Marvin Siegel is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 36 years of industry experience. He has operated his own accounting and tax firm, Marvin M. Siegel CPA PC, since 1976, and has been affiliated with Cetera since 2004. In addition to his advisory roles, he serves as president of his accounting firm and works in accounting and tax services. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Jennifer Stapleton is a Series 66-licensed financial advisor with Cetera, where she has worked since 2008. She has 18 years of industry experience and also provides client services at Siegel Accounting & Financial Services and Marvin M. Siegel CPA, PC, both of which are firms focused on financial and tax services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Steven Siegel is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has worked at Cetera since 2004 and operates Siegel Accounting & Financial Services in Wilmette, IL. Siegel also has a CPA background, partnering at Marvin M Siegel, CPA, PC since 1983. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, 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 multiple program options and access to third-party money managers.

Monika Stelmach is a Series 66-licensed financial advisor at Cetera with eight years of industry experience. She has worked with Cetera since 2023 and concurrently holds client service roles in tax and financial services at Marvin M. Siegel, CPA PC and Siegel Accounting & Financial Services. 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 with access to both affiliated and third-party managers.