Majid Taheran is a financial advisor with Cetera, holding Series 65 and Series 63 designations and bringing 31 years of industry experience. His background includes prior roles at Avantax Advisory Services and extensive entrepreneurial activities, including ownership and leadership positions in tax preparation, insurance, real estate, and legal services. He also teaches financial accounting and mathematics at the University of Phoenix. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors. The firm employs a multi-manager platform allowing flexible investment strategies, with over $256 billion in assets under management and more than 10,000 advisors.

Inhee Carter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and offering 23 years of industry experience. She has worked with multiple health insurance providers for nearly two decades and operates an independent insurance brokerage focusing on health, dental, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm provides a range of portfolio management and financial planning services, using a multi-manager platform with diverse program structures and custodial relationships.