Lori Selby is a CFP® with 12 years of industry experience, currently advising at Cetera. She has previously worked with Epic Trust Investment Advisors and Waddell & Reed, Inc. Selby has also been involved with Women Helping Women Fund Tri-Cities and operates a business under Lasebly, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

Jeffery Lewis is a financial advisor with Cetera Wealth Services, LLC, holding CFP® and Series 66 credentials and bringing 15 years of industry experience. He has held multiple roles under the Epic Private Wealth brand, managing wealth management, financial planning, tax, and accounting services. Lewis has also been involved in various business management and insurance activities, including ownership and operational roles in several entities related to financial and tax services. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with various program structures and custodial relationships.

Gregory Stapleton is a Series 65-licensed financial advisor with two years of industry experience. He is currently with Cetera and has prior experience with Avantax Advisory Services, Epic Trust Investment Advisors, and Monson Wealth Management. His work history also includes roles outside the investment industry, such as positions at Gesa Credit Union, HMIS, and Isoray Medical, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, employer-sponsored retirement, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management options and supports numerous program structures and custodial relationships.