Jeremy Callegan is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at Avantax Investment Services and John Hancock prior to joining Cetera in 2025. Callegan serves as President of the Shaw Alumni Association, a volunteer role focused on coordinating events and supporting alumni activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services delivered via a multi-manager platform that includes affiliated and third-party model portfolios as well as customized investment strategies.

David Briley is a financial advisor at Cetera with 24 years of industry experience and holds a Series 66 designation. His prior work includes 13 years at Avantax Investment Services and related entities, and he has operated his own accounting and tax preparation services since 1984. Briley is also involved with Charles P Dennis Jr., CPA, providing tax and bookkeeping services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting various program structures and investment strategies.