Lana Mangold is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Cetera since 2023 and previously spent 14 years with Sagepoint Financial, Inc. In addition to her advisory work, she is a part owner of Eagle Retirement Group LLC, an investment-related business focused on investments, advisory services, and insurance marketing. Cetera Investment Advisers LLC supports a large network of over 10,000 independent advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with various investment program options.

Justin Clark is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Cetera in Frisco, TX. His prior experience includes 14 years at Sagepoint Financial, Inc. He is also a part owner and manager of Hillside Drive LLC, a business involved in expense management and office operations. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual clients, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.