Rodney Lewis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Lewis is also affiliated with a financial services firm under the name Financial Network - APE Financial and works as an insurance agent selling life, disability, and annuities. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management services and operates as a multi-manager platform with access to affiliated and third-party managers across multiple investment programs.

Lucas Vasquez is a financial advisor with Cetera, holding Series 63 and Series 66 designations and five years of industry experience. His prior roles include positions at Capital Strategies and MassMutual Life Insurance Co. He has worked within the Cetera network since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management options, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets across more than 10,000 advisors.

Jeffrey Lovas is a financial advisor with Cetera in San Antonio, TX. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Cetera and its affiliated entities since 2005 and operates Lovas Financial, where he provides tax services as a CPA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program structures and custodial relationships.

Jake Spruiell is a financial advisor with Cetera, holding a Series 63 license and over 27 years of industry experience. His prior roles include positions at PNC Managed Account Solutions and BBVA Wealth Solutions. He is the owner of Sonterra Wealth Management LLC, where he is actively involved in client services and trade execution. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with over $256 billion in assets under management.

Anthony Krueger is a financial advisor at Cetera with Series 66 credentials and four years of industry experience. He has been affiliated with various entities within the Cetera network since 2021 and previously worked at Globus Medical from 2015 to 2019. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients with more than $256 billion in assets under management.

Chelsea Smith is a financial advisor at Cetera with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Merrill and JP Morgan Securities LLC. She is based in San Antonio, TX. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors. The firm serves a range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management and financial planning solutions.

Harold Puhl Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Cetera and its affiliated entity, Cetera Wealth Services, LLC, since 2013. He is also an affiliated person of Financial Network–Landmark Region, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform and various program options under discretionary and non-discretionary authorities.

Brian Neyland is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Cetera since 2018 and previously spent 10 years at LPL Financial. Outside of his advisory role, he is president of a commercial construction company and involved in business ventures related to group health insurance. 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, with access to multiple program structures and third-party managers.

Nicholas Agostino is a CFP® professional affiliated with Cetera, based in San Antonio, TX, with 15 years of industry experience. His career includes roles at multiple Cetera entities since 2015 and prior work at T. Rowe Price Advisory Services. He serves as a FINRA arbitrator on an as-needed basis. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform that provides access to both affiliated and third-party managers.