Charles Norfleet Jr. is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His career includes roles at McAdam LLC, Purshe Kaplan Sterling Investments, Andrews & Cole, and Norfleet Advisory, which he owns and operates. Outside of advisory work, he provides insurance services including life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, 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 solutions supported by a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed strategies.

Alan Hartstone is a financial advisor with Cetera in Boston, MA, holding the PFS™ credential and securities licenses Series 63 and Series 65. He has 30 years of industry experience, including long tenures at Avantax Insurance Agency LLC and Guardian Life Insurance. Outside of financial advising, he is a partner in Hartstone Entertainment, LLC, which holds a minority ownership interest in a Double "AA" professional baseball team. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser 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, operating across multiple program structures with over $256 billion in assets under management.