Douglas Donald is a financial advisor with Cetera who holds the PFS™ designation and Series 63 license, bringing 27 years of industry experience. He has previously worked at Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Services, and 1st Global Advisors. Donald also serves as president of Divorce Financial Solutions LLC, where he focuses on divorce financial planning and related forensic work, and leads divorce workshops in the Lexington, KY area. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform that provides access to affiliated and third-party money managers and various program options.

Charles Chan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Avantax entities for over two decades prior to joining Cetera in 2025. Outside of his advisory role, he owns Chan Tax & Financial Services, a tax preparation and accounting business, and is a licensed notary public. Cetera Investment Advisers LLC serves a diverse client base including individuals, 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.