Davis Breen is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has been affiliated with Cetera and its related entities since 2017. Outside of his advisory role, he is involved as a client support specialist at Sterling Retirement Resources. Cetera Investment Advisers LLC is a nationwide firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and retirement services. The firm offers multiple program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Luke Strom is a CFP® professional with 14 years of experience in financial advisory services. He is currently with Cetera and has worked previously at AdvisorNet Wealth Partners and Questar Capital, among others. Strom is also a trustee for his younger brother's supplemental needs trust. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers under various program structures.

Matthew Koski is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. He has held roles at several firms including American Enterprise Investment Services, Inc., Ameriprise, and AdvisorNet Financial Inc. Koski also serves as a portfolio manager at Sterling Retirement Resources Inc., where he is involved in investment management and trading. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various program options and affiliations.

Megan Gehrman is a CFP® with 19 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services, LLC since 2013 and at AdvisorNet Wealth Partners from 2012 to 2025. In addition to her advisory work, she is a partner and secretary at Sterling Retirement Resources, a financial planning firm, and also provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Anthony Woodley is a financial professional with the Series 66 designation and four years of industry experience. He is currently with Cetera and has held roles at several affiliated firms since 2021, including Sterling Retirement Resources, where he also provides financial services. Prior to his work in financial services, he was employed at Deloitte and US Bank. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services and operates a multi-manager platform allowing advisors to use model portfolios, third-party managers, or bespoke strategies.