Steven Kantz is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. His career includes roles at Cetera Advisors LLC, Private Advisor Group, LLC, and LPL Financial. In addition to his advisory work, he is licensed to sell life, disability, and fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party money managers.

Marc Canovali is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 32 years of industry experience. He has worked with firms including Private Advisor Group, LPL Financial, and The Advisor Group, where he is an owner. Outside of advising, he is an insurance agent specializing in life, health, disability, fixed annuities, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program platforms and third-party money managers.