Steven Bolek is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and Avantax Advisory Services. Outside of finance, he is the owner of Detroit Sports Download LLC, a company focused on creating video content related to Detroit sports teams. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, employing a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Spencer Wood is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services Inc. He is also involved with Wood & Associates Tax and Wealth Management LLC, where he serves as a financial assistant. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and a multi-manager platform.

Michael Muchortow is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, Muchortow owns Muchortow & Associates LLC, where he prepares tax returns and provides accounting consultation for individuals and small business owners. He also serves as an elder on the board of Hope Community Church. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various investment programs through a nationwide network of independent advisors.