Jenae Hall is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has worked at Cetera and related entities since 2024. Prior to her financial advisory role, she spent 14 years managing information systems at Benchmark Wireline Products, a manufacturer of oilfield service products. Additionally, she supports financial services operations as an administrative assistant at Optimum Wealth Paso. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party strategies.

Anne Crabbe is a CFP®-designated financial advisor with 19 years of industry experience. She is currently with Cetera and has held roles at several related entities including Optimum Wealth Management and Park Avenue Investment Advisory. Outside of financial advising, she serves as assistant moderator and diaconate member at Plymouth Congregational Church in Paso Robles and leads a local networking group called Early But Worth It. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party managers across multiple program structures and custodians.