Gregory Vitale is a CFP® and PFS™ with 27 years of experience in financial services. He is currently with Cetera and has prior experience at Avantax Investment Services and VF Wealth Management. Outside of advisory roles, he is a partner in a tax preparation and accounting firm. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Peter Franklin is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He is also Vice President and owner of VF Wealth Management Inc., where he prepares tax returns and provides tax consulting and bookkeeping services. Franklin’s background includes roles at Avantax Advisory Services and Avantax Insurance Agency. Cetera Investment Advisers LLC is a large national firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.