Thomas Schoettle III is a financial advisor with Cetera holding a Series 66 designation and four years of industry experience. He previously worked at General Atomics and the University of Southern California before joining Cetera in 2021. Schoettle also operates Schoettle Financial, where he serves as an investment associate involved in investment research and asset allocation analysis. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options and access to third-party managers through a multi-manager platform supporting various program structures.

Nicholas Schoettle is a CFA® charterholder and holds a Series 66 license, with four years of experience in the financial services industry. He currently serves as an associate at Schoettle Financial and works with Cetera since 2022. Outside of his advisory role, he is the treasurer for Casa de los Pobres USA, a nonprofit organization based in San Diego. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts.

Thomas Schoettle Jr. is a CFP® with 32 years of industry experience, currently affiliated with Cetera. He has operated his own financial services firm, Schoettle Financial, since 2004 and maintains a law practice under the Law Office of Thomas J. Schoettle Jr. in San Diego. In addition to his advisory work, he is a licensed attorney and a notary public. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures, allowing advisors to implement model portfolios, select third-party managers, or create custom strategies.