Jeffrey Hastings is a financial advisor with Cetera who holds a Series 66 designation and has 22 years of industry experience. His prior work includes roles at Avantax and leadership positions in his own accounting and tax preparation firms. He is actively involved in tax planning and compliance services and provides trustee services for client trusts. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm supports a variety of program structures and custodial relationships while overseeing more than $256 billion in assets under management.

Jessica Steffensen is a financial advisor with Cetera in Walnut Creek, CA, holding a Series 66 license and two years of industry experience. Prior to joining Cetera in 2025, she worked at Avantax Investment Services and Advisory Services from 2024 to 2025. Outside of her advisory role, she manages a tax services firm that provides tax preparation, planning, and bookkeeping, and serves as Chief Financial Officer for a nonprofit community pool association. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary program structures.

John Aaron is a financial advisor at Cetera with 17 years of industry experience and holds a Series 66 designation. He has held various roles within Avantax and its affiliated entities since 2010 and currently owns an accounting and tax preparation firm, Hawkes Hastings & Aaron Accountancy Corporation, which provides tax planning, bookkeeping, and financial statement services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party money managers, supporting both discretionary and non-discretionary account structures.