Rupa Shrestha is a financial advisor with Cetera who holds a Series 66 credential and has seven years of industry experience. She has worked at Cetera and its affiliate firms since 2021, with prior experience at Voya Financial Advisors. In addition to her advisory role, she is an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.

Brian Wright is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 15 years of industry experience. His prior roles include positions at Voya Financial Advisors, Inc. and Weststar Financial Group. He is also an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.

Scott Waldron is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. Prior to Cetera, he worked at Voya Financial Advisors and MJI, Inc., where he was associated with Hagan Hamilton Insurance. He also runs an independent insurance agency and has roles in other financial service businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving 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 various third-party money managers.

Taylor Van Doorninck is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at firms including Voya Financial Advisors and Foresters Financial and is the owner of TVD Wealth Strategies Incorporated. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform providing access to affiliated and third-party model portfolios, with assets under management exceeding $256 billion.

Nicholas Blattner is a financial professional at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms including Voya Financial Advisors and Martin Haugh Financial, where he continues to serve as principal. Outside of advisory work, he is an elected board member and finance committee member at Riverside Golf and Country Club. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.