Brian Dervin is a financial advisor with Cetera Planning Partners in Omaha, NE, holding a Series 65 designation and 18 years of industry experience. Prior to joining Cetera Planning Partners in 2026, he worked at Avantax Planning Partners Inc and Honkamp Krueger Financial Services. In addition to his advisory role, he is a partner and accountant at Schleisman Onken & Associates and serves as treasurer for both the Pacific Pines Homeowners Association and ALS in the Heartland, a nonprofit organization. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll services, and estate-planning support through a multi-team approach and affiliation with the larger Cetera network.

Carrie Fenton is a financial advisor at Cetera Planning Partners in Omaha, NE, holding a Series 65 license with seven years of industry experience. She also works as an accountant at Schleisman Onken & Associates, a regional CPA firm providing tax, consulting, and auditing services. Additionally, she provides wealth management services through Financial Associates, LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services, utilizing diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance.