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Christopher A
CFP®, Series 66
Torrance, CA
Cetera
Christopher Anderson is a CFP® professional with 10 years of experience in financial advising. He is currently with Cetera and has also worked at MEA Wealth Advisors and Cetera Advisors LLC. Outside of his advisory roles, he is involved in managing administrative services for MEA Wealth Advisors and owns a produce orchard business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a wide range of investment programs and access to third-party managers, supporting advisors in constructing customized portfolio strategies.
Jacob S
Series 66
Louisville, KY
Cetera
Jacob Stevenson is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has been involved in various roles including operating Door2Door Financial, a financial services and planning firm where he serves as operations manager. Outside of advisory work, Stevenson is also a business operations coordinator at Morley Roofing and works as a delivery driver for DoorDash. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple investment strategies and affiliated resources.
Brenden S
CFP®, Series 63
West Branch, MI
Cetera
Brenden Stephenson is a CFP® with 12 years of industry experience, currently serving at Cetera. He has worked at Cetera since 2016 and has been involved with Stephenson & Company P.C. since 2017. Outside of financial advising, he is the president of the Optimist Club of West Branch and serves on the Ogemaw County Committee for the North Central MI Community Foundation, in addition to holding a board position at Huron Community Bank. Cetera Investment Advisers LLC is an SEC-registered 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 and operates a multi-manager platform with various program options and affiliations.
Shermicker G
Series 63, Series 66
Fate, TX
Cetera
Shermicker Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Before joining Cetera in 2023, he worked at JP Morgan Securities, LLC for five years and held roles at Capital One Investing, Elite Financial Management, and LPL Financial. Outside of his advisory work, he operates a photography business specializing in portrait, landscape, and event photography. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.
Brian A
Series 63, Series 65
Anchorage, AK
Cetera
Brian Airey is a financial advisor with Cetera in Anchorage, AK, holding Series 63 and Series 65 designations and possessing 16 years of industry experience. He previously worked at VOYA Financial Advisors and operates Airey Family Financial Planning, a financial services firm he owns. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and planning services, supporting various discretionary and non-discretionary program structures.
Donovan Z
Series 63, Series 65
Scottsdale, AZ
Cetera
Donovan Zimmerman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Concourse Financial Group Securities Inc for 19 years before joining Cetera in 2025. Outside of advisory work, he serves as an elder at Sunnyslope Mennonite Church, providing leadership and spiritual guidance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party investment strategies.
Walter S
Series 63, Series 66
Carson City, NV
Cetera
Walter Shepperd is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes roles at Avantax Advisory Services and Linsco/Private Ledger, among others. Outside of his advisory duties, he assists small business owners with human resources, payroll, benefits, and retirement plans through a consulting business. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with multiple program options and a multi-manager platform.
Nicole M
Series 66
Elk Grove Village, IL
Cetera
Nicole Mackowiak is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. She has worked previously at Avantax Investment Services and 1st Global Advisors, and she currently manages operations at Porte Brown Wealth Management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with access to various third-party managers and program structures.
Jack G
CFP®, Series 63, Series 66
Austin, TX
Cetera
Jack Gindler is a CFP® professional with 27 years of industry experience, currently serving at Cetera since 2025. His prior experience includes 23 years with Concourse Financial Group Securities Inc and over three decades with Gindler, Chappell, Morrison & Company, a tax preparation firm where he is manager and president. He also serves as a board member-commissioner for the Capitol Area Council Boy Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program structures with discretionary and non-discretionary authorities.
Jason S
Series 63, Series 65
Phoenix, AZ
Cetera
Jason Silitsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously spent time with Foresters Financial Services from 2010 to 2019. Silitsky is also the owner of Granite Sky Wealth Advisors LLC, which operates as a DBA for his work with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, 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 various program structures.
Tyler M
Series 63, Series 66
Canonsburg, PA
Cetera
Tyler Mcafoose is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera since 2019, following several years at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory role, he is a 34% owner in a real estate rentals and flips business. Cetera Investment Advisers LLC is an SEC-registered firm 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.
James Z
Series 65
St. Clair Shores, MI
Cetera
James Zann is a Series 65-credentialed financial advisor at Cetera with five years of industry experience. He previously worked for Avantax Advisory Services for five years and has been associated with Polk and Associates PLC since 2012. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporations, charities, and institutions through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.
Dianne E
Series 63, Series 66
Neosho, MO
Cetera
Dianne Eggert is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Voya Financial and Directed Services, LLC. Additionally, she is engaged as a public speaker at churches and faith-based events. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, 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, employing a multi-manager platform with access to both affiliated and third-party managers.
Lucas B
Series 66
Olean, NY
Cetera
Lucas Burton is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Park Capital LLC and Lincoln Financial Securities Corporation. In addition to his advisory role, Burton owns a tax services business and serves as trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.
Terry C
Series 66
Cumming, GA
Cetera
Terry Cooper is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has previously worked with Concourse Financial Group Securities Inc and operated Legacy Financial Partners LLC. In addition to advisory services, he provides insurance services to clients on an as-needed basis through Milner Financial Inc. 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 portfolio management, financial planning, and various retirement services through a multi-manager platform that includes affiliated and third-party managers.
Richard D
Series 63, Series 66
Canonsburg, PA
Cetera
Richard Dalzotto is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Cetera since 2024 and previously spent two decades at The Investment Center, Inc. and 18 years at Ic Advisory Services, Inc. In addition to his advisory work, he serves as president and owner of South Hills Financial Group and is involved with the Boy Scouts of America as a Chartered Organization Representative. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Jeffrey A
CFP®, Series 63, Series 66
Chandler, AZ
Cetera
Jeffrey Anthony is a CFP® with 18 years of industry experience, currently affiliated with Cetera. He has worked at firms including JPMorgan Chase Bank and J.P. Morgan Securities, and is currently involved with multiple financial services entities such as Foundry Family Office and Wilde Wealth Management. He serves on the advisory board of TriState Capital Bank, contributing on client experience and service development. Cetera is an SEC-registered adviser with a nationwide network of independent advisors 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 third-party money managers, overseeing more than $256 billion in assets and supporting over 10,000 advisors.
Benjamin K
Series 66
Birmingham, AL
Cetera
Benjamin Kalbaugh is a financial advisor with Cetera in Birmingham, AL, holding a Series 66 designation and two years of industry experience. He has been associated with Cetera and its affiliates since 2025 and is also involved with Ella Valley Wealth Advisors, where he provides administrative support and client assistance. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that combines affiliated and third-party strategies, supporting both discretionary and non-discretionary account structures.
Kevin K
Series 63, Series 66
Schaumburg, IL
Cetera
Kevin Kelly is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Avantax Investment Services and LPL Financial. Kelly also leads Legacy Tax & Accounting, LLC, where he manages tax preparation, accounting, and payroll services. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform combining affiliated and third-party investment strategies.
Michael M
Series 66
Sacramento, CA
Cetera
Michael Mistretta is a financial advisor at Cetera with 17 years of industry experience and holds the Series 66 designation. He also serves as president of MMRS Accountancy Corporation, a CPA firm providing accounting and tax services, and engages in business consulting and property management through Mistretta Management, LLC. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.
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