Cordell, Neher & Company, PLLC

Adelae joined the firm in 2014 as a wealth management assistant and later transitioned to wealth advisor. She finds fulfillment in assisting clients on their path to success by taking a technical and detailed approach to her job. One of Adelae’s favorite parts of her job is collaborating with clients during some of the most meaningful moments of their lives about their wealth, their legacy, their struggles and triumphs. Adelae was born and raised in North Central Washington and attended Wenatchee High School where she met her husband and together they have three children. She later attended Wenatchee Valley College and Washington State University for undergrad. She holds securities licenses 7 and 66, Washington State life, disability and long-term care insurance licenses and is a notary public. Adelae’s areas of expertise are helping clients by offering trusted advice that spans their complete financial picture through financial planning, asset management, retirement planning and distribution strategies. In her spare time, you can find her volunteering at her church, mountain biking, skiing, boating, gardening, cooking, baking and traveling with her family. She currently serves as a board member for The River Academy. Cetera Investment Advisers serves a diverse clientele including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as portfolio management, financial planning, retirement plan solutions, and access to third-party money managers, with a combination of advisor-managed accounts, model portfolios, and managed program options.

Timothy Dilley is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services, Avantax Investment Services, and 1ST Global Advisors. Outside of his advisory role, he serves as treasurer for the Exchange Club of Wenatchee, a local service organization. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with discretionary and non-discretionary program choices.

Nathaniel Cacka is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of advising, he serves as Treasurer and a board member for Lighthouse Christian Ministries and Learning Well School, both community-focused organizations in Wenatchee, WA. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors, offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christina Loucks is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Avantax Advisory Services, and Avantax Investment Services Inc. Loucks also serves as a wealth management assistant at CNC Financial Group, LLC and Cordell, Neher & Company, PLLC, where she supports financial and tax-related services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring a multi-manager platform with access to affiliated and third-party money managers and various program structures.

Emma Dahmen is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 designation and has previously worked with Avantax Advisory Services. Outside of her advisory role, she serves as the head volleyball coach for the North Central Washington Volleyball Club, coaching youth players and supporting seasonal training programs. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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.

Sean Patton is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and 1st Global Advisors, among other firms. He is also a CPA and a member of Cordell, Neher & Company, PLLC, a public accounting firm. Outside of his advisory role, Patton serves as treasurer and a board member of the Wenatchee Valley YMCA. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform that provides access to affiliated and third-party model portfolios as well as customized strategies.

Allison Nathe is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Cetera since 2025 and previously held roles at Avantax Advisory Services, Cordell, Neher & Company, and other firms. Nathe also provides wealth management assistant support to financial professionals at Cordell, Neher & Company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across discretionary and non-discretionary programs.

Jason Underwood is a CFP®-designated financial advisor with six years of industry experience, currently affiliated with Cetera. He has previously worked at Avantax Advisory Services and Washington Trust Bank and maintains a role with Cordell, Neher & Co. Underwood serves on the boards of the YMCA Wenatchee and the Exchange Club of Wenatchee. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm supporting individual, retirement plan, corporate, charitable, and institutional clients through discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers. The firm operates a multi-manager platform offering a range of program options and services under multiple custodial arrangements.

Jennifer Faulconer is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. She previously worked at Avantax Advisory Services and Cordell, Neher & Company PLLC, where she serves as a CPA-Manager. Faulconer is active in her community, holding board positions with the Wenatchee Valley College Foundation and Cancer Care of North Central Washington. 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 offers a range of portfolio management and financial planning services, including access to third-party managers and various program structures, managing over $256 billion in assets.

Steven Neher is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services and 1st Global Advisors, among other roles. Outside of his advisory work, Neher serves as board president and finance committee member for Mission Vista Group Homes, which provides support and residential services to developmentally disabled adults, and he is also involved in nonprofit healthcare fundraising as audit/finance committee chair and treasurer for the Confluence Health Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that delivers a broad range of investment advisory services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering various portfolio management strategies and financial planning solutions across multiple program platforms.

Bradi Dahmen is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at Cetera since 2025 and previously spent six years with Avantax Investment Services and nine years with 1st GLOBAL ADVISORS, Inc. Dahmen also serves as Director of Financial Services at Cordell Neher & Company PLLC, where she oversees compliance and client services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with portfolio management, financial planning, and consulting services. The firm operates a multi-manager platform offering a range of program structures and investment options across discretionary and non-discretionary authorities.

Kyle Meissner is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, with additional tax and accounting experience at Cordell, Neher, and Company, PLLC. Meissner serves as treasurer and board member of the Chelan Douglas Child Services Association and is vice president and treasurer of the Estate Planning Council of North Central Washington. 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 multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Charles Miracle is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. Prior to joining Cetera in 2025, he worked at Avantax Investment Services, Inc. and Avantax Advisory Services from 2019 to 2025. Outside of his advisory role, Miracle serves as President of the Advisory Board for the Literacy Council of Chelan and Douglas Counties and is a member of the Board of Directors for the Wenatchee Valley Museum & Cultural Center. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, 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, providing advisors with access to affiliated and third-party model portfolios and customized investment strategies.