Patricia Starek is a financial advisor at Cetera with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has held various roles at firms including Avantax Insurance Agency and Avantax Investment Services. In addition to her advisory work, she serves as president of Kerats, Inc, a tax preparation and advisory firm, and is involved in managing multiple family trusts. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Reid Juul is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fidelity Financial Group and Voya Financial Advisors. In addition to his advisory role, he is an independent insurance agent and manages staff at Simplicity Financial Marketing Holdings, focusing on fixed insurance solutions. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment programs including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Paraskevi Porsch is a CFP®-certified financial advisor with one year of industry experience, currently with Cetera in Houston, TX. Her prior work includes roles at Forvis Mazars Wealth Advisors LLC, Deloitte & Touche LLP, and time spent at Texas A&M University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Damon Paull is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. He has worked with several firms including Equitable Advisors, AXA Advisors, and Totus Wealth Management. Outside of his advisory role, Paull serves as Vice President of Community Outreach at ATA-Houston and is an author involved in speaking engagements. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 third-party money managers across diverse program structures.

Jaimie Blackman is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked at various firms, including First Allied Advisory Services and Cetera Advisors LLC. Outside of his advisory role, Blackman is involved in music education and wellness, serving as an instructor at Lone Star College - Montgomery and leading a business focused on music and wellness education. He also holds a nonprofit leadership position as president of the Adult Resource Center. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, featuring a multi-manager platform with options including model portfolios, third-party managers, and customized strategies.

Clayton Mccain is a financial advisor with Cetera who holds a Series 66 credential and has 11 years of industry experience. He previously worked at Bank of America and Merrill and is currently involved with Alliance Wealth Strategies LLC and Dauntless Wealth Management. Mccain acts as trustee for the William C McCain Jr Descendants Trust, managing family investment assets. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, with a multi-manager platform that supports a wide range of investment strategies and program structures.

Kimberli Garrett is a financial advisor at Cetera with 30 years of industry experience. She holds a Series 63 designation and has been involved in financial services through Garrett Wealth Management since 2019. Additionally, she serves as an executor for an estate. 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 over 10,000 advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform featuring affiliated and third-party strategies.

Lori Rust is a financial advisor with Cetera in Houston, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She previously worked at Avantax in various roles from 2006 to 2025. Outside of her advisory work, Lori is president of Nathans & Rust Inc., a tax preparation and consulting business, and serves as a board representative for her family’s retail business, Callahan's General Store. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with multiple program structures and custodial relationships.

Katherine Wilson is a CFP® with 41 years of industry experience, currently affiliated with Cetera. She has worked with New England Life since 1986 and has been with Cetera and its related entities since 2013. She is licensed with various life insurance companies and offers annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.