Timothy Augustine is a CFP® professional with 32 years of experience in the financial services industry. He currently works at Cetera Planning Partners and has held previous roles at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Raymond James Financial Services. He is also involved with Gierl Augustine & Associates, LLC, where he participates in tax preparation and insurance sales. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, financial planning, and retirement advice, along with ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Gary Augustine is a financial advisor with Cetera Planning Partners holding Series 63 and Series 65 designations and 37 years of industry experience. His career includes roles at multiple firms such as Stratos Wealth Advisors, Avantax Planning Partners, and his own investment management and advisory practices under the Gierl Augustine name. He also worked as an independent insurance agent for over three decades. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm offers comprehensive financial planning, investment management, and retirement-related advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers. Their investment process emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a document-driven planning intake and periodic updates.

Cassidy Schmidt is a CFP® with seven years of industry experience, currently affiliated with Cetera Planning Partners. Her prior roles include positions at Stratos Wealth Advisors, LLC, Avantax Planning Partners, Inc., and Gierl Augustine Investment Management, Inc. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations through mutual funds and ETFs tailored to client objectives, combined with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Jordan Fowler is a CFP® with ten years of experience in the financial services industry, currently with Cetera Planning Partners. His previous roles include positions at UBS Financial Services, Dollar Bank, and Avantax Planning Partners. Outside of his advisory duties, he is an owner of Fowler Family Holdings, a holding company involved in a roofing business where he contributes to financial review and marketing. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including tax services and estate planning through third-party providers, with an investment approach centered on diversified mutual fund and ETF allocations aligned with client objectives and risk tolerance.

Jena Reinheimer is a financial advisor with Cetera Planning Partners and holds a Series 65 designation. She has two years of industry experience, including roles at GA Investment Management and Avantax Planning Partners. Prior to her financial services career, she worked at Mac's Cafe and has a background in education from Butler High School and Slippery Rock University. 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, and estate-planning through third-party providers, with an investment process centered on diversified allocations aligned with client objectives and risk tolerance.

Zachary Sell is a financial advisor with Cetera Planning Partners and holds Series 66 and Series 63 licenses. He has 10 years of industry experience and previously worked at Morgan Stanley Smith Barney, Stratos Wealth Advisors, and Avantax affiliated firms. Outside of his advisory role, he coaches pre-academy level soccer for boys and girls ages 6 to 8. 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 emphasizes diversified allocations tailored to client objectives and integrates a range of affiliated services, including tax planning and estate strategies.

David King is a financial advisor with Cetera Planning Partners who holds Series 65 and Series 63 licenses and has 40 years of industry experience. He previously worked at firms including Stratos Wealth Advisors, Purshe Kaplan Sterling Investments, and Gierl Augustine Investment Management. Outside of his advisory role, he has been involved with Gierl Augustine & Associates, LLC, where he acts as an agent for the sale of insurance and annuity products. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm integrates a comprehensive approach that includes tax planning, bookkeeping, and estate-planning services, utilizing diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.