Marcia Lewis is a financial advisor with Cetera Planning Partners in Louisville, KY, holding a Series 66 designation and 25 years of industry experience. She has worked at Avantax Planning Partners, CSSC Brokerage Services, and CSSC Investment Advisory Services prior to joining her current firm. Lewis also serves as Director Emeritus at Blue & Co., a regional CPA firm, where she provides tax, consulting, and business valuation services. Additionally, she is a member-owner and advisor at Green Street Capital, LLC, offering wealth management services to diverse clients. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm utilizes a diversified allocation investment process based on mutual funds and ETFs, complemented by tax planning, bookkeeping, payroll support, and estate-planning services through third-party providers.

Wray Cooper Jr. is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 25 years of industry experience. He has worked at several firms, including HK Financial Services, Inc. and Blue & Co, LLC, where he serves as Director Emeritus providing tax, consulting, and business valuation services. Cooper is also a board director and shareholder of Benefits Administrators, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, financial planning, Social Security optimization, and retirement advice. The firm provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning, and utilizes a diversified investment approach with an emphasis on client objectives and risk tolerance.