Gina Ulisse is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. She has been associated with Cetera since 2016 and also works with Kleberg Bank, N.A., where she has been since 2004. Cetera Investment Advisers LLC is an SEC-registered firm 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 large network of independent advisors and uses a multi-manager platform with options ranging from model portfolios to bespoke strategies.

Joseph Vasquez is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and Stifel Nicolaus. Outside of his advisory work, he serves as president of the Gregory-Portland Education Foundation, which raises funds for teacher and staff grants as well as student scholarships. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.