Michael Penfield is the sole advisor at Penfield Investments LLC in Central Point, OR, holding a Series 66 designation with 17 years of industry experience. His background includes three years at Edward Jones and twelve years at FanDistro prior to founding Penfield Investments in 2022. In addition to advisory work, he dedicates part of his time to insurance product sales. Penfield Investments LLC provides asset management and financial planning services primarily to individual and high-net-worth clients, managing approximately $4.87 million in non-discretionary assets. The firm utilizes fundamental, technical, and charting analysis, manages held-away retirement accounts through a third-party platform, and integrates an affiliated insurance business.

Jason Burley is a CFP® with 17 years of experience in the financial services industry. He is the principal of Purpose First Financial, LLC, where he has worked since 2021. Prior to that, he spent 13 years with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. He is also a licensed insurance agent offering insurance products independently. Purpose First Financial serves individuals, small businesses, and charities by providing comprehensive financial planning, portfolio management, retirement-plan advice, and investment consultation. The firm employs a combination of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to create diversified, customized portfolios, and it offers educational workshops for clients and prospects.

Russell Mc Almond is a financial advisor at Rogue Russell Investments in Grants Pass, Oregon. He holds the CFP® and ChFC® designations and has eight years of industry experience. Prior to founding Rogue Russell Investments, he was semi-retired for eight years. Rogue Russell Investments provides discretionary investment management and written financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm emphasizes tailored portfolios based on client goals and risk tolerance, diversification, and regular account reviews using a variety of research sources.

Stephen Gerritz is the sole advisor at Gerritz Wealth Management, Inc. in Central Point, Oregon. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Gerritz Wealth Management since 1999. Gerritz Wealth Management offers active portfolio management and advisory services to individuals, high-net-worth clients, and profit-sharing plans. The firm employs a tactical asset allocation strategy that combines fundamental and technical analysis with proprietary timing tools to manage discretionary assets.

Josh Welch is a Series 65-credentialed financial advisor with 15 years of industry experience. He has been with Welch Investment Group, LLC since 2010, where he serves as one of two advisors. The firm provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. Welch Investment Group customizes portfolios using a mix of individual stocks, bonds, ETFs, and mutual funds, operating as a fiduciary with discretionary authority and emphasizing written, periodic communication and coordination with clients’ other professional advisors.

Sean Ealy is a CFA® charterholder with seven years of experience in the financial industry. He has been with Welch Investment Group, LLC since 2019, following a 24-year tenure at RVK, Inc. Welch Investment Group provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, and business entities. The firm offers customized portfolio management and retirement-rollover advice, operating as a fiduciary with a focus on written communications and coordination with clients’ other professional advisors.

Cameron Marzi is a Series 65-licensed financial advisor with Rogue Advisors, LLC, based in Grants Pass, OR. He has four years of industry experience, including a prior role at DoorDash, and has been with Rogue Advisors since 2021. Outside of his advisory work, Marzi is involved in social media marketing, assisting companies with their marketing efforts on a part-time basis. Rogue Advisors is a fee-only registered investment adviser serving individuals, retirement plans, trusts, and business entities. The firm primarily uses passive, diversified model portfolios composed of index mutual funds and ETFs, and provides a range of fiduciary and participant-level advisory services.

Cory Youmans is a financial advisor at Welch Investment Group, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Fisher Investments for 13 years before joining Welch Investment Group. Welch Investment Group provides discretionary portfolio management and financial planning primarily for individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, corporations, and pension consulting clients. The firm manages approximately $263.8 million across about 387 client relationships, offering tailored portfolios that emphasize diversification, cost-aware administration, and coordination with clients’ accountants and attorneys.

Anne Catherine Vinickas is a financial advisor with Redwood Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Redwood Financial Network and LPL Financial since 2019 and previously spent 14 years at Valic Financial Advisors. Vinickas operates a wealth advisory business as a sole member entity in Central Point, Oregon. Redwood Financial Network is a team-based advisory firm managing approximately $226 million in assets for individuals, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction with a combination of in-house management and LPL-sponsored platforms, offering a range of financial planning and retirement consulting services.

Greyson Back is a financial advisor at Rubicon Advisors in Grants Pass, OR, holding a Series 66 designation with one year of industry experience. Prior to joining Rubicon Advisors and LPL Financial, he worked eight years at Dutch Bros. Coffee and three years as Chief Compliance Officer at PrimaryHealth. Rubicon Advisors serves individual and high-net-worth clients nationwide, providing portfolio management, financial planning, estate and retirement planning, and employer retirement plan consulting. The firm emphasizes tailored asset allocation and ongoing portfolio monitoring, employing a diverse range of investment strategies and custodial platforms.

