Donna Stefans is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 33 years of experience in the financial industry. She has worked at multiple firms including Adviseher Financial, Gold Coast Capital Management, and Cetera Wealth Services, and has been involved with her own entities, Stefans Associates, Inc. and Stefans Law Group PC. Stefans is also an attorney specializing in estate planning and trusts, and serves on the board of the Long Island Alzheimer's Association as well as holding leadership roles with the New York State Bar Association and the National Academy of Elder Law Attorneys. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. 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, automated and bespoke investment strategies, and various program structures.

Thomas Brucia is a CFP® with 40 years of industry experience, currently with Cetera. He has held roles at Cetera Wealth Services, LPL Financial, and Long Island Branch LLC, a firm he was involved with for 10 years. Outside of finance, he serves as the musical director of a women's chorus in the Sweet Adelines International organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services, supported by over 10,000 advisors and managing assets in excess of $256 billion.

Marilyn Stefans is a CFP® professional with 36 years of experience in the financial advisory industry. She is currently with Cetera and has held roles at various firms including Gold Coast Capital Management Corp and Stefans Associates Inc., which she has owned since 1996. Outside of her advisory work, Stefans is an enrolled agent providing accounting and tax preparation services and owns a business focused on branding and marketing. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across a range of program structures.

Joseph Sabia is a financial advisor with Cetera and holds the Series 66 designation. He has two years of industry experience and has worked at firms including Ameriprise and Northwestern Mutual. He is also involved with Stefans Associates and The Stefans Group, where he assists in investment, tax, legal practices, and business marketing. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.