Paul Caswell is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 21 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and is also the owner of Pioneer Wealth Advisors. Outside of finance, he works as a river guide and serves as an elder at a religious organization in Medford, Oregon, and is a board member of the Southern Oregon Ski Education Foundation. Cetera Investment Advisers LLC operates a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, retirement plans, and institutional clients. The firm supports a broad range of investment strategies through a large network of over 10,000 advisors and manages more than $256 billion in assets.

Anthony Roa is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, and various entities under the Cetera umbrella. He is an owner and advisor of Pioneer Financial Planning and is involved in cost-sharing operations for Pioneer Wealth Advisors. Outside of advisory work, Roa sells fixed insurance products and has a motorcycle rental listed on Riders Share. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supported by a broad nationwide network of over 10,000 advisors and $256 billion in assets under management.