Charles Daniels III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes roles at Harvest Financial, LLC, First Allied Securities, Inc., First Allied Advisory Services, Inc., and Cetera affiliates since 1999. He is also active as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and over $256 billion in assets under management.

Timothy Horton is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. His prior experience includes roles at First Allied Securities and First Allied Advisory Services. Outside of his advisory work, he serves as a trustee for the Napa Elks Lodge #832, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, financial planning services, and access to third-party money managers.

Jared Worthington is a financial advisor with Cetera holding a Series 66 designation and no prior industry experience. His work history includes roles at several firms since 2026 and prior experience in logistics and robotics sectors. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of advisors and provides access to multiple investment strategies and third-party managers.