Daniel Crouse is a financial advisor at Cetera with 10 years of industry experience and holds the Series 66 designation. He has worked with several firms including Avantax and 1st Global Advisors and operates his own accounting and financial services businesses. He is also a prospective board member of a local condo association. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.

Steven Brendle is a CFP® and PFS™ credentialed advisor with 26 years of experience, currently with Cetera since 2025. His prior roles include positions at Avantax Investment Services, 1st Global Advisors, and he is owner and president of Brendle Crouse P.A., a certified public accounting firm. Additionally, he holds a real estate broker license and owns a financial services firm, Brendle Financial Group, LLC. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

John Barrow is a CFP® and PFS™ professional with 12 years of industry experience. He currently works at Cetera and has held prior roles at Avantax Investment Services, Blue Rock Wealth Management, and 1st Global Advisors, among others. He is also a financial advisor at Brendle Financial Group, LLC, where he provides wealth management and financial planning services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.