James Adams is a financial advisor at Cetera with 32 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera, he worked at VOYA Financial Advisors and has operated Adams Consulting Group since 1995, where he provides financial education sessions and consulting related to employee benefit programs. He is also an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

Anne Nelson is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VOYA Financial Advisors and Cetera Wealth Services prior to her current role. Nelson is also an independent insurance agent involved in the sale of fixed insurance products through her own firm, Adams Consulting Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management solutions and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.