Urbandale, IA 100th St Office

David Perrott II is a CFP® with seven years of industry experience, currently affiliated with Cetera. He has held prior roles at firms including Securian Financial Services, Minnesota Life Insurance, and Wells Fargo Home Mortgage. Outside of his advisory work, he serves as chairman of the deacon board for Ankeny Baptist Church and volunteers as a facilitator for Financial Peace University courses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with access to affiliated and third-party managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Carrie Wright is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent over two decades with Securian Financial Services. Outside of her advisory role, Wright serves as an officer on the Villas of Grey Hawk Homeowners Association board, volunteers as a precinct election official with the Polk County Election Office, and participates on the budget team for Redemption Hill Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large national 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 with various discretionary and non-discretionary program options.

Austin Bachman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work experience at Casey's General Store and Kum & Go. Outside of his work at Cetera, he also provides financial advisory services through Guide Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and third-party managers to accommodate diverse client needs.

Stephen Houg is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Cetera and has held roles at Guide Financial Group and Securian Financial Services, Inc. Outside of his advisory work, he serves as a board member of the nonprofit Alpha Women’s Center and volunteers with Financial Peace University. Cetera Investment Advisers LLC is a national SEC-registered advisor that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

Callie Held is a Series 66-licensed financial professional with five years of industry experience. She is currently affiliated with Cetera and Guide Financial Group, where she serves as a financial professional. Callie also engages in fixed insurance sales through a general brokerage agency. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors.

Daniel Bachman is a CFP® with 37 years of experience in the financial services industry. He currently works at Cetera and has held roles at Securian Financial Services, Minnesota Life Insurance Co., and Guide Financial Group. Outside of finance, he serves as a judge for men's gymnastics competitions at various levels, including NCAA and international events. Cetera Investment Advisers LLC is an 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.

Joel Hall is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked with Guide Financial Group since 2015 and joined Cetera in 2023. In addition to his advisory work, Hall is employed by the Polk City Police Department and holds roles as a fixed insurance agent/broker and a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes 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 various program structures and third-party money managers.