Thomas Tavenner is a financial advisor at Tavco Financial Advisory, Inc. with 12 years of industry experience. He has been with Tavco since 2017 and is also involved with The Tavenner Agency and The Tavenner Company. Outside of his advisory work, he serves as an insurance agent selling fixed life, annuities, and long-term care products. Tavco Financial Advisory, Inc. serves individual clients, including high-net-worth individuals, and retirement plans by recommending and monitoring third-party money managers and providing ERISA plan services. The firm primarily manages assets on a non-discretionary basis and utilizes fundamental analysis, often recommending mutual funds and specialized equity strategies through third-party platforms.

Cory Hixson is a CFP® with 12 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. Prior to joining Kingsview in 2025, he spent 11 years at Edward Jones. He is also the managing member of Hixson Holdings, LLC, a role he has held since 2012. Kingsview Wealth Management is a multi-advisor firm that provides financial planning and wealth management services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm employs a blend of in-house and third-party investment strategies, including management of affiliated exchange-traded funds and services for retirement plans.

Nickolas Turner is a financial advisor at Altitude Capital Management LLC with 16 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Whitney and Associates and Transamerica Financial Advisors. Outside of finance, he has been involved with Superior Vending Inc. for over 20 years. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm customizes strategies based on client objectives and risk tolerance, utilizing a mix of asset allocation, dollar-cost averaging, and technical analysis.

Tony Dalton is a financial advisor with Kintra Wealth, LLC, holding a Series 63 designation and 32 years of industry experience. His prior roles include positions at Commonwealth Financial Network, McCarthy & Cox, Massachusetts Mutual Life Insurance Company, and MSI Financial Inc. He also engages in fixed insurance sales, dedicating a small portion of his work time to this activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations by providing wealth management, financial planning, retirement-plan consulting, and portfolio management services. The firm employs a model-driven investment process combined with fundamental security analysis and offers specialized services such as business exit planning and institutional consulting.

Tyler Metzger is a CFP® with five years of industry experience currently affiliated with Kintra Wealth, LLC. His prior work includes roles at Commonwealth Financial Network, McCarthy & Cox, W&S Brokerage Services, and WESTERN SOUTHERN Life. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, offering wealth management, financial planning, and retirement-plan consulting. The firm combines client interviews with model-driven asset allocation and fundamental security analysis, managing approximately $1.5 billion in discretionary assets while integrating planning and investment strategies across household accounts.

James Cox is a CFP® with 23 years of experience in the financial services industry. He is currently with Kintra Wealth, LLC and has a long tenure with McCarthy & Cox dating back to 2007. Outside of advisory work, Cox is involved in managing a golf course through Bug & Bear Holdings, LLC, a private company he co-owns. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, and retirement-plan consulting. The firm employs a model-driven, tax-efficient investment process and offers specialized services such as business exit planning and institutional advisory solutions.

Ryan Mickelson is a CFP® with 20 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox Retirement, Commonwealth Financial Network, and Ameriprise. Mickelson also engages in fixed insurance sales as part of his business activities. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven investment process combined with personalized planning to optimize tax efficiency and offers specialized services including business exit planning and institutional advisory.

Wesley Bean is a CFA® charterholder with 28 years of industry experience. He is currently with Kintra Wealth, LLC and previously worked at McCarthy & Cox and Commonwealth Financial Network. He serves as an Investment Committee Member for the Union County Foundation, a nonprofit organization. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services including business exit planning and sub-advisory support.

Quinn Mickelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at Commonwealth Financial Network and McCarthy & Cox Retirement & Estate Specialists LLC. Mickelson is also involved in fixed insurance sales as a secondary business activity. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm employs a model-driven asset allocation combined with fundamental security analysis and offers specialized services such as business exit planning and sub-advisory support for ETFs.

Mark Finney is a CFP® with 20 years of industry experience, currently advising at Kintra Wealth, LLC. He previously worked at McCarthy & Cox Retirement & Estate Specialist for 11 years and Commonwealth Financial Network for 8 years. Outside of advisory work, he is also an insurance agent selling fixed life, fixed annuity, long-term care, and disability insurance products. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations with wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm manages approximately $1.5 billion in discretionary assets and employs a model-driven, tax-efficient investment process integrated with planning services.

Jonathan Lawrence is a CFP® with six years of industry experience, currently serving as a financial advisor at Kintra Wealth, LLC. His prior roles include positions at McCarthy & Cox, Commonwealth Financial Network, and Cetera Investors. Outside his advisory duties, he spends a portion of his time engaged in fixed insurance sales. Kintra Wealth, LLC provides wealth management, financial planning, and retirement-plan consulting services to individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm employs a model-driven investment process combined with fundamental analysis, managing approximately $1.5 billion in discretionary assets and offering specialized services such as business exit planning and institutional advisory solutions.

