Charles Dunn is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including First Allied Advisory Services and his own Charles R. Dunn Investment Advisors, LLC. Dunn is involved in several nonprofit organizations, serving as executive director and board member for groups focused on charitable, community, and homeless services in Tucson, Arizona. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Mark Taylor is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2018, and previously at Ameriprise Financial Services from 2012 to 2018. Outside of his advisory role, he serves as executor for his father's estate. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multiple program structures and a multi-manager platform.

Kathleen Peake is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Cetera since 2014 and has prior experience at firms including Felicia Searcy LLC and Landmark Events. Outside of her advisory role, Peake is involved in community and business activities such as managing a local women’s networking organization, promoting financial education, and participating in women empowerment initiatives that include publishing and coaching. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm offers diversified portfolio management options through a multi-manager platform that enables advisors to implement affiliated model portfolios, third-party managers, or customized strategies across various program structures.

Chad Porzig is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include over a decade with Primerica and two years at HD Vest. Outside of advising, he owns and operates CQ Books, an e-commerce business focused on used book sales, and QP Imagery, a photography and videography venture specializing in landscapes, nature, and pet portraits. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to various model portfolios, third-party managers, and customized strategies.

Steven Dalton is a CFP® and ChFC® credentialed advisor with 18 years of industry experience. He is currently affiliated with Cetera and has held prior roles at Cambridge Investment Research and Brophy Wealth Management. Dalton serves as a board member of the Mary Gale Foundation, which provides financial assistance to elderly women in Manchester, NH. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a variety of program structures and custodial relationships.