Phyllis Anderson is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. She has worked extensively in tax and accounting, managing Anderson Tax & Accounting, P.A. since 2009 alongside her advisory roles. Anderson’s background includes long-term roles at Avantax entities dating back to 1990. Cetera Investment Advisers serves a broad client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.

Lindsay Sherritt is a financial advisor at Ameriprise with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2012. Outside of her advisory role, Sherritt is employed by I AM G LLC and serves as Marketing Director for The Tax Collaborative, supporting tax practice activities and client service. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Ellen Schriver is a financial advisor with LPL Financial in Clinton, Minnesota, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with LPL Financial since 2011. Outside of her advisory role, she is employed at Bayside Market in Texas in a non-investment capacity. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.