Nancy Forsyth is a financial advisor with Cetera, holding a Series 63 designation and bringing 19 years of industry experience. She previously worked at Avantax Advisory Services and Avantax Insurance Services and has operated Bluff Country Financial Services since 2007. Outside of her advisory work, she organizes Girl Scout meetings and coordinates cookie sales in Houston, Minnesota. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Patrick Forsyth is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes 12 years at Avantax Advisory Services and extensive involvement with Avantax Insurance Agency. Outside of his advisory role, he holds several community positions including president of the Houston United Campaign, board director roles at Valley View Healthcare and a mutual insurance company, and manages accounting for local organizations. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary management across numerous custodial relationships.