Brenda Stein is a CFP® professional with 12 years of experience in the financial industry. She currently works at Go Wealth Management and has previously held roles at NEXT Financial Services, Purshe Kaplan Sterling Investments, SeaCrest Wealth Management, and Edward Jones. Outside of her advisory work, she is involved with a trust entity related to a rental property and also sells fixed insurance products. Go Wealth Management provides investment and wealth management services to individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm employs a team-based research approach and integrates financial planning with discretionary and non-discretionary portfolio management.

Joshua Saunders is a financial advisor with Kingsview Wealth Management, LLC in Grants Pass, Oregon. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory role, Saunders serves as a naval aviator in the U.S. Navy, a position he has held since 2000. He also works as an independent insurance agent for life insurance. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm provides financial planning, ongoing wealth management, and asset management through a combination of in-house portfolio strategies, third-party managers, and access to alternative investments.

Amy Greiner is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Kingsview Wealth Management, LLC and Kingsview Partners LLC since 2018 and previously spent eight years at Edward Jones. Amy is also a licensed insurance agent. Kingsview Wealth Management is an SEC-registered multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of in-house strategies and third-party managers, including discretionary and non-discretionary advisory services.

Zachary Park is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include work at American Senior Benefits and Highway Products Inc. He is a member of Pin High Entertainment & Fundraising, where he participates in golf events to raise money for charitable causes. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a non-discretionary model that incorporates risk analysis and fundamental, technical, and cyclical portfolio evaluations.

Matthew Stolen is a Series 66-credentialed financial advisor with 21 years of industry experience. He is currently with Kingsview Wealth Management, LLC and has held roles at firms including Foreside Fund Services, M Financial Group, and LPL Financial. Outside of his advisory work, he owns a commercial cleaning business, Scrub Club, LLC, and provides compliance consulting to registered investment advisers through Stolen Consulting. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management using both in-house and third-party investment strategies across a range of asset classes, including equities, fixed income, and alternative investments.

Andrew Tripp is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 licenses and has 12 years of industry experience. He has been with Valic Financial Advisors since 2014 and also serves as an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Paul Sutherland is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 12 years of industry experience and has been with Independent Financial Group since 2014. Outside of his advisory work, he serves as an Elders Quorum President and a seminary teacher for the Church of Jesus Christ of Latter-day Saints, and he owns a small business that creates custom laser-designed items. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through multiple platforms, employing a mix of strategic asset allocation and multi-manager portfolios with both active and passive investment exposures.

Paul Atondo is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2023. Prior to this, he was affiliated with JP Morgan for four years and managed Atondo LLC since 2019. He previously worked with doTERRA from 2015 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offices, offering diversified investment strategies, tax-efficient services, and affiliated financial products.

Tyler Cook is a financial advisor with Edward Jones in Grants Pass, Oregon. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at ESAM for seven years and Nicebadge for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Rodger Jordan Jr. is a CFP® professional with 28 years of experience at LPL Financial, where he has worked since 1998. He holds a Series 63 designation and is based in Grants Pass, OR. Outside of his advisory role, he is associated with a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational and research tools.

Logan Richardson is a financial advisor at Edward Jones in Grants Pass, OR, holding a Series 66 designation. He has been with Edward Jones since 2024 and has prior experience at Becklar and Avantguard, among other employers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

William Swanson is a financial advisor with Edward Jones in Grants Pass, Oregon, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked with Appraise Oregon and county assessor offices in Douglas and Josephine Counties. Outside of his advisory role, he owns and manages an LLC involved in coordinating property repairs and tax recordkeeping. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a broad range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Aaron Tuttle is a financial advisor with LPL Financial in Grants Pass, Oregon, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones from 2015 to 2022 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Madeline Charest is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked at J.P. Morgan in various roles since 2017 and is also involved with Unicorn Gun Tattoo Company, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Cameron Adams is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2021 and previously spent six years at Citi Bank. Adams also serves as an OCS instructor in the Idaho Army National Guard, a role he has held since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as group annuity contracts and bank deposit sweep options.

Shad Shriver is a financial advisor at Edward Jones in Grants Pass, OR, with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a nationwide network of more than 23,700 financial advisors.

Jacqueline Halcomb is a financial advisor with Edward Jones in Grants Pass, OR, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Edward Jones since 2012, following prior roles at CUSO Financial Services, L.P. and CUNA Brokerage Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Gregory Bassett is a financial advisor at Edward Jones in Grants Pass, Oregon, holding a Series 66 designation and with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing a rental property in Central Point, Oregon. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated services, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Paul Hart is a financial advisor at Edward Jones with 23 years of industry experience. He has held his current role since 2007 and holds Series 63 and Series 66 designations. Outside of his advisory work, he owns and manages a bed and breakfast in Grants Pass, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Marie Randolph is a financial advisor with Edward Jones, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she owns and manages a single-family residential rental property in Grants Pass, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services supported by a nationwide network of over 23,000 advisors.

