Mario Sicari is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 33 years of industry experience. His prior roles include extensive involvement with BGS Assurance LLC and M&M Associates, among others. Outside of advisory work, he is engaged in motivational speaking for college students and high school graduates, and co-owns a tax planning and bookkeeping firm serving small businesses. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform to over 10,000 advisors nationwide. The firm serves individual, corporate, charitable, and institutional clients through a range of portfolio management, financial planning, and retirement services, utilizing both discretionary and non-discretionary strategies.

Nicholas Aubin is a financial professional with Cetera, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked with NYLife Securities LLC and New York Life Insurance Company. Outside of his advisory role, he has worked as a golf caddy since 2013. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and employs a multi-manager platform with diverse program options.

Brian Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2005. Walsh also owns and operates a tax services business providing tax resolution for small businesses, and he serves as president of a tax and accounting firm where he oversees a staff of accountants and tax preparers. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and unaffiliated model portfolios and third-party managers.

Jonathan Rosen is a CFP® professional with 10 years of industry experience, currently affiliated with Cetera. His background includes roles at MassMutual Life Insurance and LPL Financial, as well as operating his own firm, Rosen CPA LLC. He serves on the NJCPA Society Bergen Chapter Board and has been involved with Rutgers University for over a decade. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform and a nationwide network of independent advisors.

Thomas Burke is a CFP® with 39 years of industry experience currently advising at Cetera since 2018. His prior work includes over a decade at Genco Holdings and earlier roles within Cetera. Outside financial advising, he is involved in diverse business activities including managing a certified public accounting firm, a local trucking company, and bookkeeping services for a bakery. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with varied portfolio management options, combining discretionary and non-discretionary services across multiple program structures and custodial relationships.

Alvin Vinson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cetera Investment Advisers, LLC since 2017 and with Cetera Financial Specialists LLC since 2005. Outside of his advisory role, he serves as a board member for a cooperative housing organization, where he works on building improvements and maintenance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Michael Poole is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and totaling 42 years of industry experience. He has been affiliated with Cetera and its related entities since 2005 and operates M&M Associates LLC, which focuses on recruiting and referral activities. Additionally, he is involved in the sale and renewal of group health plans, life insurance, and long-term care insurance. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Christopher Wolff is a financial advisor with Cetera who holds a Series 66 credential and has 14 years of industry experience. He has worked at Cetera and CETERA Financial Specialists LLC since 2012 and currently owns Wolff Capital, LLC. Wolff also serves as a continuing education instructor for the American School of Business and is an executor for family estates. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and consulting services, including discretionary and non-discretionary strategies and access to third-party money managers.