Jeffrey Anthony is a CFP® with 17 years of industry experience, currently affiliated with Cetera in Chandler, AZ. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. He is active as a financial professional with multiple family office and wealth management entities and serves on the advisory board of TriState Capital Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Angela Brown is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. She has previously worked at firms including LPL Financial and Sagepoint Financial, and she is also a notary. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers varied portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios.

Annette Escalante is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2010 and owns a cake business, Spirited Cakes, alongside her financial career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Lennard Van Der Feltz is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has held roles at several firms including Pinnacle Financial Advisors, Seros Financial LLC, and currently serves as CFO of Pinnacle Achievement Group LLC. Outside of financial advising, he is CEO of KnowledgeTrax, LLC, a business consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through multi-manager platforms that include affiliated and third-party managers.

Scott Aitken is a financial advisor at Cetera with 14 years of industry experience. He has previously worked at JP Morgan Chase Bank and J.P. Morgan Securities. Aitken is involved in charitable work as a member of Executive Counsel 70, helping to organize and coordinate fundraising events throughout the year. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management through a multi-manager platform that integrates affiliated and third-party strategies across various program structures and custodial relationships.