Patrick Sreenan is a financial advisor at Cetera with 28 years of industry experience and holds a Series 63 designation. His career includes roles at Sageview Advisory Group and a long tenure with JM Family Enterprises. Outside of his advisory work, he is involved in several entrepreneurial ventures, including managing insurance sales and owning multiple real estate investment entities. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering a range of portfolio management and retirement services through a multi-manager platform with access to both affiliated and third-party investment strategies.

Robert Queen II is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Cetera and affiliated entities since 2013. In addition to his advisory role, he serves as Senior Vice President at HUB International, providing employee benefits and insurance consulting services focused on 401(k) clients. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors and serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and manages over $256 billion in assets.