Ivanhoe Ffriend is a Series 63 licensed financial advisor with 44 years of industry experience. He is currently with Cetera, having joined the firm in 2023, and has an extensive background working with multiple insurance companies and financial services firms since 1979. He is the owner and president of Ffriend Enterprises, Ltd., a business focused on marketing and sales of insurance products, and also serves as a guardian for incapacitated persons. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting a mix of discretionary and non-discretionary strategies.

Jocelyn Ffriend is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. She has been associated with Cetera and Cetera Wealth Services since 2019. Outside of her advisory role, she owns and operates Roots and Culture Community Farm, a food business focused on providing fresh food and managing organizational operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of investment programs and account structures.