Gordon Jaenson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and Universal Financial Services since 2002. In addition to his advisory role, he is an insurance agent specializing in life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and a multi-manager platform with access to various investment strategies and program structures.

Christopher Stein is a CFP® with 27 years of experience in financial services. He is currently with Cetera and has previously worked at VOYA Financial Advisors and operated Stein Financial Services since 1998. In addition to his advisory role, he is an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform that offers both discretionary and non-discretionary options.