Jed Inzerella is a CFP® professional with 26 years of industry experience, currently with Cetera Planning Partners. His career includes roles at Avantax and 1st Global Advisors, among others. He is a member and manager of Darnall Sikes Wealth Partners, an entity used to market wealth management services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Terrance Keenan Jr. is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Avantax and 1st Global Advisors. Keenan also markets wealth management services through his separate entity, Darnall Sikes Wealth Partners LLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives, complemented by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Michelle Keenan is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 11 years of industry experience. She has previously worked with Avantax Advisory Services and 1st Global Advisors, among other firms. Keenan also serves as the Chief Operating Officer of Darnall Sikes Wealth Partners LLC. 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 integrates a diversified investment process with a range of ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.