Jacob Gold is a CFP® professional with 25 years of industry experience, currently serving at Cetera since 2021. He has held prior roles at VOYA Financial Advisors and has owned Jacob Gold & Associates, Inc., a financial services firm, since 2000. He is an associate faculty professor at the W.P. Carey School of Business at Arizona State University, teaching personal financial management, and serves on the Finance Advisory Board for Arizona State University as well as the Arizona Council on Economic Education. Gold is also the host of the Finance Roundtable Podcast and author of two books on financial topics. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large nationwide network of independent advisors. The firm serves individual clients across wealth spectrums, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various third-party money managers through multiple program structures.

Kelvin Gold is a Series 66-licensed financial advisor with Cetera in Scottsdale, AZ, with one year of industry experience. He has been affiliated with Cetera and its related entities since 2022 and previously worked at Arizona State University and Pinnacle High School. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.