Johns Hopkins Credit Union Expands Member Access to Financial Planning and Wealth Management Offering With Cetera

New relationship enhances access to personalized financial guidance and resources to support members’ long-term financial well-being.

BALTIMORE – [July 14, 2026] – Johns Hopkins Credit Union (JHCU) is expanding access to financial planning, investment support, and wealth management services for its members through Cetera Investment Services.

Designed to help individuals, families, and small business owners navigate important financial decisions with clarity and confidence, the offering provides tailored solutions aligned to each member’s unique goals and life stage.

Members will have access to comprehensive solutions supporting retirement planning, investing, and long-term financial well-being — helping them build a strong financial future at every stage of life through personalized guidance that simplifies complex decisions.

As part of this newly available support, members can connect with financial advisor David Gonzalez, CFP®, who is available both in-branch and virtually to provide one-on-one guidance on retirement planning, investment strategies, risk management, estate planning, and other aspects of their financial lives.

“Our mission is to help our members feel confident in the financial decisions they make at every stage of life, grounded in our belief that financial wellness should be accessible to everyone," said Keith O'Neil, President and CEO of Johns Hopkins Credit Union. "As a credit union, that mission has always extended beyond traditional banking. Our partnership with Cetera Investment Services builds on that work, giving our members access to professional investment guidance so they can build long-term financial security alongside the relationships they already have with us.”

The addition of these services deepens JHCU’s long-standing banking and lending offerings, helping members bring more of their financial needs together in one place.

“Today’s members are looking for more than transactional banking relationships—they want trusted guidance to help navigate important financial decisions,” said LeAnn Rummel, President and CEO of Cetera Investment Services. “By working alongside Johns Hopkins Credit Union, we are bringing planning and investment support directly into the communities they serve, helping members plan for the future.”

Members interested in learning more can visit https://www.jhfcu-cis.org/ or connect with a representative at their local JHCU branch.

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About Cetera

Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models and end-to-end growth solutions. Home to approximately 12,000 financial professionals and institutions, Cetera’s multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

Unlike traditional IBDs, Cetera offers true choice — blending modern technology, integrated wealth solutions and a community-driven culture. Cetera’s five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.

As of Dec. 31, 2025, Cetera firms manage approximately $640 billion in assets under administration and $294 billion in assets under management. Its Voice of the Customer program has captured more than 40,000 advisor reviews, with over 40,000 five-star ratings, giving Cetera a 4.8 out of 5 satisfaction score.

Learn more at www.cetera.com and follow Cetera on LinkedIn, Instagram, Facebook, YouTube and X.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax Planning Partners, Inc. is an SEC-registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of CFG). All referenced entities are under common ownership.

Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside businesses. This information is not intended as tax or legal advice.

About Johns Hopkins Credit Union

Johns Hopkins Credit Union (JHCU) is a Baltimore-based, mission-driven financial partner serving the Johns Hopkins community across Greater Baltimore, Washington, D.C., Florida, and beyond. Dedicated to meeting members where they are, JHCU delivers financial education, personalized guidance, and accessible solutions that support confidence and long-term financial well-being. As a federally insured credit union and Equal Opportunity Lender, JHCU is proud to serve as a trusted benefit provider for Hopkins students, employees, alumni, and affiliates and their families. Visit www.jhfcu.org to learn more.

JHCU is a federally chartered credit union completely independent from Johns Hopkins University, Johns Hopkins Health Systems, and any of the Johns Hopkins schools, hospitals, or programs. JHCU holds a license to use the “Johns Hopkins” registered mark. JHCU serves the employees, students, retirees and Alumni Association members of the Johns Hopkins University, employees and retirees of the Johns Hopkins Health System and its hospitals, and employees and retirees of other select entities. JHCU is wholly owned by its members. Neither Johns Hopkins University nor Johns Hopkins Health Systems select, endorse, or are responsible for the goods and services offered by JHCU. Equal Opportunity Lender | Federally Insured by NCUA | © 2026 Johns Hopkins Credit Union.

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