Matthew Hefley is a CFP® and PFS™ affiliated with Cetera, with 16 years of industry experience. He has worked at Cetera and related entities since 2025 and previously spent over a decade with Avantax Insurance Services. Hefley also serves as a board member and treasurer for Jefferson County CEO Inc., supporting high school students in entrepreneurial education, and is a member of the Fairfield Memorial Hospital Foundation board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various investment strategies through affiliated and third-party managers.

Shelby Greenwalt is a financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, Shelby worked at Avantax Advisory Services and Hefley & Associates, P.C., where they held roles in wealth management and tax preparation. Shelby is a Series 66 license holder and serves as treasurer for the Fairfield Memorial Hospital Foundation, a nonprofit organization supporting local healthcare facilities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutions through a network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program structures and access to both affiliated and third-party managers.