Mary Koesters is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. She has worked at Cetera since 2025 and previously held roles at Avantax Investment Services, 1st Global Advisors, and Moorman, Harting & Co. In addition to her advisory work, she provides tax preparation services through Moorman, Harting & Co. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, employing both discretionary and non-discretionary strategies.

James Harting is a financial advisor with Cetera who holds a Series 66 credential and has 27 years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Advisors, as well as ongoing work as a CPA at Moorman Harting & Co since 1980. He also manages financial responsibilities for a family member through a durable power of attorney. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.

Jacob Schmidt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His career includes roles at Moorman, Harting Financial Services, Ltd, Avantax Advisory Services, and other firms. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a broad client base, including individual investors, 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 that allows advisors to implement model portfolios, select third-party managers, or create customized strategies.

Daniel Koesters is a Series 66-registered financial advisor with nine years of industry experience. He is currently affiliated with Cetera and has held various roles at Moorman, Harting & Co., where he oversees the tax department as a tax partner. Koesters is also involved as an owner in Moorman, Harting Partnership and provides financial services through Moorman Harting Financial Services, LTD. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Randall Kaup is a financial advisor with Cetera, holding a Series 66 license and over 20 years of industry experience. He has worked at firms including Avantax Advisory Services and 1st Global Advisors, and he also serves as a CPA at Moorman, Harting & Company. Kaup is a board member of the Coldwater Park Board, participating in municipal park oversight. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.

Renee Knoth is a financial advisor at Cetera with eight years of industry experience. She has worked at several firms, including Avantax and 1st Global, and has served as a financial services assistant and tax preparer at Moorman, Harting & Company since 2016. Outside of her advisory work, Knoth is involved in local trucking businesses where she manages invoicing and operational support. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies across various program structures.