Thomas Grant is a financial advisor with Cetera possessing the Series 66 designation and six years of industry experience. His work history includes positions at Cetera Wealth Services, Marg Financial, and Mid Atlantic Resource Group. Grant also holds a role as a salesperson with Mid Atlantic Benefit Strategies LLC, focusing on fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large national network of independent advisors and features multiple program options including model portfolios, third-party managers, and bespoke strategies.

Lesley Weiner is a financial advisor with Cetera, holding the CFP® and ChFC® designations and bringing 43 years of industry experience. Her career includes long-term roles at Minnesota Mutual Life and Ascend Financial Services, as well as advisory work at William Paterson University. She serves as a member of the advisory council for Cotsakos College of Business and works as a notary public. Cetera operates as an SEC-registered adviser with a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.