David Peirce is a Series 65-licensed advisor with Cetera Planning Partners, bringing two years of industry experience. He has a background in accounting and tax services as a partner at Denman CPA LLP and owner of David R Peirce, CPA P.C. He also provides investment and financial planning services through Avantax Planning Partners. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions.

Robert Buckley is a financial advisor with Cetera Planning Partners in West Des Moines, IA, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Denman & Company since 2007 and Avantax Planning Partners from 1999 to 2026. In addition to his advisory role, Buckley is a former shareholder and accountant at Denman & Company, a regional CPA firm, where he provided tax and consulting services. 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 diverse financial services including tax planning, bookkeeping, and estate planning through affiliated providers, using a formal, document-driven planning process with diversified portfolios aligned to client objectives and risk tolerance.