Melanie Pozorski is a financial advisor at Cetera Planning Partners with eight years of industry experience and a Series 65 designation. She is also an Accountant Manager at Casey Peterson, Ltd., a regional CPA firm, where she provides tax return preparation, consulting, and bookkeeping services. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, by offering investment management, comprehensive financial planning, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Daniyal Ahmed is a financial advisor at Cetera Planning Partners with eight years of industry experience. He holds the CFP® and Series 66 credentials and has previously worked at Avantax Planning Partners, Avantax Insurance Services, and Honkamp Krueger Financial Services Inc. Outside of advisory work, he has been involved in client consulting and account servicing at Honkamp Krueger Financial. 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 investment approach focuses on diversified mutual fund and ETF allocations tailored to clients’ objectives, supported by a formal planning process and ancillary services such as tax planning and estate strategies.

Brian Carrillo is a financial advisor at Cetera Planning Partners in Dallas, TX, holding a Series 66 designation with 10 years of industry experience. His career includes roles at Merrill, Bank of America, Charles Schwab, and multiple Cetera-affiliated firms. 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 and retirement advice, with a diversified investment approach centered on mutual funds and ETFs aligned to client objectives and risk tolerance.

Craig Babineaux is a CFP® and PFS™ professional with 26 years of industry experience. He is currently with Cetera Planning Partners and has held prior roles at Avantax Investment Services and 1st Global Advisors, among others. He is a member and financial advisor at Darnall Sikes Wealth Partners LLC and also serves as a CPA at Darnall, Sikes & Frederick, a certified public accounting 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-related advice. The firm integrates a diversified investment approach with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning solutions through third-party providers.

Michelle Keenan is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 11 years of industry experience. She has previously worked with Avantax Advisory Services and 1st Global Advisors, among other firms. Keenan also serves as the Chief Operating Officer of Darnall Sikes Wealth Partners LLC. 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 integrates a diversified investment process with a range of ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.

Paul Dreher is a CFP® professional with 14 years of industry experience, currently serving at Cetera Planning Partners since 2011. He holds Series 63 and Series 65 licenses. Dreher volunteers as a board and committee member for Kansas City Hospice, where he contributes to financial planning discussions. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm utilizes diversified allocations through mutual funds and ETFs tailored to client objectives and risk tolerance and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning via a third-party provider.

Tonya Fulcher is a financial advisor with Cetera Planning Partners in Rogers, AR, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. Her career includes long-term tenures at Allard Financial Advisors, LLC and 1st Global Advisors, Inc., as well as recent roles within the Cetera and Avantax organizations. She remains active with Allard Financial Advisors, LLC alongside her current position. 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 specialized services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, integrating a formal planning process with diversified investment allocations matched to client objectives and risk tolerance.

Kelly Adams is a financial advisor with Cetera Planning Partners in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. Adams has worked at several firms, including Avantax and Proequities, and maintains involvement as an LLC member of SAM Investment Group, which holds shares in a privately held company. 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 a third-party provider, utilizing a document-driven planning process and diversified investment allocations aligned with client objectives and risk tolerance.

Gavin Gilpin is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds the Series 66 designation and has worked at several firms including Avantax Planning Partners and Cetera Wealth Services. He is based in Indianapolis, IN. 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 offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach within a larger Cetera network.

Aaron Greteman is a financial advisor at Cetera Planning Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Avantax Investment Services and ProEquities. In addition to his advisory role, he is a partner at a CPA firm, Erpelding, Voigt & Co., where he is involved in tax return preparation, audit, and bookkeeping, and serves on the board of the Monsignor Lafferty Tuition Foundation. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, integrating services such as tax planning, bookkeeping, and estate planning through third-party providers, with an investment approach centered on diversified portfolios tailored to client objectives and risk tolerance.

Diane Parker is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Avantax Advisory Services and Cetera Wealth Services. Outside of her advisory role, she owns a pet sitting business serving clients in their homes. 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 emphasizes diversified portfolios using mutual funds and ETFs, along with additional services such as tax planning, bookkeeping, and estate-planning strategies through third-party providers.

Colin Watters is a CFP® designated financial advisor with nine years of industry experience. He is currently with Cetera Planning Partners and previously worked at The Retirement Planning Group and Watters Financial Services LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing notably on pre-retirees and retirees. The firm provides comprehensive financial planning, investment management, Social Security optimization, and retirement-related advice, along with auxiliary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Christopher Baker is a CFP® with 10 years of industry experience, currently affiliated with Cetera Planning Partners in Dallas, TX. His career includes roles at firms such as Northwestern Mutual, LPL Financial, and Merrill. 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 additional services including tax planning and estate-planning solutions. The firm’s investment approach emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by a larger Cetera network with access to institutional resources and coordinated estate-planning services.

Andrew Matuzak is a financial advisor at Cetera Planning Partners with five years of industry experience. He holds the PFS™ designation and Series 63 license. Prior to joining Cetera Planning Partners in 2026, he worked with Avantax Planning Partners and Avantax Investment Services. Matuzak serves as a board member for the SVSU College of Business & Management Advisory Board and acts as treasurer for the Rotary International Club of Saginaw Valley and the Thomas Township Business Association. 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’s approach includes diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Devon Hochstetter is a PFS™ credentialed advisor at Cetera Planning Partners with three years of industry experience. Prior to joining Cetera, he worked at Avantax Planning Partners, Inc. for three years and is an income partner at Casey Peterson, LTD, a full-service accounting firm where he focuses on tax planning and preparation. 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 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 aligned with client objectives and risk tolerance.

Alan Keltner is a financial advisor with Cetera Planning Partners, holding a Series 63 designation and bringing 26 years of industry experience. He has previously worked at ProEquities, Inc. for 17 years and maintains ongoing roles at Honkamp Krueger Financial Services, Inc. and Gosling Financial Services. Outside of his advisory work, he owns and operates Keltner Enterprises, a business focused on buying and selling antiques. 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 investment process utilizes diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

John Wilson is a financial advisor at Cetera Planning Partners in Cypress, TX, with 26 years of industry experience. He holds a Series 63 designation and has worked at several firms including Avantax Investment Services and Raymond James Financial Services. Outside of his advisory role, he is a partner in RKBW, LLC, a business involved in equipment leasing and sales. 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, incorporating tax planning, bookkeeping, payroll support, and estate planning services through affiliated providers.

Aaron Maxey is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with firms including Charles Schwab and Avantax prior to joining Cetera. 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 advice. The firm’s approach includes diversified portfolio allocations aligned with client objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, and an estate-planning offering delivered through a third party.

Domenick Saglimbeni is a CFP® professional with 25 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax Investment Services and Equitable Advisors. Outside of his advisory role, he is a partner at PKF O'Connor Davies, LLP, a CPA firm providing accounting, auditing, and tax services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and ancillary services such as tax planning and estate strategies. The firm’s investment process emphasizes diversified portfolios tailored to client objectives and risk tolerance, supported by a broader Cetera network.

Jacob Traen is a financial advisor at Cetera Planning Partners with a Series 65 credential and one year of industry experience. His prior work includes roles with the Iowa State Athletic Department, Sporting Kansas City, and Venkeer Memorial Golf Course. 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 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 funds and ETFs tailored to clients' objectives and risk tolerance.