Casey Stromer is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill Lynch. Stromer has been with Cetera in various capacities since 2022. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and advisory services through a large network of independent advisors and employs a multi-manager platform with diverse program options and custodial relationships.

Tammara Upton is a financial professional at Cetera with 19 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at Cetera and its affiliates since 2022 and has prior experience at The Prudential Insurance Co. of America and Key Investments. Outside of advisory roles, she has worked as an insurance agent selling life, health, disability, annuities, and long-term care 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 nationwide network of over 10,000 advisors and manages more than $256 billion in assets.