Steven Loney is a financial advisor at Cetera with 14 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he worked at Avantax Advisory Services and related firms for over a decade. Outside of his advisory role, he serves as a volunteer board member for the Warner Village Office Condominiums Homeowners Association in Tempe, AZ. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing multiple investment program structures and third-party managers.

Matthew Mamolen is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Cetera and has previously worked at VOYA Financial Advisors and runs The M Group & Associates, where he serves as president and owner. Outside of financial advising, he coaches jiu jitsu twice a week. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, employing a multi-manager platform with various program options and a large scale of assets under management.