Michael Petersen is a CFP® with 23 years of experience in the financial services industry. He is currently with Cetera, where he has worked since 2023 and previously served at Cetera Wealth Services, LLC and AdvisorNet Wealth Partners. Outside of his advisory work, he is involved in selling fixed life, disability, annuities, and long-term care insurance, and he refers clients for online banking services with Choice Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform with varied discretionary authorities and program structures.

Angela Stone is a financial advisor at Cetera with 25 years of industry experience. She holds a Series 63 designation and has held positions at multiple firms, including AdvisorNet Financial Inc. and Cetera Wealth Services, LLC. Outside of her advisory work, she serves as co-vice chair on the board of Shamineau Ministries, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party strategies under various program structures.

Wendy Engen is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 63 designation and has been associated with Cetera and Cetera Wealth Services, LLC since 2013. Outside of her advisory role, she serves as the secretary of the Lakes of Blaine Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

Alexander Mayrand is a CFP® professional with 22 years of industry experience, currently affiliated with Cetera. He has held various roles including Vice President at MRK Financial Solutions, Inc., and has over a decade of experience with Avantax entities. He also serves as Chief Investment Officer and Senior Advisor at TruPlan Financial Planners, where he focuses on financial planning and portfolio management. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions, utilizing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.