he provides tax and audit services. He also serves as Co-Treasurer for the foundation supporting Our Lady of Fatima school in Lafayette, LA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a document-driven planning process with diversified allocations, and distinguishes itself through access to a broader Cetera network, including tax planning, bookkeeping, and estate planning services.

Wray Cooper Jr. is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 25 years of industry experience. He has worked at several firms, including HK Financial Services, Inc. and Blue & Co, LLC, where he serves as Director Emeritus providing tax, consulting, and business valuation services. Cooper is also a board director and shareholder of Benefits Administrators, LLC. 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 provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning, and utilizes a diversified investment approach with an emphasis on client objectives and risk tolerance.

Lawrence De Baltzo is a financial advisor with Cetera Planning Partners in Independence, Ohio, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years. In addition to his advisory role, he is a shareholder and heads the tax and business valuation departments at Hobe & Lucas, Certified Public Accountants, Inc., where he provides accounting, consulting, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, offering 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.