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Cory O
Series 66
Maple Grove, MN
Cetera
Cory Odland is a financial advisor with Cetera, holding a Series 66 credential and seven years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously held positions at Edward Jones and Summit Companies. Outside of his advisory role, he is involved in the sale of life insurance, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Nordell G
Series 63, Series 65
Sioux Falls, SD
Cetera
Nordell Griebel is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Avantax Investment Services and 1st Global Advisors and is also president of KMWF & Associates, PC, a tax and accounting firm. Outside of his advisory work, he serves as treasurer of an intensive occupational therapy organization and acts as trustee for several family trusts. Cetera Investment Advisers LLC is a multi-manager platform serving individual, corporate, and institutional clients nationwide, offering a range of portfolio management and financial planning services through a network of over 10,000 advisors.
Daniel D
Series 63, Series 65
Hamilton, NJ
Cetera
Daniel Derose is a financial advisor at Cetera with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has held roles at firms including Securian Financial Services and MargFinancial. Outside of his advisory work, he serves as an officer on the board of the Nottingham Babe Ruth Baseball League. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.
Robert R
Series 63
Melville, NY
Cetera
Robert Reed is a financial advisor with Cetera, holding a Series 63 designation and over 43 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously spent nearly three decades at North Ridge Securities Corp. He is also the owner of Manchester Financial, where he manages firm operations and serves as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered adviser that offers portfolio management, financial planning, and retirement services through a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, and provides access to multiple investment program options and third-party managers.
Raymond H
Series 66
Mooresville, NC
Cetera
Raymond Halstead is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He is also the managing partner of REH CPA, PLLC, an accounting firm, and serves as managing partner of Halstead Real Estate Investments. Outside of his advisory role, he is an executive board member and treasurer for FeedNC, a local food bank, and president of the Morrison Executive Suites Owners Association. Cetera Investment Advisers LLC is a nationwide advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various program structures.
Dustin S
Series 63, Series 65
Plainfield, IN
Cetera
Dustin Stonebraker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked with Cetera and affiliated firms since 2018 and has prior experience at PNC Investments. Outside of his advisory role, he is a 50% owner of Good Intentions Farm, producing livestock and produce. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with both affiliated and third-party investment options.
Craig M
CFP®, ChFC®, Series 66
Southlake, TX
Cetera
Craig Molldrem is a CFP® and ChFC® with 18 years of industry experience, currently serving as a financial professional at Cetera since 2023. His prior experience includes roles at North Star Consultants, Inc., Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, he is an author and maintains involvement with North Star Consultants as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to a multi-manager platform featuring both affiliated and third-party managers across various program structures.
Melissa D
Series 63, Series 66
Toms River, NJ
Cetera
Melissa Dineen is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 13 years of industry experience. Her career includes roles at Kearny Bank, Santander Bank, and Investors Bank. She is based in Toms River, NJ. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.
Brent M
CFP®, Series 65, Series 63
Spring, TX
Cetera
Brent Mitcham is a CFP® professional affiliated with Cetera, with 10 years of industry experience. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc. from 2015 to 2025. He operates Strategic Financial Advisors, providing financial planning and insurance services, and holds leadership roles at Mitcham Advisors LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes discretionary and non-discretionary strategies across various program structures.
Michael K
CFP®, Series 63, Series 65
Mankato, MN
Cetera
Michael Kittelson is a CFP® with 16 years of experience in the financial services industry. He is affiliated with Cetera and has also worked at First Security Bank, First National Bank of Minnesota, and Wells Federal Bank. He serves on the investment committee and board of directors for the Mankato Area Foundation and is a board member of the Mankato Clinic Foundation. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform.
Troy G
Series 63, Series 65
Boca Raton, FL
Cetera
Troy Goldberg is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at several firms, including National Securities Corporation and B. Riley Wealth Advisors, and currently manages United Team Wealth Management as a DBA associated with Avantax. Outside of his advisory role, Goldberg serves as president of a homeowners association and manages a business entity for administrative purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing assets exceeding $256 billion.
Michael E
Series 63, Series 65
Altoona, PA
Cetera
Michael Eckenrode is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Summit Financial Group, among other firms. Outside of his advisory role, he serves as an auditor for East Carroll Township and is involved with a minor construction business and nonprofit camp treasury duties. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, leveraging a multi-manager platform with discretionary and non-discretionary authorities across diverse program structures.
Christopher G
Series 63
Whittier, CA
Cetera
Christopher George is a financial advisor at Cetera with 30 years of industry experience. He holds a Series 63 designation and has held roles at Cetera since 2013, including his current position since 2023, as well as prior experience at Quantum Econometrics, LLC. Outside of advising, he serves as a voluntary board member of the Credit Union of Southern California and owns George's Collectibles LLC, a business focused on selling die cast cars. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, combining scale and diverse product affiliations.
Jessica T
Series 66
Castro Valley, CA
Cetera
Jessica Tufte is a financial advisor at Cetera with 14 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Ameriprise Financial Services and Craft and Fire Taproom, as well as a registered administrative assistant role at Rosenblatt Advisors. She is also a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.
William V
Series 66
Milan, IL
Cetera
William Venneberg is a financial advisor with Cetera in Milan, Illinois. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at Blackhawk Bank & Trust and Vibrant Credit Union, as well as a period focused on full-time education. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with access to both affiliated and third-party managers.
Dana C
Series 63, Series 66
Latham, NY
Cetera
Dana Cafaro is a financial advisor with Cetera Investment Services LLC, holding Series 63 and Series 66 credentials and 19 years of industry experience. Prior to joining Cetera in 2019, Cafaro worked at Foresters Financial for 12 years and at Catholic Charities for 9 years. Outside of advising, Cafaro is a licensed notary. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.
Mark P
Series 63, Series 65
Westborough, MA
Cetera
Mark Palmerino is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he serves on multiple nonprofit healthcare boards, including Harrington Memorial Hospital and Harrington Healthcare System, where he holds positions such as secretary and vice chairman. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services using a multi-manager platform with discretionary and non-discretionary program options.
Zackary M
CFP®, Series 66
Phoenix, AZ
Cetera
Zackary Marquez is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with Cetera. His work history includes roles at Cetera Wealth Services, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of his advisory work, he is also active as a licensed insurance agent selling fixed insurance products and works as a Realtor with Remax Coastal Homes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with various program structures and access to third-party money managers.
Christopher B
Series 63, Series 65
Eugene, OR
Cetera
Christopher Bones is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2019, following prior roles at Summit Financial Group, Summit Brokerage Services, and Ameriprise. Outside of his advisory work, he serves as president of a local elementary school PTA, overseeing its day-to-day operations. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, leveraging multiple program structures and third-party managers to provide diverse investment solutions.
Gigi S
Series 66
Phoenix, AZ
Cetera
Gigi Schneppat is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. She previously worked at Commonwealth Financial Network and Professional Wealth Strategies for 15 years. Schneppat is also the owner of Diamonds and Platinum, an S corporation used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.
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