William Roeser is a Series 66-licensed financial advisor with 19 years of industry experience, currently with Cetera. He has previously worked at Avantax Advisory Services, 1 St Global Advisors, and operates multiple business ventures, including a CPA firm and a landscape photography business. He owns and manages Roeser Wealth Management, providing financial advisory services in Fresno, California. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining model portfolios, third-party managers, and customized strategies.

Raymond Medrano is a financial professional at Cetera with one year of industry experience and holds the Series 66 designation. He has worked at several firms including Avantax and Life Mark Wealth, and has extensive experience in accounting and business valuation. Outside of finance, he is involved in pastoral ministry and mentors local university students interested in accounting, as well as being a pizza influencer on social media. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.