Jonathan Newport is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has worked at Cetera since 2025 and previously spent six years at Avantax Investment Services and six years at 1st Global Capital Corp. Newport is also a partner and shareholder at Jones & Roth, P.C., where he provides CPA and business advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Jamie Zolezzi is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Cetera. Prior to joining Cetera in 2025, Zolezzi worked at Avantax Investment Services and Avantax Advisory Services, as well as 1st Global Advisors Inc. In addition to financial advising, Zolezzi is a certified public accountant and serves as a referring advisor at Jones & Roth, Pc, where they have been employed since 2004. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, combining affiliated and third-party managers across discretionary and non-discretionary programs.

Kimberly Lyon is a Series 66-licensed financial advisor with Cetera, bringing two years of industry experience. She also serves as a partner at Jones & Roth, P.C., a CPA firm where she leads assurance engagements and provides tax-related services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 advisors. The firm offers various portfolio management and financial planning services across multiple program structures and custodial relationships.

Bryan Decker is a CFP® professional with 16 years of experience in financial services, currently advising clients at Cetera since 2025. He previously worked at Avantax Advisory Services and Avantax Investment Services, and has been involved with Jones & Roth, PC since 2013. Outside of his advisory role, Decker serves as president of his local homeowners association board. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of services including portfolio management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering diverse program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.