Steven Sherman is a CFP® with 45 years of industry experience. He is currently affiliated with Cetera and North Ridge Wealth Planning, having held prior roles at OSAIC and American Portfolios, among others. He is the owner of Evans & Associates LLC, an insurance-related firm where he serves as an administrative officer, and he acts as a fiduciary for various family trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management through a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Jordan Bolebruch is a financial advisor with Cetera in Garden City, NY, holding Series 63, 65, and 66 licenses and six years of industry experience. His prior roles include positions at SVB Capital, Fortress Investment Group, and Citigroup, as well as entrepreneurial involvement with TRYDE APP. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of investment strategies and program structures, overseeing over $256 billion in assets across more than 10,000 advisors.

Robert Bolebruch is a financial professional with 38 years of experience, currently affiliated with Cetera. He holds Series 63 and Series 66 designations. His prior work includes a 15-year tenure at American Portfolios and two years at OSAIC. He is also involved with North Ridge Wealth Planning, a financial services business operating under a DBA. Cetera Investment Advisers LLC serves a wide range of clients including 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 various program structures and third-party money managers.