Joshua Richardson is a CFP® professional with 25 years of experience, currently serving as a financial advisor at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Grants Pass, Oregon. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a wide range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and 15,000 branches.

Andrew Murphy Rouse is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Verizon Wireless and was self-employed, while also managing a local teahouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Kelley Witters is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. Based in Grants Pass, Oregon, she has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Damon Eilek is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Warekois is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 13 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, and he is also the owner and president of a tax and accounting firm. Warekois serves as an elder and service overseer for the West Valley Congregation of Jehovah's Witnesses. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, featuring various program structures, third-party managers, and investment options.

Adrianne Wytcherley is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at JP Morgan Securities LLC for 10 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Nathan Salhus is a financial advisor with OSAIC in Grants Pass, OR, holding a Series 66 license and 18 years of industry experience. He previously worked at Ameriprise Financial Services and LPL Financial. Outside of his advisory role, Salhus is the owner of Salhus Stables, LLC. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with portfolio construction tools and access to multiple third-party money management solutions.

Adam Poole is a financial advisor with Edward Jones in Rogue River, OR. He holds a Series 66 designation and has one year of industry experience, including prior roles in automotive sales. Outside of advising, he owns a small automotive sales business in Alaska related to his interest in cars. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, tax-efficient services, and affiliated financial products.

John Randolph is a financial advisor at Edward Jones in Grants Pass, OR, holding CFP®, ChFC®, and Series 66 credentials with 10 years of industry experience, all with Edward Jones since 2016. He serves on the Budget Advisory Committee for Rogue Community College, which reviews and ensures the fiscal responsibility of the college's budget. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Bryan Dorsey is a financial advisor with Edward Jones in Rogue River, OR, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as president of the Rogue River Chamber of Commerce. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated products through a large national network of advisors and branch offices.

Alicia Murray is a financial advisor with Edward Jones in Grants Pass, Oregon, holding Series 63 and Series 66 credentials and 11 years of industry experience. Her prior work includes roles at FSC Securities Corp and Umpqua Investments Inc. Outside of her advisory work, she assists with manufacturing, packaging, and online activities for a fishing tackle company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Deven Howard is a Series 66-licensed financial advisor with Edward Jones in Central Point, Oregon. He has 13 years of industry experience and has worked at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Susanne Atondo is a financial advisor at Edward Jones with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Wells Fargo Clearing, U.S. Bancorp Investments, Chase Investment Services, and Wamu Investments. She is located in Grants Pass, Oregon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Aj Smith is a Series 66-licensed financial advisor with LPL Financial, based in Grants Pass, OR, and has three years of industry experience. Prior to joining LPL Financial in 2024, he worked with Independent Financial Group, LLC and Investment Resources. Outside of his advisory role, he works as a DoorDash driver. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced operational tools and a broad platform of financial products.

Edward Winslow Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior roles include positions at Western International Securities, Inc., Financial West Group, and Personal Financial Planning Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Joseph Spurgeon is a Series 66-licensed financial advisor with LPL Financial, based in Central Point, Oregon, and has 25 years of industry experience. He has been affiliated with Linsco / Private Ledger since 2003. Outside of his advisory work, Spurgeon has taught speech, writing, and English classes at Rogue Community College and previously worked as a high school English teacher. He has also authored a monthly financial column and is writing a book that uses fables and fairy tales to explain financial concepts. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Benjamin Givens is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work history includes roles at First Interstate Bank, Umpqua Bank, Wells Fargo, and Panda Express. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices nationwide.

Richard Wilson II is a financial advisor with OSAIC, holding Series 65 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining OSAIC in 2025, he worked at Ameriprise and Ameriprise Financial Services, Inc. from 2012 to 2025. Outside of advisory work, Wilson is an author and serves on the board and finance committee of the Boys & Girls Clubs of the Rogue Valley, in addition to holding a patent related to automotive design modifications. OSAIC serves a diverse client base including individual, high-net-worth, pension, and corporate clients through a large network of affiliated advisers and multiple platforms. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of investment vehicles and offers integrated brokerage, financial planning, and managed account services.

Dylan Banionis is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation. His work history includes multiple roles at Cetera Wealth Services, LLC, along with a period of employment outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party managers, and customized strategies, supporting both discretionary and non-discretionary accounts.