Colton Lowry is a Series 66 licensed advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He previously worked at Edward Jones from 2013 to 2025 before joining Kingsview. Lowry serves as a board member for Green Hills Community in West Liberty, Ohio. Kingsview Wealth Management is a multi-advisor firm offering wealth management and financial planning services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house portfolio management with third-party strategies and alternative investments, and it also acts as an adviser and sponsor to affiliated exchange-traded funds.

Megan Collins is a CFP® professional with 15 years of industry experience. She is currently with Kintra Wealth, LLC and has previously worked at McCarthy & Cox Retirement & Estate Specialists, Commonwealth Financial Network, and Nationwide Investment Services Corporation. Megan also spends a portion of her time engaged in fixed insurance sales. Kintra Wealth serves a broad range of clients including individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations. The firm combines client-focused planning with model-driven asset allocation and fundamental security analysis, implementing strategies designed to optimize tax efficiency and reduce duplicate holdings across household accounts.

Zachary Boyd is a CFP® with 17 years of industry experience. He is currently an advisor at Kingsview Wealth Management, LLC and previously worked at Edward Jones for 16 years. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and state or municipal clients. The firm offers financial planning and asset management through a blend of internal portfolio strategies, third-party managers, and registered investment products.

Arron Miller is a financial advisor with Kestra Advisory in Marysville, Ohio, holding a Series 66 designation and 1 year of industry experience. Prior to joining Kestra Advisory in 2025, he worked in pharmaceutical sales and various roles in the healthcare industry. Outside of advisory work, Miller is involved in real estate investment through several private investment groups focused on property acquisition and rehabilitation. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base including institutional and individual investors. The firm offers fiduciary consulting, plan design, and investment management solutions, serving large institutional clients and utilizing a range of investment platforms and third-party relationships.

Chad Bentz is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, LLC, and Fedex Freight. Outside of finance, he spent 15 years associated with the Imperial School of Martial Arts. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm utilizes a multi-provider model for portfolio implementation and offers multiple wrap-fee programs with custodial and trade execution services supported by KeyCorp affiliates.

Christina Pease is a financial advisor at Fidelity with eight years of industry experience. She holds a Series 66 designation and has worked at several firms including Stratos Wealth Advisors, Cetera, and Axa Advisors. Outside of financial services, she was employed at Savour Food Safety International and Nature's One, Inc. She is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Jacob Kehoe is a financial advisor at Raymond James Financial with a Series 66 designation and four years of industry experience. He has held roles at Milholland and Mitchell Financial Group LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he assists with training and operations and conducts research for investment models at Milholland and Mitchell Financial Group LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Michael Reid is a financial advisor at Cetera with 14 years of industry experience. He is the president and owner of a tax and accounting firm, Reid Mohler Staten, Inc., and is involved in the operation and management of several family farms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with various program structures and custodial relationships.

Matthew Milholland is a CFP® professional with 13 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2018. His prior roles include positions at Wells Fargo Advisors, Mass Mutual Investors Services, and Metlife Securities. Outside of advisory work, he is active in nonprofit governance, serving as Vice President and Treasurer on the board of the Union County Foundation, where he participates in investment and fundraising activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and nonprofit organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Karan Ubhi is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the Cleveland Browns Football Co LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG frameworks and a range of derivatives and commodities capabilities.

Eric Milholland is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. Prior to joining Raymond James in 2021, he worked for Wells Fargo Advisors Financial Network for 12 years. He is involved in several business ventures, including a financial planning practice in Marysville, Ohio, managed jointly with partners and where he serves as CFO. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Zachary Welch is a financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he spent ten years with Kempersports, where he was involved in golf operations. Outside of his advisory role, Welch continues to work in golf operations, assisting with day-to-day activities at a public golf course. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning covering retirement, tax, estate, and other areas. The firm offers a combined planning and managed-account program while maintaining separate service structures and does not serve institutional clients with portfolio management.

Jason Hunt is a financial advisor with Edward Jones in Bellefontaine, Ohio, holding a Series 66 designation and eight years of industry experience. He previously worked at KEMBA Financial Credit Union for six years before joining Edward Jones in 2017. Outside of his advisory role, he has formed an LLC to purchase, rehabilitate, and sell properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive advisor network, broad branch footprint, and affiliated financial services such as trust and securities-based lending.

Zachary Fiely is a financial advisor with Edward Jones in Urbana, Ohio. He holds a Series 66 designation and has 12 years of industry experience, all of which has been with Edward Jones since 2013. 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, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

James George is a financial advisor with Edward Jones in Springfield, Ohio, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is an independent contractor in football officiating. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices across the country.

Zachary Avery is a CFP® professional with seven years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research and IH Credit Union since 2018 and previously coached basketball at Clark Shawnee Local Schools. In addition to his advisory role, Avery is an independent insurance agent and has ownership involvement in a business entity. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base while offering a range of investment platforms and proprietary model strategies.

Jerome Armstrong is a financial advisor at Edward Jones with 24 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors and 15,000 branch offices.

