Gregory Toy is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked with multiple Cetera entities since 2024 and previously with Avantax Investment Services and 1st Global Capital Corp. Outside of his financial advisory work, he has worked as a part-time independent contractor driver for Uber. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing assets exceeding $256 billion through more than 10,000 advisors nationwide.

Joshua Yeakel is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 65 licenses and over 18 years of industry experience. He has worked with Avantax Investment Services and Avantax Insurance Agency from 2008 to 2025 before joining Cetera in 2025. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform providing access to affiliated and third-party managers across multiple program structures.

Lindsey Banks is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and 18 years of industry experience. She has worked with multiple Cetera entities since 2024 and was previously with Avantax Investment Services and 1ST Global Capital Corp. Banks also serves as a notary public, dedicating a small number of hours per month to this role. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Todd Oberle is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera in 2025, he worked for Avantax Investment Services and Fidelity Brokerage Services, among other roles. 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 range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Parker Lenamon is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Fidelity and Avantax, among others. Lenamon is based in Dallas, TX. 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 range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary account structures.

Nathan Johnson II is a CFP®-designated financial advisor with 25 years of industry experience. He is currently with Cetera in Dallas, TX, having joined in 2025. His prior experience includes roles at Avantax Investment Services and 1ST Global Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services and manages over $256 billion in assets through more than 10,000 advisors.

Jonathan Nickel is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, MassMutual, and Metlife Securities. Outside of his advisory work, he serves as a lacrosse referee with the North Texas Lacrosse Officials Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program structures.

Janus Stanley is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Avantax Advisory Services and TD Ameritrade. Cetera Investment Advisers LLC serves a range of clients, from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.

Robert Pellette is a financial advisor at Cetera with Series 63 and Series 65 registrations and one year of industry experience. Prior to joining Cetera, he worked at State Farm and Robinhood Markets. 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 across various program structures and custodial relationships.

Elizabeth Grari is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at various Cetera affiliated entities since 2024 and previously spent nine years with Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services within a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.

Annie Fruge is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has previously worked with Avantax Advisory Services and 1st Global Advisors, among other firms. Outside of her advisory role, Fruge is a member of the Ville Platte Rotary Club, participating in community service activities. 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 consulting services through a nationwide network of independent advisors and features a multi-manager platform with various investment program options.

Gene Woodard is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 65 licenses and 20 years of industry experience. His prior work includes a lengthy tenure at Avantax Advisory Services and Fidelity Investments. Outside of his advisory role, he serves as Chairman of the Board for The Gene M. Woodard Jr. Memorial Scholarship Fund, a nonprofit awarding scholarships to Fort Worth ISD students involved in the fine arts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement plan services, managing more than $256 billion in assets.

Delane Schieferstein Jr. is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has previously worked with Transamerica Financial Advisors, Inc. and Richardson Real Heroes. Outside of his advisory role, he serves on the Board of Trustees for Challenge Air for Kids and Friends, a nonprofit organization providing flights for children with special needs, and has held leadership roles in community organizations including the Richardson East Rotary Club and Leadership Richardson Alumni Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and third-party money manager access, managing over $256 billion in assets through a network of more than 10,000 advisors.

Gary Foster is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior experience includes roles at Avantax Advisory Services and Ameriprise. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

William Kruse is a financial advisor at Cetera with Series 63 and Series 65 licenses and one year of industry experience. He has held positions at various Cetera entities since 2026 and previously worked at Synovus Securities and TD Bank. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Jason Ischy is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include longtime service at 1ST Global Advisors, Inc. and Avantax Investment Services, Inc. He has worked with multiple entities within the Cetera network since 2024. Cetera Investment Advisers LLC serves a broad client base including 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, providing access to affiliated and third-party managers as well as customizable investment strategies.

Rosa Rosales is a financial advisor with Cetera in Dallas, TX, holding a Series 66 license and seven years of industry experience. She has worked with various entities within the Cetera network since 2024 and was previously with Avantax Investment Services and 1ST Global Advisors. Outside of her advisory role, she is a co-manager of a food truck business, providing support in a non-operational capacity. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with assets under management exceeding $256 billion.

Kevin Fain is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with various Cetera entities since 2024 and spent 18 years at Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Mary Barakat is a financial advisor at Cetera with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Avantax Advisory Services and 1ST Global Advisors. Barakat is based in Dallas, TX. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with both discretionary and non-discretionary program options.

Saket Singh is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining Cetera in 2024, he worked at Fidelity Brokerage Services LLC for six years and Avantax Advisory Services for two years. Outside of his advisory role, Singh has worked as an Uber and Lyft driver since 2016. 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 platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.