Rosalind Wright is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Cetera and its affiliated entities since 2013. Outside of her advisory work, she co-chairs local community efforts in Kamuela, Hawaii, overseeing clubhouse maintenance and organizing social events that include educational lectures on local history. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through an extensive network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that allows advisors to implement various investment strategies across discretionary and non-discretionary accounts.

Richard Jeffery is a CFP® professional with 51 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products, life, and annuities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.