Jesus Romero is a financial advisor at Cetera with 17 years of industry experience and holds the PFS™ and Series 63 credentials. Prior to joining Cetera in 2025, he was affiliated with Avantax Insurance Agency and Avantax Investment Services for 10 years and has operated his own CPA firm since 2012. Outside of his advisory role, he is involved in community activities including serving as treasurer for the Sachse Lady Mustang Athletics Booster Club and the Landon Hilario Foundation, which supports minority and economically challenged youth in golf. He also owns a tax preparation and accounting firm and has developed a mobile app to track tax returns in his office. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services under various program structures, leveraging affiliated and third-party managers.

Gary Cook is a CFP®-designated financial advisor with 39 years of industry experience. He is currently with Cetera and has prior experience at VOYA Financial Advisors and through his own firm, Cook Financial Services, which he continues to own and manage. He also acts as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, 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 money managers.