Patrick Dendy is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with IMG Financial Group since 2009 and transitioned to Cetera in 2023. Outside of advisory roles, he is also involved in fixed insurance sales as an agent and owns a holding company. Cetera Investment Advisers LLC is a large SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by extensive resources and affiliations.

Corinne Yelle is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked at Cetera since 2019 and previously was with Foresters Advisory Services and Foresters Financial from 2014 to 2019. Outside of her advisory role, she works as a fitness instructor at Orangetheory Fitness. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of investment strategies and third-party managers.