David Ritter is a financial advisor with Thrivent Investment Management in Marysville, OH, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, he serves as a volunteer member of the Board of Directors for NC4K - Nellie's Champions for Kids, an organization supporting children fighting cancer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses without discretionary trading authority. The firm combines planning with managed-account programs under a consolidated billing option while maintaining these services separately.

Benjamin Headlee is a financial advisor at Edward Jones in Urbana, Ohio, with 22 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2011, he worked at LPL Financial, Fifth Third Securities, and Chase Investment Services Corp. He also operates a separate financial business under the name Headlee Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Jennifer Harvey is a financial professional with 11 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 credentials. Outside of her advisory role, Harvey serves as a board member for the City of Urbana Ohio Parks & Recreation Board and the First Presbyterian Church of Urbana, and she is a campus director at Classical Conversations Homeschool Campus Co-op. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

David Goins is a CFP®-designated financial advisor at Raymond James Financial with 33 years of industry experience. His prior roles include 16 years at Commonwealth Financial Network and five years at Citigroup Global Markets. He serves as board chair for the Memorial Health Foundation in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides tailored financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm emphasizes non-discretionary advice using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jonathan Hoskins is a CFP®-designated financial advisor with LPL Financial, based in Urbana, Ohio, and has 23 years of industry experience. He has been with LPL Financial since 2011 and concurrently serves at The Citizens Banking Company, where he holds duties in wealth management and trust services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms, supported by various advisor tools and a broad range of financial services.

Kyle Goins is a CFP® with 13 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Commonwealth Financial Network and Columbus State Community College. Outside of his advisory role, he is involved with Goins Wealth Strategies, a non-investment-related business based in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools, and supports various advisory programs and institutional consulting services.

Jennifer Capell is a financial advisor with LPL Financial based in Marysville, Ohio. She holds the CFP® designation along with Series 63 and 65 licenses and has nine years of industry experience. Prior to joining LPL, she worked at Avantax Insurance Agency and Avantax Investment Services, as well as Honda Federal Credit Union and Rush Creek Financial. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Amanda Beecher is a financial advisor at Edward Jones in Marysville, Ohio, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, managed accounts, and affiliated funds, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Todd Boone is a financial advisor with Edward Jones in Springfield, OH, holding Series 63 and Series 66 licenses and 15 years of industry experience. He joined Edward Jones in 2017 after a year at Thrivent Financial and Thrivent Investment Management Inc. Outside of advising, he is involved in maintaining rental properties. Edward Jones is a wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages over $1 trillion in assets with a large nationwide advisor network and offers a range of advisory programs featuring discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds.

Bryan Cenky is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2020, he worked at Cetera and Minster Bank. Outside of his advisory work, he owns a corn and soybean farm and serves on the board of the Farm Service Agency, a nonprofit organization. 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 services, utilizing model portfolios, third-party asset managers, and customized strategies.

Brent Harder is a financial advisor with Edward Jones in Urbana, Ohio, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of finance, he served as president of Harder-Terrill Group Inc., a commercial cleaning business that is currently in the process of closing. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and corporate clients. 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, operating under a fiduciary standard.

Lindsey Williams is a financial advisor at LPL Financial with three years of industry experience. She holds a Series 66 designation and previously worked at Richwood Bank Co., TJ Maxx, and Dairy Queen. Outside of finance, Lindsey is a dance instructor with Energy Arts in Marysville, OH. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Edward Waldrop is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Joseph Mitchell is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 63 designation and has 30 years of industry experience. Prior to joining Raymond James in 2018, he worked at Edward Jones for 16 years. He is a partner at Milholland & Mitchell Financial Group, a financial planning practice based in Marysville, Ohio. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers non-discretionary planning tailored to client goals and supports its advisors with analytical tools and specialized programs, including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Hannah Southwood is a financial advisor at Edward Jones in Bellefontaine, Ohio, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Charles Schwab and TJ Tingley State Farm. 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 large national network of advisors and branch offices.

James Vandre is a financial advisor at LPL Financial with 32 years of industry experience. He held prior roles at Nylife Securities, Inc. and New York Life Insurance Company, each for 20 years, and briefly worked at Thrivent Investment Management. Outside of his advisory work, Mr. Vandre owns and operates a farm as a sole proprietorship. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and integrated financial services.

Drake Hunt is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Mary Rutan Hospital for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and maintains a nationwide network of financial advisors and branch offices.

Julia Owens is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. Prior to joining LPL in 2026, she worked with Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Outside of her advisory role, she volunteers as a wedding coordinator at her church and owns a small business that breeds rabbits for pets, 4-H projects, and meat. 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 supported by technology and a broad platform including financial planning, third-party asset management, and institutional programs.

Mitchell Stonestreet is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. He has worked with Cetera and its affiliates since 2013 and operates his own business, Stonestreet Financial. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of advisors, offering a range of portfolio management and retirement services across multiple program structures and custodial relationships.