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Christine Z
CFP®, Series 63, Series 65
Minnetonka, MN
Cetera
Christine Zuck is a CFP® professional with 26 years of experience in financial services. She currently serves as a financial professional at Bar Financial Partners by Cetera and has previously worked at firms including LPL Financial, Frandsen Financial, and Investment Centers of America. Outside of her advisory role, she volunteers providing tax preparation and financial planning for low- and moderate-income individuals and participates on the advisory board of a startup company. Cetera Investment Advisers LLC is an SEC-registered firm that delivers investment advisory and financial planning services through a large network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with a range of portfolio management options and access to third-party money managers.
Charles D
Series 63, Series 65
Tucson, AZ
Cetera
Charles Dunn is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including First Allied Advisory Services and his own Charles R. Dunn Investment Advisors, LLC. Dunn is involved in several nonprofit organizations, serving as executive director and board member for groups focused on charitable, community, and homeless services in Tucson, Arizona. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.
Seth W
Series 66
Newark, DE
Cetera
Seth Wohner is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Nucar and Corporation Service Company. Seth is also involved with Diamond State Financial Group, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary investment programs, including access to third-party money managers and model portfolios.
Kenneth D
Series 66
Florence, AL
Cetera
Kenneth Davis is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 12 years and serves as Vice President and Financial Advisor at First Metro Bank. His role at the bank includes offering insurance products such as fixed annuities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad network of independent advisors serving individual, corporate, retirement plan, and institutional clients. The firm offers diverse portfolio management and financial planning services across multiple program structures and custodial relationships.
Adam C
Series 66
Milan, MI
Cetera
Adam Caballero is a financial professional with 11 years of industry experience, currently associated with Cetera. He holds the Series 66 designation and has previously worked at Edward Jones and Ameriprise. Outside of his advisory role, he serves as a wrestling coach for Milan Area Schools. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving 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 that includes affiliated and third-party managers, with programs ranging from automated allocations to direct indexing and customized strategies.
Stephen S
Series 66
Kirkwood, MO
Cetera
Stephen Scott is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. He has been with Cetera since 2008 and maintains ownership roles in multiple tax and accounting firms, including Scott, Scott and Co CPA. Outside of his professional work, he serves on the board of the Manchester Athletic Association and holds several treasurer positions in local sports and homeowners associations. Cetera Investment Advisers LLC serves a nationwide client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management services and investment strategies, supported by a large network of advisors and over $256 billion in assets under management.
Elvira G
Series 63, Series 65
El Paso, TX
Cetera
Elvira Grossman is a financial professional with six years of industry experience, currently affiliated with Cetera. She has held roles at NYLIFE Securities LLC and New York Life Insurance Company and also worked at Cafe Central. Grossman serves on an animal shelter advisory committee in El Paso, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.
Jenna F
Series 66
Staten Island, NY
Cetera
Jenna Faiella is a Series 66-licensed financial advisor with 15 years of industry experience, currently with Cetera. Her work history includes roles at Avantax Investment Services, J.P. Morgan Securities, and Guardian Life. Outside of her advisory work, she is the managing member of NJ SALT 4 LLC, a salt distribution company serving residential and commercial customers. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporations, and charitable organizations, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.
George O
Series 66
Rochester, NY
Cetera
George Opira is a financial advisor with Cetera Wealth Services, LLC and holds a Series 66 designation. He has 17 years of industry experience, including roles at United Healthcare Solutions and Avantax Advisory Services. Outside of financial advising, he owns Opira Tax & Financial Services, providing accounting, bookkeeping, and tax preparation, and serves as a board member of the Hope Initiative of Rochester. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base from individuals to institutional accounts. The firm offers various portfolio management and financial planning services and operates a multi-manager platform supporting diverse investment strategies and program structures.
