Richard Solomon is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Solomon CPAs & Financial Services, where he provides tax preparation, bookkeeping, and payroll services. His professional background includes ownership roles in several related entities focused on financial and consulting services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform, featuring discretionary and non-discretionary program options and access to third-party money managers.

Christopher Solomon is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and also operates his own CPA firm, Christopher T. Solomon, CPA, PC, providing tax, accounting, payroll, bookkeeping, and consulting services. Additionally, he is a partner at Solomon CPAs & Financial Services PLLC, which offers accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and fiduciary services, managing over $256 billion in assets through more than 10,000 advisors.