Jon Rothenberg is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been associated with various entities within the Cetera network since 2004, including Cetera Wealth Services and Cetera Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Andrew Yost is a financial advisor at Cetera with 26 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Newbridge Financial Services Group, LPL Financial, and Regal Securities. Outside of his role at Cetera, Yost serves as a Senior Advisor at Rosso Financial Group, where he is involved in sales and account management. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individuals, retirement plans, corporations, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management options and access to third-party money managers.