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James K
Series 63, Series 65
Danville, PA
Cetera
James Kishbaugh II is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services, LLC since 2013, as well as operating J & J Financial since 2002. In addition to his advisory role, he is an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse investment management and planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Josiah R
CFP®, Series 66
Danville, KY
Cetera
Josiah Robbins is a CFP® with three years of industry experience, currently serving at Cetera Wealth Services, LLC. He also holds a role as a Tax and Wealth Associate at McDaniel Wealth Management, PLLC, where he provides tax preparation and accounting services alongside assisting financial advisors. His prior experience includes positions at Avantax Insurance Agency and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm offering a broad range of portfolio management and financial planning services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients.
Reid J
CFP®, ChFC®, Series 66
Broomfield, CO
Cetera
Reid Johnson is a CFP® and ChFC® with 22 years of experience in the financial services industry. He is currently with Cetera and has been associated with Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he is involved in scuba training as a dive master and participates as a principal trumpet performer with the Front Range Youth Symphony and as a volunteer student leader with Colorado Ambassadors of Music. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
Anona K
CFP®, ChFC®, Series 63, Series 65
Gig Harbor, WA
Cetera
Anona Klabo is a financial advisor with Cetera holding the CFP® and ChFC® designations and over 27 years of industry experience. She has been with Cetera and its affiliates since 2005 and also worked at Heritage Bank and Harborstone Credit Union. Outside of advising, she is a 100% owner of a rental property. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.
Zachary S
Series 66
Newark, DE
Cetera
Zachary Simendinger is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at several firms including SIMM Associates and Diamond State Financial Group, where he also serves as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients nationwide, offering a multi-manager platform with a range of portfolio management and retirement services.
Stacy S
Series 65
Dallas, TX
Cetera
Stacy Slawnikowski is a financial advisor at Cetera with two years of industry experience. She holds a Series 65 designation and has previously worked at Avantax Investment Services Inc and Edward Jones. Outside of her advisory roles, she is involved with What's on Tap, a business she has been associated with for three years. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services through a large network of independent advisors and utilizes multiple program structures with both affiliated and third-party managers.
Collin C
Series 66
Carlisle, PA
Cetera
Collin Cook is a financial professional at Cetera with five years of industry experience. He holds the Series 66 designation and has worked at Cetera and affiliated firms since 2021. Prior to his financial services career, Cook held positions in healthcare and education. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services within a multi-manager platform that includes model portfolios and bespoke strategies.
Hunter R
Series 66
Cincinnati, OH
Cetera
Hunter Rambin is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He previously worked at Avantax Advisory Services and PricewaterhouseCoopers LLP. In addition to his advisory work, Rambin manages the tax division at Hicks & Mann Wealth Management, where he prepares tax returns, oversees tax-related processes, and provides tax consultation services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment strategies across diverse program platforms.
Shelby H
CFP®, Series 66
Monroe, GA
Cetera
Shelby Hall is a CFP® with six years of experience in the financial industry, currently affiliated with Cetera. Prior to joining Cetera, Shelby worked at Morgan Stanley for six years. Outside of financial advising, Shelby is a member of Little Oaks Preschool LLC, a faith-based childcare center providing education for children ages 8 weeks to 4 years. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, operating through a large network of over 10,000 advisors.
Tanner D
Series 66
St. Louis, MO
Cetera
Tanner Drake is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial, and Pioneer Wealth Management. Before entering the financial sector, he worked in landscape contracting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and services, supported by a large nationwide network of independent advisors.
Nicholas S
CFP®, Series 66
Bridgeville, PA
Cetera
Nicholas Smutney is a CFP® with eight years of industry experience, currently serving as a financial advisor at Cetera. His prior work includes roles at DSF Wealth Management, PNC Investments, and Merrill Lynch. He is also an insurance agent involved in the sale of life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide multi-manager platform 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 range of program structures and custodial relationships.
Steven S
Series 63, Series 66
Jackson, MI
Cetera
Steven Segura is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. He previously worked at Tiaa and TIAA-CREF from 2015 to 2026 before joining Cetera and its affiliated entities in 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to use affiliated and unaffiliated model portfolios as well as bespoke strategies.
Alec B
CFP®, Series 63, Series 66
Scottsdale, AZ
Cetera
Alec Bruington is a CFP® professional with eight years of industry experience, currently affiliated with Cetera in Scottsdale, AZ. His background includes seven years at The Vanguard Group, Inc. and roles at various firms, including FDF Wealth Strategies where he is involved in learning advisory practice operations. Cetera Investment Advisers LLC is a large, nationwide SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.
Richard W
Series 63, Series 65, Series 66
Tulsa, OK
Cetera
Richard Wheeler is a financial professional with Cetera, holding Series 63, 65, and 66 licenses and 12 years of industry experience. He has worked with Cetera since 2019 and serves as a board member of Plumbline Ministries. Wheeler is also affiliated with Summit Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory services, including access to third-party managers and multi-manager platform options.
Shiloh P
CFP®, Series 66
Eugene, OR
Cetera
Shiloh Powers is a financial advisor at Cetera with seven years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Cetera, Powers worked at Edward Jones and Rogue Credit Union. He serves as a board member for Ronald McDonald House Charities, assisting with event planning, support, and marketing for families. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm operates a multi-manager platform featuring model portfolios, third-party managers, and customized strategies, with over $256 billion in assets under management and more than 10,000 advisors.
Preston K
Series 66
Newark, DE
Cetera
Preston Knotts is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked with Cetera Wealth Services, LLC since 2024. Outside of his advisory role, he was involved with Tap Room Crab House in 2024. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party model portfolios and diverse program structures.
Mitchell N
Series 66
Saint Peter, MN
Cetera
Mitchell Nelson is a financial professional with six years of industry experience, currently associated with Cetera. He holds a Series 66 designation and has worked at firms including Cetera Wealth Services, Mapvest Wealth Management, Frandsen Bank & Trust, LPL Financial, Trellance, and OnApproach. In addition to his advisory role, he is licensed to sell fixed insurance products such as life, health, disability, annuities, and long-term care policies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management strategies, financial planning, and consulting services, supported by a nationwide network of over 10,000 advisors and managing more than $256 billion in assets.
Michael M
Series 63, Series 65
Livermore, CA
Cetera
Michael Martin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. In addition to advisory work, he is an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including 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 services, supporting over 10,000 advisors and approximately $256 billion in assets under management.
Matthew K
Series 65, Series 63
Garrettsville, OH
Cetera
Matthew Kissell is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Cetera and related entities since 2025. Kissell also owns Kissell Financial, LLC, which provides tax preparation, accounting, and bookkeeping services, and serves on the board of the Garrettsville Baseball Association Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party model portfolios.
Stuart W
Series 66
Walkersville, MD
Cetera
Stuart Wright is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, TIAA, and TIAA-CREF. He also administers trusts for ACNB Bank, assisting with client inquiries and account management tasks without handling securities transactions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform that provides access to affiliated and third-party money managers across various program structures.
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