Richard Solomon is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Avantax Investment Services and has owned Solomon Wealth Management, LLC, Solomon CPA's & Financial Services, and Christopher T. Solomon, CPA, PC since 2014. Outside of advising, he is involved in tax preparation, bookkeeping, and payroll services through his CPA firm. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms with options spanning automated allocations to bespoke investment strategies.

Christopher Solomon is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and owns a CPA practice, Christopher T. Solomon, CPA, PC, providing tax, accounting, payroll, bookkeeping, and consulting services. He is also a partner at Solomon CPAs & Financial Services PLLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutions. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary options.