Brian Sohn is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently affiliated with Cetera Planning Partners. His prior experience includes roles at Avantax Investment Services, ProEquities, and Avantax Planning Partners. Outside of financial advising, he is a partner at Erpelding, Voigt & Co., a CPA firm, and owns an e-commerce business, NetZone, LLC. He also volunteers as a bookkeeper for the Indian Athletic Booster Club, Inc. and provides occasional speaking engagements on financial planning topics. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, and employs a diversified investment approach using mutual funds and ETFs tailored to client objectives and risk tolerance.

Michael Schlitter is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 65 credential and has a background as a senior accountant at Erpelding Voigt & Co., LLP, where he manages staff accountants and provides tax advice. He is also the treasurer of the Iowa Great Lakes Rotary Club, where he handles financial record keeping and tax filings for the nonprofit organization. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and provides investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach uses diversified mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.