Kelsey Cagle is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Fidelity Investments and its affiliated entities from 2013 to 2025 before joining Cetera and its associated firms in 2025. Cagle is a partner at Shoreline Financial Partners, where she provides financial services. She is also licensed to sell fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Colin Brennan is a CFP® professional with 11 years of experience in financial advising. He is currently a partner and financial advisor at Shoreline Financial Partners and works with Cetera. His prior experience includes seven years at FIDELITY Personal and Workplace Advisors. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a large network of independent advisors nationwide.

Joseph Rosario is a CFP® professional with 10 years of industry experience. He is currently affiliated with Cetera and is the owner of Shoreline Financial Partners, where he provides financial services. His prior experience includes roles at Fidelity Investments, Allstate, and several other financial firms. Rosario also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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, utilizing multiple program structures and access to third-party money managers.

Travis Sylvester is a CFP® professional with eight years of industry experience, currently serving at Cetera. His prior work includes roles at Fidelity Investments and Capital Trading Group. He is a co-founder and financial planner of Shoreline Financial Partners and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and financial services, supported by a large network of over 10,000 advisors and substantial assets under management.