Shellissa Cassoday is a CFP®-certified financial advisor with The AmeriFlex Group and has four years of industry experience. Her prior work includes roles at Cambridge Investment Research, OSAIC, and Sagepoint Financial, as well as earlier experience with the Social Security Administration. Outside of financial advising, she owns and operates a HiFi audio sales business and serves as a notary public. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Edward Fandel is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Avantax Insurance Agency LLC and Avantax Advisory Services. Outside of his advisory role, he serves as a board member and secretary for the Powers Public Schools 31 Foundation and is a board member of the Myrtle Point Chamber of Commerce, in addition to owning a tax preparation and accounting business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust solutions.