David Schofield is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Cetera and its related entities since 2013 and is involved in multiple insurance and financial services businesses, including ownership of a health insurance agency. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Matthew Porter is a financial advisor at Cetera with 19 years of industry experience. He holds the CFP® designation and has worked with multiple firms, including Porter Wealth Management and Cornerstone Advisory Group, where he is also involved as an owner. Outside of his advisory role, Porter owns and operates a tax preparation firm and sells life settlements through an affiliated insurance business. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide. It serves individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform and various program structures.