Joseph Webster is a CFP® designated financial advisor with four years of industry experience. He is currently with Cetera Planning Partners and has prior roles at Avantax-related firms and Davis & Associates CPA Firm. Outside of his advisory work, he is involved with BCOR Administrative Services LLC, where he works on client relationship management and collaborates with CPAs to support household financial needs. 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 tax planning, bookkeeping, payroll support, and estate-planning services within a larger Cetera network, utilizing diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Julie Wilson is a Series 65 licensed financial advisor with 16 years of industry experience. She is currently with Cetera Planning Partners and has previously worked with Avantax Investment Services and Avantax Planning Partners. Wilson is based in Dubuque, IA. 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’s approach includes diversified allocations using mutual funds and ETFs, with services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Adam Thielen is a financial advisor at Cetera Planning Partners with a Series 65 designation and three years of industry experience. He previously worked at Avantax Planning Partners, Inc. for four years and leads the Estate, Trust, and Gift taxation team at Olsen Thielen & Co., Ltd, where he has been involved in tax compliance and financial advisory services since 2012. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates diversified allocations with a formal planning process and provides ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers.

Brian Russell is a financial advisor at Cetera Planning Partners with 19 years of industry experience. He holds a Series 63 designation and has held previous roles at Avantax Investment Services, Avantax Planning Partners, and ProEquities. In addition to his advisory work, Russell serves as president and CPA of Russell & Associates LLC, a public accounting and consulting firm. 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-related advice. The firm’s approach emphasizes diversified portfolios tailored to client objectives, and it provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Ed Sikes is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Mr. Sikes has a background that includes long-term roles at Avantax Advisory Services and 1st Global Advisors, as well as serving as president of a CPA firm, Darnall, Sikes & Frederick, since 1989. 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 provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, integrating a diversified investment approach aligned with client objectives and a broad network of affiliated resources.

Deborah Jones is a CFP® professional with 33 years of experience in financial planning and wealth management. She is currently with Cetera Planning Partners and has an extensive background including over two decades at Avantax Advisory Services and running her own firm, Jones Tax & Financial Services, Inc. In addition to her advisory work, she serves on the board of a local office association. 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 integrated services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers, and utilizes a diversified, document-driven investment approach tailored to client objectives and risk tolerance.

Laura Danlasky Daigle is a financial advisor at Cetera Planning Partners with 26 years of industry experience. She holds Series 63 and Series 66 credentials. In addition to her work in finance, she is an independent vocalist and owns a small handmade jewelry business. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management alongside comprehensive financial planning and retirement-related advice. The firm integrates a formal planning process with diversified allocations and provides additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Moises Ospina is a financial advisor with Cetera Planning Partners in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Avantax and 1st Global Capital Corp. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and specialized retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through affiliated providers.

Michael Vermeer is a financial advisor with Cetera Planning Partners in Pella, IA, holding a Series 63 designation and 26 years of industry experience. His prior roles include positions at ProEquities and Avantax Investment Services, with concurrent involvement in accounting through Schuring & Uitermarkt, P.C., where he serves as a shareholder. He also holds a vice president role at Radjas, Inc., a drive-in theatre, and participates in production management for Biotech Management, LLC. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach focuses on diversified allocations of mutual funds and ETFs aligned with client objectives, complemented by ancillary services such as tax planning and estate strategies through third-party providers.

Jay Doraiswami is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Wealtheon Advisors LLC for six years and JPMorgan Securities LLC for four years. 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 also offers tax planning, bookkeeping, payroll support, and estate-planning services through a third-party provider, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Davin Carey is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Avantax Planning Partners and several affiliated entities, as well as at Carey & Hanna CPAs. Carey serves on the boards of a non-profit housing corporation and Chabad, where he advises on real estate and business matters, and participates on the Thousand Oaks Investment Review Committee. 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 offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach integrated within the broader Cetera network.

Jon Harville is a financial advisor with Cetera Planning Partners, holding PFS™ and Series 66 designations and bringing 21 years of industry experience. He has worked with several firms including Avantax Planning Partners and 1st Global Advisors, and he is a partner at Evans, Harville, Atwell & Company, a CPA firm. Harville serves on the boards of the Morehead State University Foundation and multiple organizations in Ormond Beach, Florida, including roles as treasurer. 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 integrates its offerings with the broader Cetera network and provides ancillary services such as tax planning, bookkeeping, and estate-planning support.

Keith Balla is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He holds a Series 66 designation and has previously worked with Avantax Advisory Services and 1st Global Advisors. Outside of his advisory role, he serves as the Mayor of the Borough of Watchung and is president of a general construction contracting firm. 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’s investment approach centers on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning.

Mahoghany Jordan is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 65 designation and previously worked at P3 Wealth Management, P3 Financial Group, Tower Loan, Ross Stores Inc, and the University of Mississippi. 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, using a diversified investment approach tailored to clients’ objectives and risk tolerance.

Martha Paterik is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments and Keen Wealth Advisors prior to joining Cetera Planning Partners in 2023. 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-related advice. The firm provides 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 tailored to client objectives and risk tolerance.

Eugene Darnall III is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Advisors, and a longstanding position as a CPA and shareholder at Darnall, Sikes & Frederick. He is also a general partner and manager of Cutrone/Carline Properties, a limited partnership involved in land investments. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and specialized retirement advice. The firm integrates investment portfolios primarily through diversified mutual funds and ETFs and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Giovanni Valle is a CFP® professional with two years of industry experience, currently affiliated with Cetera Planning Partners. His background includes roles at several firms such as Avantax Planning Partners, Facet Wealth, Mariner Wealth Advisors, and Beacon Trust Company. Cetera Planning Partners serves individual and high-net-worth clients, especially pre-retirees and retirees, providing investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach focuses on diversified allocations using mutual funds and ETFs aligned with client objectives, supported by additional services including tax planning, bookkeeping, and estate-planning offerings.

Wael Elkhalafawi is an investment advisor at Cetera Planning Partners with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Planning Partners, Inc. and Integrate USA, Inc. In addition to his advisory role, Elkhalafawi serves as CEO of Moskowitz and Company, Inc., a CPA firm providing accounting, tax preparation, and CFO services. 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 tax planning and estate services alongside its investment process, which centers on diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance.

Donovan Swinger is a financial advisor with Cetera Planning Partners in Johnson City, TN. He holds a Series 65 credential and has experience at several firms including Marmo Financial Group and Northwestern Mutual. 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, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider. Their investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, incorporating formal planning and periodic updates.

Terry Brown is a financial advisor at Cetera Planning Partners with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Planning Partners and Charles Schwab & Co., Inc. Outside of his advisory role, Brown owns two trading card businesses and serves as a board member of his home owners association. 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 combines diversified investment approaches with ancillary services such as tax planning and estate planning through third-party providers.