Scott Marmo is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He previously operated Marmo Financial Group for 19 years before joining Cetera Planning Partners in 2026. Outside of financial advising, Marmo serves as an ex-officio board member of Holston Medical Group, P.C., a multi-discipline medical practice, and operates an insurance brokerage as a sole proprietor. 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 that results in personalized financial plans updated at least annually, with investment management focusing on diversified allocations aligned to client risk tolerance.

Amy Grindstaff is a financial advisor at Cetera Planning Partners with a Series 65 designation and seven years of industry experience. Her prior roles include positions at Marmo Financial Group, Sharp Business Systems, and Saratoga Technologies, Inc. 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 follows a structured planning process that results in personalized financial plans, emphasizing diversified allocations using mutual funds and ETFs aligned with client risk tolerance.

Sasha Stewart is a CFP® professional with five years of industry experience. She has worked at Cetera Planning Partners since 2026 and previously held roles at Marmo Financial Group, LLC, and WealthWise, Inc. dba WorthWhile Wealth Council. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, especially those approaching or in retirement. The firm employs a structured planning process and offers diversified portfolio management alongside supplementary services including tax planning, bookkeeping, and estate-planning support.

Donovan Swinger is a financial advisor at Cetera Planning Partners with a Series 65 designation and one year of industry experience. His prior work includes roles at Marmo Financial Group and Northwestern Mutual. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, focusing on retirement planning. The firm employs a structured planning process and offers diversified portfolio management along with supplementary services such as tax planning and estate-planning support.