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Hans H

Series 63, Series 65

Frederick, MD

Cetera

Hans Hoffmeyer is a financial advisor at Cetera with 15 years of industry experience. His background includes roles at Avantax Advisory Services and Kevin O'Reilly, along with ownership of Potomac Advisory Group, where he provides tax preparation, financial advising, and insurance services. He is also involved in insurance marketing, selling specialty and commercial insurance products for collectors and business clients. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and a variety of program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Patrick M

CFA®, Series 66, Series 63, Series 65

South Milwaukee, WI

Cetera

Patrick Mc Guinnis is a CFA® charterholder and holds Series 63, 65, and 66 licenses. He has four years of industry experience, currently serving at Cetera since 2025. His prior roles include positions at Avantax Advisory Services and Wells Fargo Asset Management. Outside of finance, he provides flight instruction and manages a bookkeeping business. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of investment management and financial planning services through a large nationwide network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Robert M

Series 66

North Royalton, OH

Cetera

Robert Mastrangelo is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 66 designation and has worked at Cetera Advisors LLC since 2013. He also serves the City of Highland Heights and participates as a poll worker in local elections. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tom R

Series 66

Oshkosh, WI

Cetera

Tom Rothe is a financial advisor with Cetera, holding a Series 66 designation and over 24 years of industry experience. He has worked with firms including Avantax Insurance Agency and Avantax Advisory Services for more than two decades. Outside of his advisory role, he is president of Tom A. Rothe, S.C., a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, 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 approximately 800,000 clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Peter R

Series 66

Tulsa, OK

Cetera

Peter Reardon is a financial advisor at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and Summit Financial Group since 2020. He also has experience working at The University of Tulsa and Publix, Inc. Reardon serves as a financial analyst at Summit Financial Group, focusing on the retirement planning division. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael G

Series 66

Indianapolis, IN

Cetera

Michael Galullo is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has prior experience with Cambridge Investment Research Advisors, Inc. Outside of finance, he works as a server at Ruth Chris Steakhouse in Indianapolis. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment strategies and manages over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher M

Series 66

Edmonds, WA

Cetera

Christopher Minaker is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and also serves as an assistant baseball coach at Edmonds-Woodway High School. His career includes roles at several firms, including Greenlight Investors, LLC, and Carl Zeiss Meditec USA, Inc. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brian W

Series 63, Series 65

Rochelle Park, NJ

Cetera

Brian Walsh is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera since 2005. Walsh also owns and operates a tax services business providing tax resolution for small businesses, and he serves as president of a tax and accounting firm where he oversees a staff of accountants and tax preparers. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to affiliated and unaffiliated model portfolios and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Bennett G

Series 66

Las Vegas, NV

Cetera

Bennett Greely is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and Legacy Capital Advisors, where he also served as a Client Services Associate. He operates a wealth management practice under the DBA Eclipse Capital, LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options and oversees more than $256 billion in assets across over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael L

Series 66

Worcester, MA

Cetera

Michael Lafata is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Archstone Financial Partners, where he is also an owner. His background includes roles outside finance in the restaurant industry and limited academic positions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and retirement services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Michael B

Series 66

Bohemia, NY

Cetera

Michael Boccio is a financial professional with 18 years of industry experience. He holds a Series 66 designation and has worked at American Portfolios, OSAIC, and Cetera Wealth Services, LLC. He is currently affiliated with Cetera and North Ridge Wealth Planning, where he provides administrative support and customer service. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Eric F

Series 66

Oakdale, MN

Cetera

Eric Fouquette is a Series 66-licensed financial advisor with Cetera in Oakdale, MN. He has been with Cetera and its affiliated entities since 2025 and has prior work experience in various roles including wellness operations and educational positions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. It offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles Z

ChFC®, Series 63

Pembroke, MA

Cetera

Charles Zisko Jr. is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® and Series 63 designations. His prior roles include positions at Voya Financial Advisors and Cetera Wealth Services, and he is owner of The Zisko Tax Group, a tax preparation business. Cetera Investment Advisers LLC is a nationally registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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George H

CFP®, Series 66

Columbia, MD

Cetera

George Hunter III is a financial advisor with Cetera, holding CFP® and Series 66 designations and possessing 22 years of industry experience. His career includes roles at Cetera Wealth Services, LLC and Resonant Financial Management. Outside of advising, he is an author and speaker on topics related to his book published in 2023. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform featuring both affiliated and third-party investment options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Philip G

Series 63, Series 66

Pasadena, CA

Cetera

Philip Gleason is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and transitioned to Cetera in 2023. Outside of advisory work, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Gail I

Series 66

Danville, CA

Cetera

Gail Isaacson is a financial advisor with Cetera in Danville, CA, holding a Series 66 designation and 24 years of industry experience. She has been with Cetera and its affiliate Cetera Financial Specialists LLC since 2004 and has owned and operated Isaacson and Company, a tax, accounting, and bookkeeping practice, since 1977. Outside of her advisory and accounting work, she is involved in sales of Medicare supplement and Part D policies and operates a machine quilting and embroidery business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, providing investment solutions across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Cheryl K

Series 66

Fort Collins, CO

Cetera

Cheryl King is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. Her career includes roles at The Planning & Investment Center, Inc., Cetera Advisors LLC, and Visionary Wealth Management. Outside of her advisory work, she is involved in volleyball officiating. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a large network of over 10,000 advisors managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Mengying H

Series 65, Series 66

Artesia, CA

Cetera

Mengying Huang is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera, Huang worked at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various program platforms and third-party managers through its multi-manager platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew D

Series 63, Series 66

Hartington, NE

Cetera

Matthew Dresden is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Summit Financial Group and operated his own insurance and wealth strategy firms. Outside of his advisory roles, Dresden serves on the boards of Holy Trinity Catholic Church and Northeast Community College Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 advisors and serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program structures and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christian P

Series 63, Series 66

Fairport, NY

Cetera

Christian Pappas is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked with Cetera since 2019 and previously was employed by Foresters Financial Services and Foresters Advisory Services LLC from 2014 to 2019. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using multiple program structures, model portfolios, and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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