James Maugeri is a CFP® professional with 27 years of experience in the financial services industry. He has been associated with Cetera since 2010 and operates Maugeri Wealth Management, an investment advisory practice. He also provides tax consulting services through a separate business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting over 10,000 advisors and managing more than $256 billion in assets.

Samantha Froggatt is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked with Avantax Advisory Services and Cetera in various capacities since 2017. Outside of her advisory work, she serves on the boards of La Cima Club and The Constellation Club, and is an advisory board member for the University of Tennessee, Knoxville Customer Experience Program. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Justin Kiddy is a financial advisor at Cetera with 16 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His prior roles include positions at Veris LLC and Avantax Advisory Services, where he worked for over a decade. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.