Shannon Dubuisson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 14 years of industry experience. Prior to joining Cetera in 2024, she worked at Wells Fargo Clearing from 2016 to 2024. She is also involved in selling fixed insurance products as an insurance agent and owns a financial services firm, Poppy Wealth Management. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jamie Ince Santikham is a financial advisor at Ameriprise with 25 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. He is based in Stockton, California. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware withdrawal guidance for clients approaching or in retirement.

Kevin Twing is a financial advisor at Cetera with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been associated with Cetera and Cetera Wealth Services since 2013. In addition to his advisory role, he is an insurance agent selling life, annuities, and long-term care products, and he also provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of advisors and operates a multi-manager platform with diverse investment program options.