Chad Shafer is a financial advisor with Cetera who holds the PFS™ designation along with Series 63 and 65 licenses and has 18 years of industry experience. He has worked with Avantax Investment Services, Inc. for 18 years and leads Shafer Financial Services, SC, a tax preparation and accounting business. Additionally, he serves as a volunteer firefighter with United Fire & Rescue and owns a kayak rental and storage business in Baldwin, WI. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with diverse program options and more than $256 billion in assets under management.

Marsha Shafer is a financial advisor at Cetera with over 33 years of industry experience. She holds a Series 63 designation and has worked with multiple firms, including Avantax Advisory Services and Shafer Financial Services, which she has owned since 1992. Shafer is also involved in tax preparation and advisory services through Shafer Financial Services, SC and Tax-Smart Advisory Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform, combining affiliated and third-party investment strategies.