Ft Worth, TX Office

Jeffrey Bouchard is a financial advisor with Cetera in Ft Worth, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes roles at firms such as D.A. Davidson, B. Riley Wealth Management, Ameriprise Financial Services, Kestra Private Wealth Services, and Morgan Stanley. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning services. The firm supports a broad range of program options and investment strategies with over $256 billion in assets under management.

Tiffany Muirhead is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera and Foresters Financial Services in various capacities since 2008. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Steven Hanes is a financial advisor with Cetera in Ft Worth, TX, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He previously worked at Foresters Advisory Services LLC and Foresters Financial before joining Cetera in 2019. Outside of his advisory role, he is a part-owner of a grocery store business and operates Hanes Wealth Management as a DBA for his Cetera practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and access to third-party money managers.

Angie Wohlhaefer is a financial advisor at Cetera with a Series 66 credential and five years of industry experience. She has worked extensively with Wilshire Consultants, Inc. since 2019 and has been affiliated with various Cetera entities since 2024. Wohlhaefer has also provided accounting and tax preparation support through her role at Wilshire Consultants. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management options and operates a multi-manager platform with access to a range of investment strategies and third-party managers.

Ana Paulino is a financial advisor at Cetera with seven years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, Avantax, and Wilshire Consultants. In addition to her advisory role, she serves as a Client Services Manager at Wilshire Consultants, where she manages operational functions and supports client service activities. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services, utilizing model portfolios, third-party managers, and customized strategies.

Ashley Archer is a financial advisor with Cetera based in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at various affiliated firms since 2014 and is a 100% owner of Olympus Financial Inc. She also serves as a board member of the Cowtown Clubhouse. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, offering portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and third-party managers.

Ryan Hornick is a financial advisor at Cetera with 10 years of industry experience. He has held roles at Cetera since 2019 and previously worked at Foresters Financial Services from 2016 to 2019. Hornick holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

John Dirik is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 42 years of industry experience, including over 35 years at Foresters Financial and seven years at Foresters Advisory Services, LLC. Since 2012, he has also been a 70% owner of Charles & John Dirik LLC, a horseracing ownership venture. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.

Clint Muirhead is a CFP®-designated financial advisor with 19 years of industry experience, currently affiliated with Cetera. He has worked at multiple firms including AIG and Foresters Financial Services. Muirhead serves as a director for local charity events at Children's Charities of Fort Worth. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, 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 with assets under management exceeding $256 billion.

Wade Grimes is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Foresters Advisory Services LLC and Foresters Financial. Outside of his advisory role, he is a board member of Brothers Keepers, an organization that helps injured veterans. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving 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 third-party money managers.

Karen Martin is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cetera Investment Advisors LLC. Her prior work includes roles at Ameriprise Financial Services, American National Bank of Texas, LPL Financial, and Raymond James Financial. Outside of her advisory work, she holds a volunteer leadership position as chapter president of a nonprofit business networking group in Mansfield, Texas. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing a multi-manager platform with access to both affiliated and third-party investment strategies.

Tayla Wilshire is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. Outside of her advisory work, she manages agricultural and cattle ranching operations and serves as president of the Wilshire Foundation, a charitable organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform allowing advisors to implement a range of portfolio management strategies, with more than 10,000 advisors and over $256 billion in assets under management.