Darryn Pope is a CFP® professional with 36 years of industry experience, currently serving at Cetera. His prior roles include positions at Avantax Advisory Services, Proequities Inc, and LPL Financial. Outside of advisory work, he owns RACERBAX LLC, where he coordinates marketing and event participation in running expos, and he consults with CPA firms through his role at CPA2Connect. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with flexible program options, managing over $256 billion in assets across more than 10,000 advisors.

Paul Helfman is a financial advisor with Cetera Wealth Services LLC and Cetera, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include leadership at Helfman, Davis & Clanton CPAs and Roadmap Wealth Management. He is also active as a trustee for multiple trusts, administering assets and managing distributions in fiduciary capacities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with a range of customizable investment strategies and oversight structures.