Robert Matacchiero is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 36 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and Cetera Investment Advisers LLC since 2024, and he has been involved with Professional Insurance Systems of Florida since 1994. Outside of advising, Matacchiero serves as president of the board of directors for a condominium association and operates a fixed insurance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to various program platforms, operating a multi-manager platform with discretionary and non-discretionary account management.

Mitchell Nelson is a financial advisor with Cetera in Largo, Florida, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His career includes roles with Cetera and its affiliates since 2012, as well as ownership of Monmouth Financial Services and involvement in insurance sales through Senior Care Specialists. He is also a notary public in New York and New Jersey. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across various program structures and custodial relationships, with assets under management exceeding $256 billion.