William Daniel is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2019 and previously spent 20 years at Ivanti Inc. He is also involved with Academy Wealth Management Group in an investment-related capacity. 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 large network of independent advisors and provides access to multiple investment platforms and third-party managers.

David Luebke is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has been with Cetera since 2017, including time at Cetera Wealth Services, LLC, and previously worked at Summit Financial Group Inc and Summit Brokerage Services Inc. Outside of his advisory role, he serves as a director of Noshee Ranches Inc, a landholding entity used for agriculture and hunting. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that provides access to affiliated and third-party managers across various program structures.

Max Zubiate is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 30 years of industry experience. He has worked at Cetera and affiliated firms since 2015 and has operated Academy Wealth Management Group, a financial services group, since 2015. He is also an insurance agent specializing in fixed and term life insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm operates a multi-manager platform offering a range of portfolio management and consulting services through a large nationwide network of independent advisors.