Hayden Goerzen is a CFP® with 11 years of industry experience, currently serving at Cetera since 2025. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc, with a background in financial consulting, insurance, investment, and charitable planning services through Everence Foundation. Cetera Investment Advisers LLC is a large nationwide SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, discretionary and non-discretionary services, and access to third-party money managers.

Robert Wall is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Everence Trust Company and Concourse Financial Group Securities Inc., where he provided insurance, investment, financial planning, and charitable planning services. In addition to his advisory work, he manages financial matters for a family member under a power of attorney arrangement. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with discretionary and non-discretionary program options.