Christopher Chance is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo Clearing, Merrill, and First Allied Advisory Services. He is currently based in Johns Creek, GA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored 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, supporting a wide range of program options and custodial arrangements.

David Shaw is a CFP®-designated financial advisor with 15 years of industry experience, currently affiliated with Cetera in Johns Creek, GA. His prior roles include positions at Raymond James and Blueprint Wealth Solutions. Outside of his advisory work, he owns Busy Mimi LLC, a company focused on expense management. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management options, combining discretionary and non-discretionary strategies under various program structures.

Beth Morgan is a financial advisor at Cetera with 33 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 22 years. Outside of her advisory role, she owns a freelance writing and editing business and serves as the secretary of a local church board, where she advises on and oversees financial records. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Michael Agol is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Hilltop Securities Inc. and Burrows Capital Advisors, among others. Outside of advisory work, he serves as an elected board member for the College of the Mainland Foundation and owns a roofing company. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, 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 Sherbondy is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo Clearing and PNC Investments. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary accounts.