Jason Watach is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Cetera and also operates Evershore Financial Group, a separate financial services business. His career includes previous roles with Securian Financial and Minnesota Life Insurance Company. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options.

Jessika Ochoa is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked with Cetera Wealth Services and Evershore Financial Group, among other firms. Ochoa is also involved as a member of Business Network International, a large business referral organization. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with discretionary and non-discretionary options.

Brian Muehlenbeck is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has previously worked at firms including New York Community Bank, LPL Financial, and Securian Financial Services. Outside of traditional advisory roles, he is involved with Evershore Financial Group, focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or develop customized strategies.

Jeffrey Finlayson is a financial advisor with Cetera, holding a Series 66 designation and possessing 10 years of industry experience. His prior work includes roles at Securian Financial Services, Minnesota Life Insurance Company, and PNC Investments. He is also a licensed insurance agent focusing on fixed insurance products and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a network of over 10,000 advisors nationwide.

Koren Marinberg is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with five years of industry experience. Prior to joining Cetera and Evershore Financial Group in 2024, Marinberg worked at OneAmerica Securities and American United Life from 2020 to 2024. Marinberg is also licensed to sell fixed insurance products including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to multiple portfolio management styles and program structures, supporting discretionary and non-discretionary authorities.

Steven Zborowski is a financial professional with 42 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 credentials and has worked with firms including Evershore Financial Group, Securian Financial Services Inc., and Minnesota Life. In addition to his advisory role, he is involved in fixed insurance sales and offers Medicare supplemental insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various discretionary and non-discretionary investment programs.

Susan Weinblatt is a CFP®-certified financial advisor with 33 years of industry experience. She is currently with Cetera and Cetera Wealth Services, LLC since 2023, and has also worked with Evershone Financial Group since 2014. Weinblatt serves as a trustee for the Robert Ade Trust and holds a board secretary position with the Rotary Club of Boca Raton Sunrise. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with multiple program structures and custodial relationships, managing over $256 billion in assets.