Lawrence Goldman is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with Cetera and its affiliates since 1990 and also operates Computer Accounting & Financial Service, Inc., providing tax, accounting, and financial services. He is based in Chicago, IL. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party money managers.

Nicole Roth is a financial professional with Cetera in Chicago, IL, holding Series 63 and Series 65 credentials and 15 years of industry experience. She also operates a legal services business, Nicole Roth, Esq., providing legal consulting alongside her financial work. Roth has been associated with Cetera and related entities since 2010 and manages financial services through Computer Accounting & Financial Service, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform, overseeing more than $256 billion in assets across over 10,000 advisors.