Houston, TX 4550 Post Oak Place Office

Daniel Feiler is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at IMG Financial Group and Minnesota Life prior to his current role. Outside of advisory work, he also serves as an agent/broker involved in fixed insurance sales. 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 a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Dustin Edwards is a financial advisor with Cetera, holding a Series 66 credential and bringing 11 years of industry experience. His prior roles include positions at IMG Financial Group, Minnesota Life Insurance Company, Securian Financial Services, Alliance Benefit Group of Houston, and Invesco Advisers. Outside of his advisory work, he serves as a director involved in fixed insurance sales and acts as an independent contractor referring businesses for group health insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored 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 multiple program structures, supporting over 10,000 advisors and managing upwards of $256 billion in assets.

Andrew Oretsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at IMG Financial Group and Securian Financial Services. Outside of his advisory work, he is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, supporting both discretionary and non-discretionary account structures.

Sterling Storm is a financial advisor with Cetera holding a Series 66 designation and five years of industry experience. He has worked at firms including IMG Financial Group and Uber. Sterling is also involved with IMG Financial Group as a fixed insurance agent, focusing on marketing to medical professionals. 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 money managers through a multi-manager platform.

Nicholas Baker is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with IMG Financial Group and Minnesota Life Insurance Company, among others. Outside of his advisory work, he serves on advisory boards for the Harris County Municipal Utility District and the Houston A&M Club, and acts as a brand ambassador for Total Nutrition and Richmond Landing Family Dentistry. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple program structures and investment options.

Zachary Short is a CFP® with six years of industry experience, currently serving as a financial advisor at Cetera. His prior roles include positions at IMG Financial Group, Minnesota Life Insurance Company, and Renaissance Financial. He serves as a board member for Harris County Water Control and Improvement District No. 158. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors, offering portfolio management, financial planning, retirement services, and access to third-party money managers to individual, corporate, and institutional clients.

Austin Cox is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with Cetera and Cetera Wealth Services, LLC and has previously worked at IMG Financial Group, Inc. and Securian Financial Services, Inc. Outside of his advisory roles, he serves as an elder on the board of Crossbridge Church and is involved in expense management through his ownership of Abundant Stewardship LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform that supports customized investment strategies.

Mark Bohn is a CFP® certificant and Series 63 license holder with 28 years of industry experience. He is currently affiliated with Cetera and Cetera Wealth Services, LLC, where he has worked since 2025. His prior roles include positions at Athene Annuity and Life Company, Voya, and Crossroads Capital Insurance Services, among others. Outside of his primary advisory work, he is involved with IMG Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is a nationwide platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and client needs.

Matthew Webber is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience, including roles at Securian Financial Services, Minnesota Life Insurance Company, and IMG Financial Group, where he continues to serve as a financial professional. He is also a board member and treasurer for Western Academy, a school in Houston, TX. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, combining affiliated and unaffiliated managers, with over $256 billion in assets under management and more than 10,000 advisors.

Megan Stelter is a financial professional at Cetera with Series 66 credentials and less than one year of industry experience. Prior to entering the financial services field, she has held roles at companies including Apple Inc. and Dutchbros. Outside of her advisory role, she is also involved in selling fixed insurance products. Cetera Investment Advisers LLC is a large 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 and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Paul Bailey is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has worked at IMG Financial Group since 2000 and has been associated with Cetera since 2023. Outside of advisory work, he serves as an informal loan committee member reviewing SBA small business loan applications. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple program structures, third-party managers, and model portfolios.

Emily Langthorn is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and has worked with IMG Financial Group Inc and Minnesota Life Insurance Company. Outside of advising, she is involved in her family's business, E-Tel Inc, and holds a notary public commission. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with diversified investment solutions and oversees more than $250 billion in assets through a network of over 10,000 advisors.

Jonathan Vera is a CFP® with 14 years of experience in the financial services industry, currently affiliated with Cetera in Houston, TX. He has held roles at Img Financial Group, Inc. and related entities since 2011. In addition to his advisory work, he serves as an agent/broker engaged in fixed insurance sales. 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 across multiple program structures, supported by affiliations that enhance product offerings and scale.

Jeffrey Applebaum is a financial advisor with Cetera in Houston, TX, holding Series 63 and Series 65 credentials and with 32 years of experience. He has worked at Ascend Financial Services, Inc. and Minnesota Mutual Life/Applebaum Agency since 1994 and joined Cetera in 2023. He serves as a board member of Braeburn Country Club, advising on its general operations. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to implement various investment strategies across multiple program structures.

Allen Pong is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 43 years of industry experience. He has previously worked with IMG Financial Group and Minnesota Life Insurance Company. Outside of advising, he owns and manages a short-term rental property business through Orange Street Treat, LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering diverse portfolio management and financial planning services through a nationwide network of independent advisors. The firm provides access to multiple program structures and third-party managers, supporting both discretionary and non-discretionary investment approaches.