Christopher Bones is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2019, following prior roles at Summit Financial Group, Summit Brokerage Services, and Ameriprise. Outside of his advisory work, he serves as president of a local elementary school PTA, overseeing its day-to-day operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, leveraging multiple program structures and third-party managers to provide diverse investment solutions.

Colleen Wallace is a CFP® with 12 years of industry experience, currently affiliated with Cetera. She has previously worked with Avantax Insurance Services, LLC and Avantax Advisory Services. Outside of her advisory role, she owns and operates CorLux Financial, a firm providing tax services, financial planning, investment, and insurance services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across various program structures and custodial relationships.

Lucas Hessel is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and maintains a financial services business under the name Pete's Mt Wealth Management, where he manages client communications and administrative duties. Prior to his current role, he held various positions including at California Pizza Kitchen and several educational institutions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.