Kyle I
Series 66
Two Harbors, MN
Cetera
Kyle Imholte is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. He has worked previously with firms including Avantax Insurance Services, 1st Global Advisors, and operates as managing partner at Imholte Financial, LLC. Additionally, he is employed at Haga Kommer, Ltd, a CPA firm providing accounting and tax services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary management, providing access to a variety of portfolios and third-party managers across multiple program structures.
Enroy H
Series 66
South Plainfield, NJ
Cetera
Enroy Hyles is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. His prior experience includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a large network of independent advisors.
Aurelio C
Series 63, Series 65
Whitewater, WI
Cetera
Aurelio Callope is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. His prior work includes roles at Banco Services Inc. and LPL Financial, each for nine years, and he currently serves as club secretary for the Whitewater Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors.
Vinchenza B
Series 66
Broomfield, CO
Cetera
Vinchenza Burney is a financial advisor with Cetera, holding a Series 66 designation and bringing nine years of industry experience. She has held various roles within Cetera and associated firms since 2017. Outside of financial services, Burney is involved in youth development as a leader and vice chair of the Good News 4-H Club, a nonprofit focused on 4-H youth activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform with a range of program options and over $256 billion in assets under management.
John C
Series 63, Series 65
Ooltewah, TN
Cetera
John Crowley is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials. His prior work includes roles at Cetera Wealth Services, Coastal Benefits Insurance Group, and TFS Securities. In addition to advising, he sells life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary authorities and access to both affiliated and unaffiliated money managers.
Matthew M
Series 65, Series 63
Westbury, NY
Cetera
Matthew Mahabadi is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Cetera and its affiliated entities since 2017, including prior roles at Foresters Financial Services. Mahabadi is a 35% owner of ANGAROLA & MAHABADI WEALTH MANAGEMENT, a business operating under Cetera. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies across discretionary and non-discretionary programs.
Michael S
CFP®, PFS™, Series 66, Series 63
West Covina, CA
Cetera
Michael Stern is a financial advisor with Cetera, holding CFP® and PFS™ designations and 12 years of industry experience. His prior work history includes roles at MML Investor Services, Massachusetts Mutual Life Insurance Company, and The Prudential Insurance Company of America. He is also an insurance agent involved in the sales of life, health, disability, annuities, and long-term care products. 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 discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.
Giordanio N
CFP®, Series 63, Series 65
Woburn, MA
Cetera
Giordanio Nevil is a CFP® with eight years of industry experience, currently affiliated with Cetera in Woburn, MA. He has held roles at Cetera and its affiliates since 2019 and previously worked at Foresters Financial Services and Hudson Financial Group. Nevil is co-owner of Peak Path Retirement Advisors, a business associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary management options, supporting a range of investment strategies and program structures.
Stanford H
Series 63, Series 65
Roseville, CA
Cetera
Stanford Hirata is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at First Allied Advisory Services and Sierra College, where he worked for 25 years. Outside of advising, he is a member of the Sacramento Senator Lions Club and serves as an associate board member for First US Community Credit Union. Cetera Investment Advisers LLC is an SEC-registered advisor that offers a range of portfolio management and financial planning services through a large nationwide network. The firm serves individuals, retirement plans, corporate, charitable, and institutional clients, operating a multi-manager platform with access to affiliated and third-party investment strategies.
Emily A
Series 66
Waverly, IA
Cetera
Emily Adams is a financial advisor with Cetera based in Waverly, Iowa, holding a Series 66 designation and 13 years of industry experience. Her career includes roles at Edward Jones for seven years and multiple positions at Cetera and Fidelity Bank and Trust since 2019. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. 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 more than 10,000 advisors nationwide.
Gregory K
Series 65, Series 63
Saint Louis, MO
Cetera
Gregory Kimack is a financial advisor at Cetera with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Equitable Advisors and AXA Advisors. Outside of his advisory role, he owns Greg Kimack LLC, an expense management business established for tax reporting purposes, and is involved with SD Smith Financial as a financial professional. 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 retirement services through a multi-manager platform with access to third-party money managers and various program structures.
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