Ryan Mendenhall is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has held roles at Avantax Advisory Services and Tax & Wealth Management, LLP, where he also provides tax preparation, consulting, and estate planning services. Additionally, Mendenhall is a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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, featuring both discretionary and non-discretionary program options.

David Mendenhall is a financial advisor at Cetera with 26 years of industry experience. He holds the PFS™ and Series 66 credentials and has a background that includes extensive work in accounting and tax preparation through his leadership roles at Tax & Wealth Management LLP and David Mendenhall CPA PC. Outside of his advisory work, he has served as a pyrotechnician for occasional fireworks shows. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that provides access to both affiliated and third-party money managers across various program structures.

William Heck is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked extensively in tax preparation and wealth management through his ownership and partnership roles in several related firms. Outside of his advisory work, Heck serves as Treasurer for the Mickey Riley Foundation, a nonprofit organization where he assists with budgeting and fundraising. Cetera Investment Advisers LLC provides a broad range of portfolio management and financial planning services to individual, corporate, charitable, and institutional clients via a nationwide network of independent advisors. The firm offers multiple program structures and investment options, including model portfolios, third-party managers, and bespoke strategies.