Edward Rodriguez is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 27 years of industry experience. He has held roles at firms including Avantax, Securities America, and Questar Asset Management. Rodriguez manages multiple H&R Block franchise locations, providing tax planning and consulting services, alongside his financial advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Thomas Benscoter is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has previously worked with firms including Securities America Advisors and Avantax. Outside of his advisory role, he is a senior tax professional at an H&R Block franchise and provides tax consultation and preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Frank Calise is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax and Securities America. Outside of advising, he manages several H&R Block franchises offering tax preparation and business services, and serves as manager of CFR Capital Group, providing financial and retirement planning. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a broad client base with a variety of investment programs and strategies.