Springfield, IL 227 South Seventh Street Office

Kevan Stapleton is a Series 66-licensed financial advisor with eight years of industry experience, currently with Cetera. He has worked at Avantax Investment Services and 1st Global Advisors and is also a partner at Eck, Schafer & Punke, LLP, an accounting and tax firm. Outside of his advisory and accounting roles, he is a member of Old Capitol Blues & BBQ, LLC, which operates a local festival in Springfield, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers.

Troy Klunick is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera Wealth Services, Avantax, and ESP Wealth Management, and also serves as a tax manager at Eck, Schafer & Punke LLP. Outside of his advisory and tax roles, he is treasurer of the Capital Area Sports Commission, a not-for-profit focused on youth and amateur sporting events in Springfield, Illinois. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to various third-party money managers through discretionary and non-discretionary program structures.

Brent Leach is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. He has worked at firms including Avantax Advisory Services and 1st Global Capital Corp. In addition to his advisory role, he serves as an equity partner and managing partner of the tax practice at Eck, Schafer & Punke, LLP, a public accounting firm, and acts as treasurer for the Dana-Thomas House Foundation, a nonprofit organization dedicated to preserving a historic Frank Lloyd Wright property. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, encompassing discretionary and non-discretionary investment programs.

Andrew Pittman is a financial advisor with Cetera based in Springfield, IL, holding a Series 66 license and two years of industry experience. He also serves as a manager at Eck, Schafer & Punke, LLP, a CPA firm that provides audit, tax, accounting, and wealth management services. Additionally, he is the treasurer for Local First Springfield, a nonprofit focused on supporting local independent businesses in the Springfield area. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Heather Kern is a CFP® professional with 16 years of industry experience, currently advising at Cetera. She previously worked at Avantax Investment Services and Avantax Advisory Services for six years and was associated with 1st Global Advisors for ten years. Kern also holds roles at the College of Financial Planning and the University of Illinois and serves as an authorized signer for a refugee support organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and a network of over 10,000 advisors managing more than $256 billion in assets.

Bradley Punke is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and with 27 years of industry experience. He has worked at firms including Avantax Investment Services, 1st Global Capital Corp., and Wealth Management Services. He is also a partner at the CPA firm Eck, Schafer & Punke, LLP, a position he has held since 1994, and serves as executor of an estate. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs, model portfolios, and access to third-party managers.

James Hogge III is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. His prior work includes roles at Avantax Investment Services and 1st Global Advisors. Outside of financial services, he is involved in a business providing baseball and softball instruction, where he manages accounting and operational tasks. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with options ranging from model portfolios to bespoke strategies.

Albert Eck III is a financial advisor with Cetera in Springfield, IL, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Avantax Insurance Services and ESP Wealth Management, and serves as a co-trustee managing trust assets. Eck is also active in his community, holding finance committee roles with the Dana Thomas House Foundation and Girls on the Run of Central Illinois, as well as serving on the investment committee of a local high school. Cetera Investment Advisers LLC is an SEC-registered adviser with a 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 through a multi-manager platform that includes affiliated and third-party model portfolios and bespoke strategies.

Carter Leach is a Series 66-registered financial advisor with one year of industry experience, currently serving at Cetera in Springfield, Illinois. His prior roles include positions with Avantax Advisory Services and the Illinois Educators Credit Union. He also has experience working as a Wealth Management Coordinator with the CPA firm Eck, Schafer & Punke, LLP. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management services, financial planning, and access to third-party managers, supporting both automated and customized investment strategies.