Connor Bo Winters is a Series 66 licensed financial advisor with two years of industry experience. He is currently affiliated with Cetera and has a background working in both financial services and fire protection engineering. Outside of advisory duties, he develops fire protection designs for industrial facilities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Yancy Spivey is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at First Financial Equity Corporation, Wells Fargo Advisors, and Edward Jones. Outside of his advisory work, Spivey serves as treasurer for Simmons Center Wellness Center and is a board member at East Central University; he is also involved in aircraft ownership and manages a consulting firm serving auto dealerships. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering a range of program structures and investment options supported by over 10,000 advisors nationwide.

William Benson is a CFP® with six years of industry experience, currently affiliated with Cetera. His prior roles include positions at Arvest Wealth Management and management of his own firm, Benson Asset Management LLC. Outside of his advisor role, he manages Benson Asset Management LLC and is involved with multiple financial services entities. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes both affiliated and third-party investment strategies.

Heather Calfy is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked previously at firms including Edward Jones Investments and Wells Fargo Advisors. Calfy serves on the board of the Walters/Cotton County E911 emergency services and is a managing member of Preacher's Kid Brewing LLC. She also coaches high school softball and is a board member of the Temple Area Food Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored 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.