Donna Litty is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. She has worked at multiple Cetera affiliates since 2025 and spent eight years at Triad Advisors, Inc. prior to that. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, 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 with access to both affiliated and third-party managers.

William Lam is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Cetera and its affiliated entity since 2003. Outside of his advisory role, he also sells health insurance on a part-time basis. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services delivered through a large nationwide network of independent advisors and a multi-manager platform.