Jennifer Dillee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. She has worked with Cetera Wealth Services and Cetera since 2025 and operates under the dba Perkins Financial since 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, serving over 10,000 advisors and managing more than $256 billion in assets.

Larry Claxton Jr. is a financial advisor with Cetera based in Houston, TX. He holds Series 65 and Series 63 licenses and has experience working at firms including W&S Brokerage Services, Valic Financial Advisors, and Charles Schwab & Co., Inc. Larry has held various roles in the financial services industry since 2014. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party money managers.

Donald Giello is the sole advisor at DBG Capital Advisors, LLC, an independent registered investment adviser based in The Woodlands, TX. He holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at DBG Capital Advisors and Ameriprise Financial Services since 2008. DBG Capital Advisors provides portfolio management and advisory services primarily to a small, specialized client base. The firm operates as a single-advisor practice focused on closely managed accounts.