Rochelle Moore is a CFP® professional with seven years of experience as a financial advisor at Sound Financial Solutions, Inc. She is also the owner and president of Save Moore Tax & Accounting Services, Inc., a CPA firm providing accounting, payroll representation, and tax preparation and consulting services. Sound Financial Solutions serves a small client base of individuals and businesses, offering financial planning and consulting in areas such as investment, retirement, education, and estate planning. The firm focuses on planning and recommendations rather than discretionary portfolio management.

James Harrold II is a financial advisor at Cetera with 38 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Cetera and its affiliated entities since 1991. Harrold also operates Harrold Financial Consulting, a sole proprietorship focused on investment-related activities. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.