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Eric H
Series 63, Series 66
Baton Rouge, LA
Cetera
Eric Hefte is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera since 2019 and previously worked with Foresters Advisory Services and Foresters Financial. Outside of his financial advisory work, Hefte is also an artist who sells paintings and sculptures. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored 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 that includes access to affiliated and third-party managers, various program structures, and custodial relationships.
Jo W
Series 66, Series 63
Clarksville, TN
Cetera
Jo Wright is a financial advisor at Cetera with nine years of industry experience. She holds Series 66 and Series 63 credentials and has been associated with Cetera since 2017. Wright also serves as an adjunct instructor at Austin Peay State University and is a board member and Growth and Development Committee Chair for the Clarksville-Montgomery County Education Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.
Colby S
Series 66
Honolulu, HI
Cetera
Colby Sato is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. His prior work includes roles at Bankoh Investment Services, Inc., Equitable Advisors, Hawaii Medical Services Association, and a decade at Tommy Bahama (Oxford Industries). 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 variety of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies and program options.
Michael M
Series 63, Series 65
Sun City, FL
Cetera
Michael Mccormick is a financial advisor at Cetera with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ameriprise and Guggenheim Funds Distributors. He is also the owner of Southshore Wealth Management. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Sherman O
Series 63, Series 65
Salem, OR
Cetera
Sherman Ober is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliates since 2016. Ober is also involved in community activities as a board member of the Salemtowne Civic Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable entities, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.
Charles O
Series 66
Panama City, FL
Cetera
Charles Owens is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His background includes entrepreneurial roles in the hospitality and watersports sectors, such as ownership and management positions at Florida Parasail Company and Owens Wealth Management. 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 a range of investment program options and access to third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.
Leon F
Series 63, Series 66
Martinsville, NJ
Cetera
Leon Ferro is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior work includes roles at Standard Chartered Bank and Securian Financial Services. He serves on the advisory board of Samaritan Outreach Services, a nonprofit that provides support to disadvantaged and homeless men. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services using multiple program structures and third-party managers.
John M
Series 66
Mount Arlington, NJ
Cetera
John Mooney is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Advisory Services and Wealthspring Financial Partners. Outside of his advisory work, Mooney serves as treasurer of the Blairstown Rotary Club, where he manages financial transactions and account reconciliation. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, with a multi-manager platform that supports discretionary and non-discretionary portfolio management and financial planning.
Brian S
Series 66
Hingham, MA
Cetera
Brian Swensen is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Avantax and 1st Global, and he also serves as an advisor at McConnell & Co., Inc. Wealth Management. 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 range of portfolio management and financial planning services through a multi-manager platform that supports various investment strategies and program structures.
Emily M
Series 66, Series 63, Series 65
Saranac Lake, NY
Cetera
Emily Martz is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 licenses and eight years of industry experience. She previously worked at the Sagamore Institute of the Adirondacks and has held roles within local school districts. Outside of her advisory work, she is a co-manager and part-owner of a real estate venture, Altamont Ventures, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm offers diverse portfolio management options and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.
Luke S
CFP®, Series 66
Overland Park, KS
Cetera
Luke Scott is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is currently affiliated with Cetera and has held roles at Renaissance Financial since 2010 as well as prior positions with Minnesota Life Insurance Company and Securian Financial Services. Scott also serves as an insurance agent offering fixed insurance products. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides various portfolio management and financial planning services through a multi-manager platform that includes both discretionary and non-discretionary program options.
Stacy A
Series 63, Series 66
Sartell, MN
Cetera
Stacy Anderson is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms including Avantax and Midwest Financial Group. Anderson is actively involved in nonprofit organizations, serving in financial roles for groups such as the Minnesota Girls Hockey Coaches Association and Sartell-St. Stephen Dollars for Scholars. Cetera Investment Advisers LLC is an SEC-registered adviser offering a wide range of services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides access to various portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supported by a nationwide network of independent advisors.
Matthew C
Series 63
Stony Point, NY
Cetera
Matthew Coyne is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2000 and 2001, respectively. Coyne also operates his own tax practice as a CPA, a role he has maintained since 1982. Additionally, he was affiliated with Dominican College for 35 years. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.
Alexander B
Series 63, Series 66
Jackson, MI
Cetera
Alexander Butterfield is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at Cetera since 2019 and previously held positions at Summit Financial Group Inc. and Summit Brokerage Services Inc. He is also the owner of James C. Butterfield Investments, Inc., a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets.
Brittany A
Series 66
Tulsa, OK
Cetera
Brittany Armer is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Ameriprise, Woodbury Financial Services, First Mate Financial Advisors, and Waddell & Reed. She is currently based in Tulsa, OK. 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 range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Jennifer H
Series 65, Series 63
McLean, VA
Cetera
Jennifer Harmon Von Bredow is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and has 12 years of industry experience. Her prior firms include Voya Financial Advisors and American Capital Investments Group, Inc. She is also a licensed notary public. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers various portfolio management and financial planning services.
David M
Series 63, Series 65
Carthage, TX
Cetera
David Murphy is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Cetera and affiliated entities since 2004 and serves as CEO and Chairman of the Board at First State Bank & Trust Company. Outside of his advisory work, Murphy is involved in community roles including serving as president of the United Fund of Panola County and chairman of the board for Broadmoor Baptist Church. 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 range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers, accommodating various program structures and investment authorities.
Mackenzie F
Series 66
South Kingstown, RI
Cetera
Mackenzie Feeney is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2024, Feeney worked at Barnum Financial Group and also held roles outside the financial sector, including positions at Little Rhody Lobster and Seafood and South Kingstown Town Beach. Feeney is also associated with Pioneer Financial Group, a financial services firm. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform 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 with access to various model portfolios and program options.
Darren S
Series 66
Latrobe, PA
Cetera
Darren Smith is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Commercial Bank and Trust of PA before joining Cetera and Pakos Wealth Management in 2025. Cetera Investment Advisers LLC serves a wide range of clients 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, supporting both discretionary and non-discretionary account structures.
Kyle W
CFP®, Series 63
Gardendale, AL
Cetera
Kyle Windham is a CFP® with eight years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Windham Financial Group PC, which offers accounting services and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.
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