Jeffrey Nelson is a financial advisor with Cetera who holds a Series 63 designation and has 35 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and United Bank of Iowa since 2002, where he provides financial services to bank clients. Nelson also sells fixed life and annuities as part of his other business activities. 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 range of portfolio management, financial planning, and advisory services through a multi-manager platform with access to both affiliated and third-party money managers.

Todd Green is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Cetera in 2025, he worked at various Avantax entities from 2019 to 2025. Green is also the managing member of Green CPA PLLC, a tax and accounting firm serving farming and trucking businesses, as well as clients nearing retirement. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors, serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and various program structures.