Thomas Jones is a CFP® professional with 43 years of industry experience, currently affiliated with Cetera. His career includes roles at Cetera Wealth Services and Summit Financial Group, as well as ownership and leadership positions at Financial Planning & Management, Inc. and Insurance & Employee Benefits, Inc. Outside of his advisory work, he manages farming, timber, and wildlife operations at Hat Creek Plantation and serves as president of the Greater Atlanta chapter of the Izaak Walton League of America, a nonprofit focused on environmental conservation. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, charitable, and institutional clients across the U.S. The firm offers portfolio management, financial planning, and retirement services through a network of over 10,000 advisors, managing more than $256 billion in assets.

Perry Barnett is a financial advisor at Cetera with 11 years of industry experience. He holds the PFS™ designation and Series 66 license. Prior to joining Cetera in 2025, he worked at Rushton, LLC, Avantax Advisory Services, and 1st Global Capital Corp. Barnett serves as chairperson of the Business Advisory Council at the University of North Georgia’s Michael Cottrell College of Business and is treasurer of the Greater Hall Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors with services including discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement services. The firm operates a multi-manager platform offering a variety of investment strategies and serves a broad client base ranging from individuals to institutional accounts.

Steven Greenberg is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliates since 2019, previously spending eight years with Summit Financial Group. Outside of his advisory role, he operates a sole proprietorship focused on personal income tax preparation and owns Oak Hill Financial, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving 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, supporting both discretionary and non-discretionary accounts across various program structures.