Cincinnati, OH Office

William Anderson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked with Cetera Investment Advisors, Cetera Wealth Services, and Efficient Advisors, among others. Anderson also operates Anderson Financial, an investment services business where he performs administrative duties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

David Toney is a financial advisor with Cetera in Cincinnati, Ohio, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Cetera and its affiliated entities since 2004 and also owns David A. Toney Financial Solutions LLC, a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Phillip Schwegmann is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and L.M. Kohn & Company. He is based in Cincinnati, OH. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Shari Anderson is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2025, she worked for various Avantax entities for over a decade and has been with Jack P Arkle, Inc. since 2005. She also assists clients in selecting health insurance plans. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.

Kenneth Apking is a financial advisor with Cetera in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Cetera and Cetera Financial Specialists LLC since 2008. Outside of his advisory role, he works as an insurance agent selling health, life, annuity, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing more than $256 billion in assets.