Jonathan Krueger is a financial advisor at Cetera with Series 63 and Series 65 licenses and three years of industry experience. He previously held roles at E*Trade Securities and has been associated with Goldstein Financial Group, where he serves as a senior financial services associate. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Brooke Goldstein is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. She has worked at Cetera since 2019 and previously was with Oppenheimer from 2013 to 2019. She is co-founder and partner of Brentwood Financial Advisors and serves as secretary of Goldstein Financial Group. Outside of her advisory work, she hosts a podcast called "Adulting" that features discussions with professionals on practical knowledge adults should know. Cetera Investment Advisers LLC is a large-scale SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, with access to a wide range of third-party and affiliated managers.

Denise Schachne is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. She previously worked at Oppenheimer & Co. Inc and RBC Capital Markets. In addition to her advisory role, she manages operations for Brentwood Financial Advisors and Goldstein Financial Group, and is involved in leasing activities with a family-owned real estate business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable accounts, and institutional investors. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and investment program options.

Michelle Stewart is a financial advisor with Cetera in Los Angeles, CA, holding a Series 66 designation and 18 years of industry experience. She has worked at Cetera since 2019 and previously spent 19 years at Oppenheimer. Outside of finance, she owns Maximum Yarnage, a hand-dyed yarn and knitting tutorial business. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and clients ranging from individuals to institutional accounts. The firm offers a variety of portfolio management and retirement services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.