John Wilson is a financial advisor at Cetera Planning Partners with 27 years of industry experience. He holds a Series 63 designation and has held positions at firms including Raymond James Financial Services and Avantax Investment Services. Outside of his advisory role, Wilson is a partner in RKBW, LLC, a business involved in convenience store equipment leasing and sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees through investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach based on mutual funds and ETFs, and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Catherine Mc Daniel is a CFP®-certified financial advisor with nine years of industry experience, currently with Cetera Planning Partners in Houston, TX. She has previously worked at Avantax Advisory Services, Raymond James Financial Services, and Core+ Financial Strategies. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm provides ancillary services including tax planning, bookkeeping, and estate-planning support through a third-party provider, with an investment approach centered on diversified allocations tailored to clients’ objectives and risk tolerance.