Jordan Rhodes is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has been associated with Shoemaker Financial Services since 2014. Outside of his advisory role, Rhodes is involved in fixed insurance sales as an agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and charitable entities. The firm provides portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers.

Cheryl Stultz is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She worked at Edward Jones for nine years before joining Cambridge Investment Research Advisors in 2016. Outside of her advisory role, she has served as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports multiple management platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Evan Griner is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.