Phoenix, AZ 2730 East Camelback Road Office

Zackary Marquez is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with Cetera. His work history includes roles at Cetera Wealth Services, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of his advisory work, he is also active as a licensed insurance agent selling fixed insurance products and works as a Realtor with Remax Coastal Homes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with various program structures and access to third-party money managers.

Zachary Smith is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Smith is also associated with Renaissance Financial as registered staff and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Robert Daugherty is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He has worked at Renaissance Financial Corp and various insurance firms since 2021, and has also been affiliated with Cetera since 2023. Outside of advisory roles, he has experience as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio solutions, incorporating third-party managers and bespoke strategies across various program structures.

Kathryn Riel is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked with Renaissance Financial and Minnesota Life, among others. She serves as a director for two nonprofit organizations, We're MOVING FORWARD!, which supports individuals affected by brain injury, and EPWNG, a women's networking group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.

Drake Lane is a financial advisor at Cetera with a Series 66 credential and three years of industry experience. His prior roles include positions at Minnesota Life Insurance Co and Securian Financial Services Inc. He is also involved with Renaissance Financial, offering securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across numerous program structures.

Bridger Johnson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked with Renaissance Financial and Minnesota Life Insurance Co, among other firms. Johnson is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and affiliations.

Michael Ross is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including UBS Financial Services and Minnesota Life Insurance Co. Outside of advising, he is involved in the sale of fixed insurance products and operates Renaissance Financial, offering securities, insurance, and advisory services. Cetera is an SEC-registered adviser serving a broad client base from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services featuring multiple program structures and access to third-party money managers.

Dalton Herrington is a financial advisor at Cetera with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has worked with firms including Renaissance Financial Services Inc. and Securian Financial Services Inc. Since 2018, he has been involved in financial advisory and fixed insurance sales through Renaissance Financial. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering a multi-manager platform with a variety of portfolio management and advisory services.

Isaac Montano is a financial advisor with Cetera, holding the Series 66 designation and seven years of industry experience. He has worked at Renaissance Financial and Minnesota Life, among other firms, and currently operates as a financial advisor offering securities, insurance, and advisory services. Montano is also active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and retirement services. The firm supports over 10,000 advisors and manages more than $256 billion in assets.

Bailey Davis is a financial advisor at Cetera with six years of industry experience. Davis holds the Series 66 designation and has worked at several firms, including Renaissance Financial and Securian Financial Services Inc. Outside of Cetera, Davis is involved with Renaissance Financial, offering securities, insurance, and advisory services. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and consulting services. The firm operates a multi-manager platform that offers advisors access to affiliated and third-party model portfolios, various program structures, and custodial relationships.

Hannah Weber is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company. Outside of her advisory role, she serves as an assistant volleyball coach at Chandler Preparatory Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers.

Gage Hough is a financial advisor at Cetera with eight years of industry experience and holds the CFP® and Series 66 credentials. He has worked at Renaissance Financial and Securian Financial Services Inc, among other firms. His other business activities include serving as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Nickolas Kontz is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. His work history includes roles at Renaissance Financial and Minnesota Life Insurance Co. He is also engaged as an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management and access to various third-party money managers.

Jensen Stine is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. His prior experience includes roles at Renaissance Financial, Securian Financial Services Inc, and Minnesota Life Insurance Company. Outside of his advisory work, he has been employed in retail sales at Nordstrom. Cetera Investment Advisers LLC is a large nationwide SEC-registered advisory 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 various third-party money managers.

John Mark Pothast is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Securian Life Insurance Company and Northern Arizona University. He serves as Treasurer for The June Group, a nonprofit focused on community outreach for those affected by substance abuse, and holds leadership roles with the Phoenix Symphony Young Professionals Board and Kiwanis International Downtown Scottsdale Young Professionals. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and advisory services through a multi-manager platform, supporting both discretionary and non-discretionary strategies across diverse program structures.