Stephen Chase is a CFP®-designated financial advisor with 23 years of experience, currently with Cetera since 2025. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors. He is also the owner of a tax preparation business serving individual clients. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and advisory services through multiple program structures and manager affiliations.

Brian Osborne is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. He has previously worked at Avantax Advisory Services and Avantax Investment Services Inc. Outside of his advisory role, Osborne works as a tax preparer through Stephen Chase Tax Preparation. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.