Daniel Maloney is a financial advisor with Cetera Planning Partners in Indianapolis, IN, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Avantax and Edward Jones. Outside of finance, he serves on the National Executive Council for the fraternity Alpha Kappa Lambda and hosts a weekly bar trivia event in Carmel, IN. 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 retirement-related advice. The firm emphasizes diversified portfolios tailored to client objectives and risk tolerance, supplemented by ancillary services like tax planning and estate planning delivered through third-party providers.

Trevor Thomas is a CFP® with 13 years of industry experience, currently advising clients at Cetera Planning Partners. His prior experience includes roles at Avantax Planning Partners, Rapier Solutions, RSM US Wealth Management, and Equitable Advisors. He holds Series 63 and Series 65 licenses. 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 emphasizes diversified allocations through mutual funds and ETFs, complemented by additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Emily Millsap is a CFP® professional at Cetera Planning Partners with 24 years of industry experience. She has held roles at several firms, including Avantax Advisory Services and Hilliard Lyons. Outside of advising, she volunteers providing financial literacy education to veterans, serves as an advisor to the board of a children’s crisis center, mentors CFP exam candidates, and participates on the DEIB board at the University of Evansville. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning and investment management. The firm offers additional services such as tax planning, bookkeeping, and estate planning through affiliated providers, using a formal planning process centered on diversified portfolios aligned with client objectives.

Eric Sandvig is a financial advisor with Cetera Planning Partners in Whitefish, MT. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Avantax firms and Legacy Wealth Management, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services such as investment management, financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a range of ancillary services including tax planning and estate strategies.

Cory Ritter is a Series 65 licensed financial advisor with Cetera Planning Partners, bringing three years of industry experience. He previously worked at Avantax Planning Partners and serves as a partner at Schlenner Wenner & Co, a full-service CPA firm, where he manages tax and accounting services. Ritter is also the treasurer of the Monticello Chamber of Commerce & Industry. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates a formal planning process with diversified portfolios and provides additional services such as tax preparation, bookkeeping, and estate planning through third-party providers.

Jordan Fowler is a CFP® with ten years of experience in the financial services industry, currently with Cetera Planning Partners. His previous roles include positions at UBS Financial Services, Dollar Bank, and Avantax Planning Partners. Outside of his advisory duties, he is an owner of Fowler Family Holdings, a holding company involved in a roofing business where he contributes to financial review and marketing. 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 tax services and estate planning through third-party providers, with an investment approach centered on diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

Scott Hoyles is a Series 65-certified advisor at Cetera Planning Partners with 12 years of industry experience. He is also a tax principal at Olsen Thielen & Co. Ltd, a public accounting firm where he manages personnel taxes, oversees return compliance reviews, and leads a small business accounting niche focused on cloud-based back office accounting and payroll. 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 integrated services including tax planning, bookkeeping, payroll support, and estate-planning solutions through affiliated providers.

Jared Savino is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 designation and operates a CPA firm, Jared M Savino CPA PLLC, where he provides tax preparation, bookkeeping, and payroll services to small businesses. His prior experience includes roles at Avantax and various Cetera entities. Cetera Planning Partners serves individual and high-net-worth clients, focusing on 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.

John Strother is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. His career includes long tenures at Avantax and 1st Global Advisors, and he holds board and leadership roles in local economic development and investment groups. Strother is chairman of the board of trustees for a nonprofit economic development organization in Louisiana. 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’s approach includes diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Matthew Murch is a CFP® professional with 13 years of experience in financial advising, currently with Cetera Planning Partners. He has held positions at several firms within the Cetera network as well as roles involving fixed indexed annuities and tax-focused wealth strategies. Beyond advisory work, he is involved in consulting and financial planning collaboration with CPA firms to support integrated tax and portfolio management solutions. 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, 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.

