Jacob Portock is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at several related firms including Bankers Life and is currently involved in administrative and client support roles at Rock Bridge Financial Advisors. Prior to his advisory career, he spent five years at Central Methodist University. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

James Henderson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 12 years of industry experience. His work history includes roles at Voya Financial Advisors, Inc., Cetera Wealth Services, LLC, and the Michael McCuistion Office. Outside of advisory services, he is involved with PCSatCom, where he installs and deploys computer and network equipment. Cetera Investment Advisers LLC provides services through 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 includes affiliated and third-party managers across various program structures.