Lee Hochheiser is a financial advisor at Cetera with a Series 65 designation and approximately three years of industry experience. He is also employed full time at Hochheiser, Deutsch and Company, Inc., a firm focused on holistic financial planning, insurance services, and retirement planning. Prior to his current roles, he worked in sports media sales and has experience in marketing and insurance business management. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with both affiliated and third-party investment options.

Jay Hochheiser is a CFP®-designated financial advisor with 42 years of experience, currently affiliated with Cetera. His career includes long-term roles with Guardian Life and Avantax, as well as leadership of his own wealth management business, Hochheiser Deutsch & Co Inc. He is also the author of a financial guidebook and serves on the board of the Children’s Medical Fund of New York. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and planning services, supporting both discretionary and non-discretionary strategies.

Ross Cohen is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 26 years of industry experience. He is currently the owner of RMC Wealth Services and serves as Director of Retirement Plans and Investment Specialist at Hochheiser Deutsch & Co., focusing on qualified retirement plans for small businesses. His background also includes roles in insurance sales and financial planning. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform utilizing both affiliated and third-party strategies across multiple program structures.