Steven Moosa is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 20 years of industry experience. He has previously worked with Avantax Planning Partners, Avantax Investment Services, and 1st Global Advisors, among others. Moosa is also a CPA and an audit partner at Darnall, Sikes & Frederick CPAs, where he provides audit, tax, and consulting services. 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 integrates diversified allocations through mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning and estate strategies within a larger Cetera network.

Carolyn Vertovec is a CFP® with 18 years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at UBS Financial Services, BMO Wealth Management, Fisher Investments, Bank of America, Merrill, and Prudential. She is also a co-owner of Rivtop Enterprises, a business based in Kansas City, MO. 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 and preparation, bookkeeping, payroll support, and estate-planning solutions through third-party providers, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Natalya Zernitskaya is a financial advisor at Cetera Planning Partners with 11 years of industry experience. She holds the Series 66 designation and has previously worked at Avantax Planning Partners and other Cetera-affiliated firms. Outside of finance, she is involved in theatrical productions as a freelance stage manager and properties designer, serves as a City Council Member for Santa Monica, and participates in nonprofit work related to climate action and women's resources. 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, with an investment approach centered on diversified allocations tailored to clients’ objectives and risk tolerance.

Patrick Trombetta is a financial advisor at Cetera Planning Partners with 10 years of industry experience and holds the Series 66 designation. He has worked with firms including Avantax and 1st Global Advisors and has been a consulting partner and financial advisor at MS Investment Partners since 2016. Outside of his advisory role, he serves as the head varsity soccer coach at Trinity Hall School. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, and retirement-related advice. The firm integrates a formal planning process with diversified allocations and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Brent Reinsberg is a Series 65-licensed financial advisor with Cetera Planning Partners, bringing eight years of industry experience. Prior to joining Cetera in 2026, he worked for Avantax Planning Partners, Inc. for eight years. Outside of his advisory role, he is a partner and accountant at Mazanec, Bauer & Associates, a regional CPA firm, and serves as Treasurer for the Eagan 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 also provides tax planning, bookkeeping, payroll support, and estate-planning services, employing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Samuel Angelo Jr. is a financial advisor at Cetera Planning Partners with 43 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His work history includes long-term roles at Avantax, 1st Global Advisors, and Hunter Financial Services. He serves as a board member of Central Jersey Federal Credit Union. 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 tailored to client objectives and risk tolerance, supported by a broader Cetera network and additional services such as tax planning and estate strategies.

Joseph Russell is a Series 66-credentialed advisor at Cetera Planning Partners with 26 years of industry experience. He has held roles at multiple firms including Avantax and 1st Global Capital Corp., and he is also a director and investment adviser representative at Century Advisory Group, LLC. Additionally, Russell is a Certified Public Accountant and partner at O’Connor Davies LLP. 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 retirement-related advice, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Stanley Warner is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 22 years of industry experience. He has worked with various firms within the Avantax and Cetera networks and operates a tax preparation and accounting practice as a CPA. Warner also serves on the board of MMI Prep School. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, 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, supported by affiliation with a broader Cetera network and institutional resources.

Leah Heidler is a financial advisor with Cetera Planning Partners in Rapid City, SD, holding a Series 65 designation and four years of industry experience. Prior to joining Cetera Planning Partners in 2026, she worked at Avantax Planning Partners, Inc. from 2022 to 2026 and has been involved with Casey Peterson, Ltd., an accounting firm, since 2008. At Casey Peterson, Ltd., she conducts tax interviews, facilitates accounting work, provides client consulting in tax and accounting software, manages employees in the agriculture industry, and leads QuickBooks training webinars and seminars. 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 and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, using a diversified investment approach aligned with client objectives and risk tolerance.

David Peirce is a Series 65-licensed advisor with Cetera Planning Partners, bringing two years of industry experience. He has a background in accounting and tax services as a partner at Denman CPA LLP and owner of David R Peirce, CPA P.C. He also provides investment and financial planning services through Avantax Planning Partners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.