Oklahoma City, OK Quail Pointe Drive Office

Vinod Joshi is a financial advisor with Cetera, holding a Series 66 designation and bringing 26 years of industry experience. He has worked with firms including First Allied Securities and Investment Concepts, where he is also a representative. Outside of his advisory role, Joshi volunteers with Girl Scout Troop 3021. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Joseph Charron is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds Series 63, 65, and 66 licenses. His work history includes roles at American Fidelity Securities, First Allied Securities, and Cetera entities. He is also involved with Investment Concepts, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Hayley Kennon is a financial professional with seven years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has worked at several firms including First Allied Securities and Investment Concepts and Financial Planning, where she continues to maintain a role. Outside of financial advising, she is also active as a travel agent with Best Day Ever Vacations. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a large network of advisors.

Sasan Hashemi is a CFP® professional with 39 years of industry experience, currently affiliated with Cetera in Oklahoma City, OK. His career includes long tenures at First Allied Advisory Services and Investment Concepts & Financial Planning Services, the latter of which he continues to own and operate. In addition to his advisory work, he serves as a notary public and is involved in an insurance business and a holding company. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 advisors and approximately 800,000 clients nationwide. The firm offers a multi-manager platform with a range of portfolio management options, including model portfolios, third-party manager selection, and bespoke strategies across various discretionary and non-discretionary accounts.

Kelly Khelghati is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at First Allied Securities and Investment Concepts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides a range of portfolio management, financial planning, and retirement services with multiple program options and access to third-party managers.

Katherine Nithman is a CFP® professional with 37 years of industry experience, currently advising with Cetera. Her career includes long-term roles at First Allied Securities and First Allied Advisory Services, as well as operating Nithman Financial Group since 1999. She is also commissioned as a notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.