Connor Ambrose is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cetera. He has previously worked at Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of his advisory role, he is principal of Ambrose Capital Management, LLC, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, corporate, charitable, and institutional clients with a variety of portfolio management and financial planning services. The firm operates a multi-manager platform offering discretionary and non-discretionary solutions across multiple program structures and custodial relationships.

Joseph Rinaldi is a financial advisor with Cetera in Dallas, TX, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at JPMorgan Chase, Wells Fargo, and Morgan Stanley. He serves as Chief Investment Officer at Iconic Wealth Group, where he provides financial planning, estate planning, investment advice, and tax preparation services for advisory clients. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, retirement plan, 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.