Danville, KY W. Main Street Office

Josiah Robbins is a CFP® with three years of industry experience, currently serving at Cetera Wealth Services, LLC. He also holds a role as a Tax and Wealth Associate at McDaniel Wealth Management, PLLC, where he provides tax preparation and accounting services alongside assisting financial advisors. His prior experience includes positions at Avantax Insurance Agency and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of portfolio management and financial planning services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients.

Timothy Mcdaniel is a CFP®-designated financial advisor with 23 years of industry experience. He is currently with Cetera and has held prior roles at Avantax Insurance Agency and Avantax Advisory Services, among others. In addition to his advisory work, he owns an independent insurance agency and provides accounting and tax preparation services through his own firm, McDaniel Wealth Management, PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Cynthia Lanham is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Shelter Insurance and McDaniel Wealth Management PLLC, where she also operates a tax preparation and accounting practice. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that incorporates affiliated and third-party managers across various program structures.