Todd Asper 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 Welgaard CPAs & Advisors. Asper is involved in tax preparation and financial statement services through Welgaard CPAs & Advisors, where he also supports wealth management needs including tax, estate, and investment planning. 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, along with tax, bookkeeping, payroll, and estate-planning services, using diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

Andrew Thomas is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Blooom Inc. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, providing investment management, financial planning, 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.

Benjamin Baudoin is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 license and has worked with several related firms, including Avantax Planning Partners and Cetera Wealth Services. Outside of his advisory role, he serves on the board of the Beaver Club of Lafayette, a nonprofit organization focused on supporting youth activities in the community. 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 investment approach based on mutual funds and ETFs tailored to client objectives and risk tolerance, supported by a larger Cetera network with additional tax, bookkeeping, and estate-planning services.

Kevin Marso is a Series 65-licensed financial advisor with Cetera Planning Partners, bringing nine years of industry experience. He is also a partner and senior accountant at Erpelding, Voigt & Co., LLP, a regional CPA firm, where he provides tax, consulting, accounting, and valuation services. Additionally, Marso serves as treasurer of the Humboldt Rotary Club and manages a small farm operation. 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, with ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Austin Schaul is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked with Avantax Investment Services, Avantax Advisory Services, and HK Financial Services. Outside of financial advising, he was involved with Marcos Italian Restaurant for one year. 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 advice, with additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Jill Kaz is a Certified Financial Planner® with 13 years of industry experience. She is currently with Cetera Planning Partners and has previously worked at firms including Avantax and Hemington Wealth Management. 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 Social Security optimization. The firm integrates ancillary offerings such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, leveraging a formal planning process and a broad network of affiliated resources.

Laura Gillen is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. Her prior experience includes roles at Avantax Planning Partners and Northwestern Mutual, among others. In addition to her advisory work, she owns a private mental health counseling practice and is a co-owner of hospitality-related LLCs. 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 ancillary services such as tax planning, bookkeeping, and estate planning. The firm utilizes a diversified investment approach with mutual funds and ETFs tailored to clients’ objectives and risk tolerance and operates within a larger Cetera network providing a range of affiliated resources.

Claire Reiners is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She has held roles at Avantax Planning Partners, Cetera, and Darnall Sikes Wealth Partners, where she currently provides investment advisory services including retirement, estate, and tax planning. Outside of her advisory work, Claire serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. 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 emphasizes diversified portfolios using mutual funds and ETFs aligned with client objectives, and supplements its services with tax planning, bookkeeping, payroll support, and an estate-planning offering called Legacy Wealth Strategies.

Nichole Powell is a financial advisor with Cetera Planning Partners in Louisville, KY. She holds a Series 65 credential and has two years of industry experience. Powell also serves as a member of Mather & Co. CPAs, LLC, a full-service accounting firm providing tax preparation, planning, audit, and consulting services. 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 including tax planning and estate strategies, using a diversified investment approach tailored to client objectives and risk tolerance.

Michael Ziembo is a Series 65-licensed financial advisor with Cetera Planning Partners in Fort Wayne, Indiana, bringing two years of industry experience. He has previously worked at Avantax Planning Partners and serves as a managing director at Baden, Gage & Schroeder, a large certified public accounting and business consulting firm in Indiana. Ziembo is also a board member of Erin's House for Grieving Children, a nonprofit organization supporting children through grief. 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 employs a diversified investment approach aligned with clients’ objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

William Guge is a CFP® professional with nine years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Ameriprise, Charles Schwab, Fidelity Brokerage Services, TD Ameritrade, and TD Bank. 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, tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Andrew Koskie is a financial advisor with Cetera Planning Partners in Saint Paul, MN, holding a Series 66 designation and 25 years of industry experience. His prior experience includes roles at CRI Securities, Securian Financial Services, and Minnesota Life. Outside of his advisory work, he owns a landscaping and lawn mowing business. 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, utilizing a diversified investment approach tailored to client objectives and risk tolerance.

Aliina Anton Erik is a financial advisor at Cetera Planning Partners with eight years of industry experience. She holds the PFS™ designation and has worked at firms including Avantax Planning Partners, Avantax Advisory Services, and Werner, O'Meara & Co., PLLC. She is also involved in tax, accounting, and business consulting through her ownership in Anton-Erik & Co., which holds a partial membership in Werner, O'Meara & Co. 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-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services with diversified investment allocations tailored to client objectives and risk tolerance.

Anthony Weisser is a PFS™ credentialed advisor with one year of industry experience. He is currently with Cetera Planning Partners and has prior experience at Avantax Planning Partners, Inc. and Brady, Martz & Associates, P.C., where he has been since 2007. 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 provides ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers, and utilizes a diversified investment approach based on client objectives and risk tolerance.

Jeremy Meaux is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. He has worked with multiple firms including Avantax Planning Partners and Cetera Wealth Services. Meaux is also a shareholder at Darnall, Sikes & Frederick, a CPA firm providing tax, audit, and consulting services, where he participates in management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, and retirement-related advice. The firm integrates a document-driven planning process with diversified investment allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Jeffrey Steinberg is a financial advisor at Cetera Planning Partners with over 31 years of industry experience. He holds the CFP® and ChFC® designations and has a longstanding background in legal practice, working as an attorney since 1991. Prior to his current role, he has been affiliated with several firms within the Cetera and Avantax networks. Outside of advising, Steinberg is a limited partner investor in a credit fund that lends to start-ups and receives referral fees for legal cases he refers. 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 approach involves diversified portfolios tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Robert Marcell is a CFP® with 36 years of industry experience and is currently associated with Cetera Planning Partners. His career includes roles at Avantax and 1st Global Advisors, among others. He serves as a financial advisor at Darnall, Sikes Wealth Partners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, 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 third-party providers.

Jennifer Ziegler is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. She is currently with Cetera Planning Partners and has previously worked at multiple firms including Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Darnall Sikes Wealth Partners LLC and works part-time with Darnall, Sikes & Frederick on tax and retirement plan administration. 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 approach includes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning and estate strategies through third-party providers.

Ebony Rahe is a Series 65-credentialed financial advisor at Cetera Planning Partners with six years of industry experience. She also works as an accountant at Williams & Company, P.C., a regional CPA firm where she has been employed since 2002. Rahe serves as the president of the Harris-Lake Park Community School District school board. 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, and emphasizes a diversified investment approach tailored to clients’ objectives and risk tolerance.

Timothy Augustine is a CFP® professional with 32 years of experience in the financial services industry. He currently works at Cetera Planning Partners and has held previous roles at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. He is also involved with Gierl Augustine & Associates, LLC, where he participates in tax preparation and insurance sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, financial planning, and retirement advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.