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 Series 66 licensed financial advisor with Cetera, bringing two years of industry experience. She has worked at Cetera and Avantax Advisory Services and has a background in tax and accounting, managing a tax services firm that provides tax preparation, planning, and bookkeeping. Steffensen also serves as the Chief Financial Officer for a local nonprofit community pool association. 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 range of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party managers, covering diverse program structures and custodial relationships.

John Aaron is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has worked at multiple firms, including Avantax and Hawkes Hastings & Aaron Accountancy Corporation, where he provides accounting services and tax planning for individuals and businesses. Outside of advisory services, he is involved in mortgage origination and processing through Wymac Capital Mortgage. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management solutions through a multi-manager platform, supporting both discretionary and non-discretionary accounts with access to affiliated and third-party portfolio managers.