Darren Talley

Ronald Allison is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. Outside of his advisory work, he manages a personal LLC established solely to hold the title to his boat. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a variety of advisory and brokerage services. The firm employs strategic and tactical asset allocation and manager selection to construct client solutions, with a mix of discretionary and non-discretionary management programs.

Geneva Mac Millan is a financial advisor at Robert W. Baird & Co. with nine years of industry experience. She has been with Robert W. Baird since 2016 and holds the Series 66 designation. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The team provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Bradley Mitchell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company for 16 years. Mitchell is also a partner and wealth management advisor at Anderson, Foe, Kent, Madsen & Associates, LLC, and operates Brad W Mitchell Inc. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored models and third-party solutions.

Tyler Kert is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax and Hedman Partners LLP, among other firms. He is also the owner of Kert Financial LLC, a financial services business, and is involved with Tamarack Tax and Consulting LLC, providing tax preparation, bookkeeping, and consulting services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a combination of discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, supported by a range of program structures and model portfolios.