Mark Palmerino is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves on multiple nonprofit healthcare boards, including Harrington Memorial Hospital and Harrington Healthcare System, where he holds positions such as secretary and vice chairman. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using a multi-manager platform with discretionary and non-discretionary program options.

Jared Evangelous is a financial professional with 17 years of industry experience, currently associated with Cetera. He holds Series 63 and Series 65 credentials and has previously worked at Empower Retirement for nine years. He is also involved with CCR Wealth Management, where he serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered adviser that provides a range of investment and financial planning services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and operates as a multi-manager platform with over $256 billion in assets under management.

Michael Rousseau is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has also been involved with CCR Wealth Management LLC, where he works as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to diverse investment strategies and platforms.

Jack Mc Gauley is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked with several firms including Commonwealth Financial Network and Meristem Family Wealth. Prior to his advisory roles, he spent five years at Babson College and four years at the Community School of Naples. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform allowing for flexible investment strategies and program structures.

Mark Rosen is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing nine years of industry experience. He has a background in accounting and dental practice consulting, serving as a partner and trustee in various related businesses and nonprofit activities. Rosen is also president of the Larry S. Rosen Memorial Foundation, which awards scholarships. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party model portfolios and strategies.

Amanda Hancock is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. She has been affiliated with Cetera Advisors LLC and its related entities since 2014. Outside of her advisory work, she serves as treasurer for the Charles River Dressage Association, a nonprofit equestrian club, where she is responsible for financial record keeping. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients nationwide. The firm operates a multi-manager platform offering a range of program structures and investment options, supported by a large network of independent advisors.

David Borden is a financial advisor with Cetera, holding Series 63 and 65 licenses and bringing 29 years of industry experience. He has worked at Cetera and Cetera Advisors LLC since 2013 and previously spent 13 years with CCR Wealth Management. Outside of advising, Borden serves as treasurer for the Larry S. Rosen Memorial Foundation, a charitable organization, and acts as trustee and successor trustee for multiple client trusts. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a broad range of investment strategies and program structures.

Andrew Bonetti is a CFP® with 14 years of industry experience, currently associated with Cetera. He has held roles at Cetera Advisors LLC, CCR Wealth Management, and Shepherd Kaplan LLC. He serves on the board of the Baypath Humane Society of Hopkinton, focusing on finance and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with various program structures and custodial relationships.

Katie Lee Kallin is a financial advisor with Cetera, holding a Series 66 designation and bringing 18 years of industry experience. She has been with Cetera and its affiliates since 2013 and is also involved with Illuminative Inc. Beyond her advisory work, she creates content on TikTok and YouTube focused on personal weight loss, health, fitness, and motherhood topics. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse portfolio management and financial planning services, operating a multi-manager platform that supports a variety of program structures and investment strategies.

Justin Giuliano is a CFP® professional with 13 years of industry experience, currently affiliated with Cetera. His prior roles include positions at CCR Wealth Management, Triad Advisors, Finivi Inc, and Voya Financial. He is also licensed as an insurance agent, selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary account structures.

James Cawley is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked at Cetera and its related entities since 2024 and previously held roles at Strategy Asset Managers, Equitable Advisors, and other organizations. Outside of his advisory work, he served as a client service associate at CCR Wealth Management LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse investment management and financial planning services through a large network of independent advisors.

Brian Kennedy is a CFP® with 19 years of industry experience. He is currently affiliated with Cetera and CCR Wealth Management, with prior experience at Commonwealth Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and third-party managers.

Jonathan Lilja is a CFP® professional affiliated with Cetera who has 23 years of experience in the financial industry. He has been associated with Cetera Advisors LLC since 2014 and with Cetera since 2024. Outside of his advisory role, Lilja serves as a part-time EMT for the Town of Rockport Ambulance Department, is a conservation commission member, and a select board member for the Town of Rockport. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and affiliations to provide diverse investment solutions.

Jonathan Albano is a financial advisor at Cetera with 25 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Since 2013, he has been affiliated with Cetera ADVISORS LLC and currently serves as a co-trustee for several client trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Maher is a CFA® charterholder with over 31 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he is a co-owner of a vacation rental property in Snowmass, Colorado. Cetera Investment Advisers LLC is a large SEC-registered multi-manager platform that serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering both discretionary and non-discretionary portfolio management and access to third-party money managers.

Richard Moore Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and transitioned to Cetera in 2024. Outside of his advisory role, Moore is the owner of a travel baseball program, Energy Athletics, and serves as a notary public. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Danielle Drew is a CFP® with eight years of industry experience, currently serving with Cetera. Her prior roles include positions at Commonwealth Financial Network and Triad Advisors. Outside of finance, she teaches cardio and strength fitness classes at Nrg Fitness. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform with both discretionary and non-discretionary program options.