Brian Newton is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked previously at Avantax Investment Services and 1st Global Advisors. He is also a partner at Jones & Roth, P.C., a Certified Public Accounting firm, and serves as an advisory board member for Junior Achievement of Oregon & SW Washington, contributing to educational programs in finance and business for students. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Evan Dickens is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. He has worked at Cetera since 2025 and previously spent significant time at Avantax and 1st Global Advisors. In addition to his advisory role at Cetera, he provides financial services through Jones & Roth, P.C., where he has been involved since 2004. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diverse range of portfolio management and consulting services, including access to third-party money managers and multiple program structures.

Jordan Dawley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and Avantax Investment Services Inc. from 2022 to 2025. Dawley also serves as the Audit Chair for the Bend chapter of the Risk Management Association and has a background in tax and employee benefit plan audit services through his role at Jones & Roth, P.C. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting both discretionary and non-discretionary investment strategies.