Thomas Roche is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at firms including Avantax Advisory Services and 1st Global Advisors, and is a partner at the accounting firm O'Connor Davies LLP. Outside of advising, he serves as a trustee managing administrative and investment-related functions for several trusts. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on retirement planning and portfolio management. The firm uses a structured planning process with personalized financial plans and offers services such as Social Security optimization, tax planning, and estate-planning support through affiliated providers.

John Lapilusa is a Series 66-registered financial advisor with 27 years of industry experience. He is currently with Cetera Planning Partners and has previously worked at Avantax and 1st Global Advisors. Outside of his advisory role, he serves as secretary and trustee for Peace Care Inc., a nonprofit organization overseeing nursing homes. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on those approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolios using mutual funds and ETFs aligned with client risk tolerance.

Peter Floersch is a financial advisor at Cetera Planning Partners with 25 years of industry experience. He holds the Series 66 designation and has worked with firms including Avantax Advisory Services and 1st Global Advisors. In addition to his advisory role, Floersch is a partner at PKF O'Connor Davies LLP, a public accounting firm where he performs attest services. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process tailored to client goals, with portfolio management focusing on diversified mutual fund and ETF allocations aligned with risk tolerance, alongside supplementary services such as tax planning and estate-planning support.