Robert Wilkes is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services and Ryan Financial. In addition to his advisory role, Wilkes is involved with Jay Sarno and Associates as a business and management consultant. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Edward Ryan Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Avantax Advisory Services and Avantax Insurance Agency, as well as his current position at Cetera since 2025. Outside of advising, he serves as a director and secretary for a nonprofit scholarship fund supporting children attending Catholic high schools, and he holds leadership roles in professional associations such as the National Association of Enrolled Agents. Cetera Investment Advisers LLC provides a broad range of advisory services through a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers access to various investment platforms, including third-party managers and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.

Edward Ryan III is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He has prior experience at Avantax Investment Services and Avantax Insurance Services and serves as an assistant men's basketball coach at Caldwell University. Additionally, he is involved with Ryan Financial Group, providing tax preparation and planning services to individuals and small businesses. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services with access to both affiliated and third-party managers across various program options.