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Rebecca M
Series 66
Willow Springs, MO
Cetera
Rebecca Martin is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Cetera and its affiliated entities, as well as prior experience in mortgage and banking sectors. Outside of finance, she co-owns a cattle sales business focused on raising and selling beef cattle. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified investment management and planning services through various program platforms and affiliated managers.
Yvonne S
Series 63, Series 65
Albuquerque, NM
Cetera
Yvonne Sanchez is a financial advisor with Cetera in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked with Cetera since 2013 and is also principal of Rio Grande Insurance L.L.C., focusing on property, casualty, life, and health insurance. Sanchez serves as a development board member for the University of New Mexico-Valencia Campus, participating in community fundraising events. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors and serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes affiliated and third-party managers, with more than $256 billion in assets under management.
Patrick M
Series 63, Series 65
Binghamton, NY
Cetera
Patrick Madison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He is also associated with several other financial services firms, including Abelson & Company LLC, CCR Wealth Management, and Empire Asset Management Group of Western NY. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures.
John H
Series 63, Series 65
Wauwatosa, WI
Cetera
John Henningfield is a financial advisor with Cetera and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including over 20 years with Cetera Investment Services and more than two decades at The Equitable Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 10,000 advisors and approximately 800,000 clients.
Thomas C
Series 63
Evergreen, CO
Cetera
Thomas Coco is a financial advisor with Cetera, holding a Series 63 designation and bringing 32 years of industry experience. He has worked at Cetera Wealth Services, LLC since 2013 and continues with Cetera since 2023. Outside of his advisory work, he is involved as a life and annuities insurance agent and maintains a YouTube channel named TreehouseTommy. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.
Charles D
Series 63, Series 65
Sugar Grove, IL
Cetera
Charles Douglas is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, and he also serves as president of Microtax, a tax preparation and accounting business he has operated since 1994. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors, providing a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm offers multiple program options including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.
Brad K
Series 66
Lafayette, LA
Cetera
Brad Kolder is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at several firms including Avantax and 1st Global Advisors, and is also a partner at Kolder, Slaven & Company, an accounting firm providing audit, tax, and business services. Cetera Investment Advisers LLC supports over 10,000 advisors nationwide and offers comprehensive portfolio management and retirement services to individuals, employer-sponsored plans, and institutional clients through a multi-manager platform and a variety of program options.
Kayla P
CFP®, Series 63, Series 65
Humble, TX
Cetera
Kayla Price is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. She is currently affiliated with Cetera and has prior experience working at Avantax Insurance Agency, LLC and Avantax Investment Services, Inc. Kayla also operates MKP-Price & Co., P.C., a tax preparation and accounting firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.
Alfred H
Series 63, Series 65
Northborough, MA
Cetera
Alfred Hargrave Jr. is a financial advisor at Cetera with Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Cetera and affiliated entities since 2002 and is also president of McCarthy Hargrave Wealth Management. Outside of his advisory roles, he serves as treasurer on the board of the Worcester Children’s Chorus, a nonprofit organization. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and discretionary and non-discretionary programs.
Brett C
CFP®, Series 66
Cary, NC
Cetera
Brett Campbell is a financial advisor at Cetera with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Brett is also the owner of Brett Campbell LLC, an entity established for personal tax strategy, and serves as an investment committee member for Apex Baptist Church, where he assists with financial recommendations and asset allocation decisions. 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 that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
Chauthy P
Series 63, Series 65
Los Angeles, CA
Cetera
Chauthy Pham is a financial advisor at Cetera with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliates since 2013. Pham is also a partner at Rathbun Sargent Insurance & Financial Services, where she is involved in life, health, and employee benefits sales and service. Cetera Investment Advisers LLC is a nationwide, SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, supporting a broad range of investment strategies and program structures.
James S
Series 63
Iowa City, IA
Cetera
James Smith is a financial advisor with Cetera, holding a Series 63 credential and over 33 years of industry experience. His prior roles include long tenures with Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services. In addition to his advisory work, Smith operates Smith Accounting Service, a tax preparation and accounting business he has maintained since 1977. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can implement model portfolios, select third-party managers, or create customized strategies, managing more than $256 billion in assets.
Bertin S
Series 63, Series 65
Bluffton, SC
Cetera
Bertin Stuckart Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He has worked with firms including Bank of America and Merrill, and he is currently involved with Atlantic Investors and Summit Financial Group. Outside of his advisory roles, he serves on the boards of the United Way of the Lowcountry and the Shell Hall Property Owners Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports customized and model-based investment strategies.
Jason M
Series 66
Paducah, KY
Cetera
Jason Miller is a financial advisor with Cetera in Paducah, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Avantax Advisory Services, TruStage/LPL Financial LLC, and CUNA Mutual Group. He also provides financial, tax, and estate planning advice through M. Dean Owen, CPA, PSC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.
John A
Series 65
Conway, AR
Cetera
John Albritton is a Series 65 licensed advisor with Cetera who has one year of experience in financial advising. He has a longstanding career at Landmark PLC, CPAs, where he has worked since 2006 as a CPA and partner, managing the Bond Arbitrage Services Department and overseeing the firm’s Conway location. Outside of his professional duties, Albritton serves as Board Secretary for the Conway First Church of the Nazarene and as Treasurer of the Conway Noon Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.
Dominic N
Series 66
Niles, OH
Cetera
Dominic Naples is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Farmers National Bank, Baird Brothers, and Robert F Naples DO Inc. Outside of advising, he is a 50% owner of 2 Brothers Properties Ltd, a business involved in rental property renovations. 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 managed account programs, financial planning, and access to third-party managers across discretionary and non-discretionary platforms.
Brian N
Series 65, Series 63
Rainbow City, AL
Cetera
Brian Nelson is a financial advisor with Cetera who holds Series 65 and Series 63 credentials and has 19 years of industry experience. His prior work includes roles at OSAIC, N&P Private Wealth Management, SagePoint Financial, and MWA Financial Services. Outside of his advisory work, he is a co-founder and board member of Mayhem Missions, a fitness-based nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and maintains over $256 billion in assets under management through more than 10,000 advisors.
Kyle R
Series 66
Liberty, TX
Cetera
Kyle Reynolds is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at The Home Depot and has experience in education at Texas A&M University and the Tarkington School System. Cetera Investment Advisers LLC 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 various third-party managers through a multi-manager platform with both discretionary and non-discretionary options.
Edward L
Series 63, Series 66
Lawrenceville, GA
Cetera
Edward Lane Jr. is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including VOYA Financial Advisors and Cetera Wealth Services. Outside of advising, he owns and operates Fast Lane Music, a recording studio. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.
Jeffrey W
Series 66
Spokane, WA
Cetera
Jeffrey Watson is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. He has worked at Cetera and Cetera Advisors LLC since 2019, with prior experience at Northwest Farm Credit Services and Numerica Credit Union. Outside of his advisory role, he serves as a church council member at Mission Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including discretionary and non-discretionary services, model portfolios, and third-party manager selections.
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