Shawn Berthelot is a financial advisor with Cetera Planning Partners and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at firms including TD Ameritrade and Avantax Planning Partners. In addition to his advisory work, he serves as president of Western Reserve Business Consulting, a small business consulting firm. 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 diversified investment strategies aligned with client objectives and risk tolerance.

Hilary Bogard is a financial advisor at Cetera Planning Partners with two years of industry experience. She holds a Series 66 designation and has worked in various roles within Cetera and Avantax firms since 2024. 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 tailored to client objectives and risk tolerance.

Casey Peterson is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 designation and over 25 years of industry experience. He has worked with CP Financial Services since 2000 and has provided accounting services through his own firm, Casey Peterson, Ltd., since 1977. Peterson serves as a director of the advisory board and shareholder for First Interstate Bank and is involved in multiple business ventures including a landscaping services firm and ranch management. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance while providing ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Angela Ennen is a financial advisor with Cetera Planning Partners in Algona, IA, holding a Series 65 designation and six years of industry experience. She is also a Partner and CPA with Erpelding, Voigt & Co., a public accounting firm where she provides tax, consulting, and bookkeeping services. Outside of her advisory and accounting roles, she serves as Treasurer for the Algona Noon Kiwanis Club and is a Foundation Board Member for the First United Methodist Church. 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 integrates tax planning, bookkeeping, and estate-planning services into its diversified investment approach and is part of a larger Cetera network with affiliated broker-dealer, custodial, and pension-related resources.

Brian Dervin is a financial advisor with Cetera Planning Partners in Omaha, NE, holding a Series 65 designation and 18 years of industry experience. Prior to joining Cetera Planning Partners in 2026, he worked at Avantax Planning Partners Inc and Honkamp Krueger Financial Services. In addition to his advisory role, he is a partner and accountant at Schleisman Onken & Associates and serves as treasurer for both the Pacific Pines Homeowners Association and ALS in the Heartland, a nonprofit organization. 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 tax planning, bookkeeping, payroll services, and estate-planning support through a multi-team approach and affiliation with the larger Cetera network.

Christopher Kadowaki is a CFP® and ChFC® with six years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. His prior experience includes roles at Avantax Planning Partners, Facet Wealth, and Dougherty & Associates. Cetera Planning Partners serves individual and high-net-worth clients, focusing notably on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider.

Amanda Lane is a financial advisor with Cetera Planning Partners in Cedar Rapids, IA, holding a Series 65 license and four years of industry experience. Prior to joining Cetera Planning Partners in 2026, she worked at Avantax Planning Partners, Inc. for four years. Outside of her advisory role, Lane serves as Board Treasurer for the Linn Christian Education Association and is an elected board member of the Greater Cedar Rapids Community Foundation. 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 provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, with an investment approach focused on diversified allocations aligned to client objectives and risk tolerance.

James Gardner is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 65 license, and has 25 years of industry experience. His prior roles include positions at Avantax Planning Partners, Casey Peterson Ltd., Gardner, Loutzenhiser & Ryan, and Allen Capital Group. Gardner is active in his community, serving on boards such as Ridgeview Country Club, Post Playhouse, Chadron Community Foundation, and Chadron Community Recreation, and holds leadership roles in his local parish council. 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 approach involves diversified portfolios aligned with client objectives and risk tolerance, supported by a range of ancillary services including tax planning, bookkeeping, and estate-planning solutions.

Christopher Morris is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. He has previously worked at Avantax Planning Partners, Purshe Kaplan Sterling Investments, and HBKS Wealth Advisors. In addition to his advisory role, Morris provides tax and advisory services as a manager for the regional CPA firm CS&L CPAs. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning alongside tax, bookkeeping, and estate-planning services. The firm’s investment approach centers on diversified allocations tailored to client objectives and risk tolerance, supported by a document-driven planning process and integration within the larger Cetera network.

Kevin Eggebraaten is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes roles at Avantax Investment Services, CP Financials, and ProEquities, among others. He is also the managing director of Casey Peterson, Ltd, a full-service public accounting firm providing tax preparation, consulting, and bookkeeping services. 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 integrates a diversified investment process with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning strategies delivered through third-party providers.

Zachary Sell is a financial advisor with Cetera Planning Partners and holds Series 66 and Series 63 licenses. He has 10 years of industry experience and previously worked at Morgan Stanley Smith Barney, Stratos Wealth Advisors, and Avantax affiliated firms. Outside of his advisory role, he coaches pre-academy level soccer for boys and girls ages 6 to 8. 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 emphasizes diversified allocations tailored to client objectives and integrates a range of affiliated services, including tax planning and estate strategies.

Todd Holt is a Series 65–licensed financial advisor with Cetera Planning Partners and has four years of experience in the industry. Prior to joining Cetera, he was an Investment Advisor Representative at Avantax Planning Partners. Outside of his advisory role, Holt serves as President of Holt & Company, which provides accounting, tax preparation, and business 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 emphasizes diversified portfolios tailored to client objectives and risk tolerance and provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Carrie Fenton is a financial advisor at Cetera Planning Partners in Omaha, NE, holding a Series 65 license with seven years of industry experience. She also works as an accountant at Schleisman Onken & Associates, a regional CPA firm providing tax, consulting, and auditing services. Additionally, she provides wealth management services through Financial Associates, LLC. 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, payroll support, and estate-planning services, utilizing diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

Guy Tzour is a Series 65-licensed financial advisor with three years of industry experience, currently with Cetera Planning Partners. Prior to joining Cetera, he worked five years at Avantax Planning Partners, Inc. Outside of his advisory role, he serves as Director at Premier Accounting & Tax Services Inc., a full-service accounting firm where he manages client meetings, tax bookkeeping, and staff oversight. 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 specialized services such as Social Security optimization, tax planning, and an estate-planning program called Legacy Wealth Strategies.

Michael Domingue is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera Planning Partners. He has held roles at multiple Cetera entities and Avantax, as well as experience with Darnall, Sikes & Frederick CPAs as a consultant. Domingue serves on the advisory board of the Maraist Financial Services and Business Research Lab at the University of Louisiana B.I. Moody III College of Business Administration, where he provides perspective on student investment submissions. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider. Their investment approach focuses on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance.

Jennifer Mouton is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at various affiliated firms within the Cetera and Avantax networks and has been associated with Darnell, Sikes, Gardes & Frederick since 2008. Outside of her advisor role, she provides administrative support through Darnall Sikes Wealth Partners LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with investment management and comprehensive financial planning services. The firm’s approach emphasizes diversified allocations aligned with client objectives and integrates ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Gavin Burnham is a financial advisor at Cetera Planning Partners with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Honkamp Krueger Financial Services and Olsen Thielen & Co. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with investment management and comprehensive financial planning services. The firm emphasizes diversified portfolios aligned with client objectives and risk tolerance, and offers additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Kael Stoaks is a financial advisor with Cetera Planning Partners in Westminster, CO. He holds a Series 66 credential and has nine years of industry experience, including prior roles at Bank of America and Merrill Lynch. Before entering financial services, he worked at Starbucks and IntelliFarms. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and an estate-planning service called Legacy Wealth Strategies.

David King is a financial advisor with Cetera Planning Partners who holds Series 65 and Series 63 licenses and has 40 years of industry experience. He previously worked at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Gierl Augustine Investment Management. Outside of his advisory role, he has been involved with Gierl Augustine & Associates, LLC, where he acts as an agent for the sale of insurance and annuity products. 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 comprehensive approach that includes tax planning, bookkeeping, and estate-planning services, utilizing diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.