David Anfinson is a financial advisor with Cetera who holds the PFS™ designation and Series 66 license, bringing 24 years of industry experience. He has worked at Cetera since 2021 and previously held roles at Voya Financial Advisors and his own firm, Anfinson Thompson & Co. He serves as a board member for Carris Health LLC and Centra Care Health, both nonprofit organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Dean is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 48 years of industry experience. His career includes roles at Voya Financial Advisors and multiple positions within the Cetera network. He also works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies implemented by a large nationwide network of independent advisors.

Erik Jensen is a financial professional with three years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has held roles at firms including Heritage Bank NA and Anfinson Thompson Financial Services. In addition to advising, he is licensed as an insurance agent, selling life, health, disability, annuities, and long-term care products. 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 multiple program structures and custodial relationships.