Vaughn Holcer is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Wymer Brownlee. Outside of his advisory work, he serves as a trustee for multiple family trusts and holds treasurer positions for local associations in Burneyville, Oklahoma. 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 and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Ralston Billiot is a Series 66-licensed financial advisor at Fidelity with seven years of industry experience. His prior roles include work at GWN Securities and time spent at Winstar World Casino and Resort. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a broad range of model portfolios.