Shawn Mechler is a CFP® and ChFC® with 32 years of experience in the financial services industry. He is currently affiliated with Cetera Wealth Services, LLC and Cetera, and is the owner and managing member of Positive Planning Wealth Advisors LLC. Mechler has prior experience with Avantax and 1st Global Advisors, Inc. Outside of his advisory work, he manages an irrevocable trust as a trustee and owns a financial services LLC that supports his strategic planning partnerships. Cetera Investment Advisers LLC is an SEC‑registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi‑manager platform with a variety of portfolio management options and serves over 800,000 clients through a nationwide network of more than 10,000 advisors.

Bryan Yach is a CFP® professional with 15 years of industry experience. He is currently affiliated with Cetera and its related entities, having previously worked at Fidelity Investments for over a decade. His background includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. 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 various portfolio management options and operates through a large nationwide network of independent advisors.

Nikolas Pineider is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Cetera. His career includes roles at Avantax and Fidelity Brokerage Services LLC. In addition to his advisory work, he is an associate at Pineider, Ford & Associates PLLC, an accounting firm where he is involved in tax compliance, planning, and firm modernization. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individual, employer, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management.

Brittany Yach is a financial advisor at Cetera with six years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes six years at Fidelity Brokerage Services LLC and roles at Flow Wine Group and the YMCA of Metropolitan Fort Worth. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing over $256 billion in assets.