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Jason H
Series 66
Issaquah, WA
Cetera
Jason Hewett is a financial advisor with Cetera and holds the Series 66 designation. He has seven years of industry experience, including prior roles at Voya Financial Advisors and Cetera Wealth Services. Hewett is also an independent insurance agent and owns an expense management business, PlanningPoint, LLC. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.
Jeffrey R
CFP®, Series 63, Series 66
Chico, CA
Cetera
Jeffrey Ross is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera. He has held roles at multiple firms, including Avantax and 1st Global Advisors, and operates his own financial services business, Jeff Ross Financial. Ross also serves as a trustee for the Chico Elks Lodge, providing financial oversight. Cetera Investment Advisers LLC is an SEC-registered firm 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 that supports a range of investment strategies and program structures, managing over $256 billion in assets.
Emerson P
CFP®, Series 63
Ephrata, PA
Cetera
Emerson Paul is a CFP® with 24 years of industry experience, currently with Cetera. He has previously worked at multiple Cetera entities as well as Concourse Financial Group Securities Inc and Covenant CPA LLC. He serves as a volunteer board member for United Church of Christ Homes and is involved with St. John's UCC Foundation as committee treasurer. Cetera Investment Advisers LLC is an SEC-registered firm offering advisory services through a large national network of independent advisors. It serves a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, providing portfolio management, financial planning, and access to third-party money managers through various program platforms.
Craig V
Series 66
Fresno, CA
Cetera
Craig Vitale is a financial advisor with Cetera, holding a Series 66 credential and 24 years of industry experience. He has worked at Cetera and affiliated entities since 2002. In addition to his advisory role, Vitale is a CPA and an employee at Dristas Groom McCormick LLP, an accounting firm specializing in tax and financial services. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of investment management and retirement services with multiple program structures and access to third-party managers.
Arnold L
Series 63, Series 65
Van Buren, AR
Cetera
Arnold Lamproe is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at Cetera Investment Services and Citizens Bank & Trust since 2008 and has been with Cetera since 2014. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable accounts, and institutional investors. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing multiple program structures and a variety of investment manager options.
Daniel K
Series 63, Series 66
Phoenix, AZ
Cetera
Daniel Kravits is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 66 licenses and 41 years of industry experience. He has worked with Cetera and its affiliated entities since 2019, and previously with Foresters Advisory Services and Foresters Financial Services from 2012 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with options for model portfolios, third-party managers, and bespoke strategies.
Brian O
Series 66
Shorewood, IL
Cetera
Brian Odell is a financial advisor with Cetera, holding a Series 66 designation and over 23 years of industry experience. His prior roles include positions at Summit Financial Group and Delco Financial Services, where he has also maintained ownership and operated a tax preparation business. He serves as a board member for New City Life Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, and oversees more than $256 billion in assets across more than 10,000 advisors.
Michael P
Series 66
Omaha, NE
Cetera
Michael Palmesano is a financial advisor with Cetera who holds a Series 66 designation. He has one year of industry experience and previously worked with Renaissance Financial and the Beefcake Jerky Co. He completed his education at the University of Nebraska Lincoln. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a large network of independent advisors and utilizes multiple program structures and affiliated and third-party managers.
Thomas R
Series 66
Minneapolis, MN
Cetera
Thomas Rossini is a financial advisor with Cetera based in Minneapolis, MN. He holds the Series 66 designation and has recently started his career in the industry. Outside of advising, he has experience working in various roles including positions in hospitality and education. Cetera Investment Advisers LLC is an 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 featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.
Randall V
Series 63, Series 65
Bishop, CA
Cetera
Randall Vantassell is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Avantax Insurance Services, Fiduciary Trust, and operates Van Tassell Services. Outside of his advisory role, he serves as president of Pioneer Home Health Care, a nonprofit organization, and is involved in several community boards including the Rotary Club of Bishop and Sierra Highlands Community Services District. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and a variety of program platforms, operating as a multi-manager platform with access to affiliated and third-party investment managers.
Nicholas S
CFP®
Golden, CO
Cetera
Nicholas Skorski is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services since 2025 and has over a decade of experience running Golden Business & Financial Services Inc., which provides tax planning, preparation, and accounting services. Skorski also serves as a director and officer for several nonprofit organizations in Golden, Colorado, including a tax-exempt corporation supporting local courts and human services, and a visitor center promoting the community. Cetera Investment Advisers LLC is a nationwide SEC-registered firm 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 managers, supporting diverse investment strategies and program structures.
Danielle L
Series 66
Aiea, HI
Cetera
Danielle Lum is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bankoh Investment Services, First Hawaiian Bank, and Raymond James Financial Services. Cetera Investment Advisers LLC is an SEC-registered firm that 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 with access to various investment strategies and program structures.
Robert D
Series 63, Series 65
Olympia Fields, IL
Cetera
Robert Davis Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services. He is also the owner and president of Robert Davis & Associates, a firm involved in the sale and service of insurance and securities products, and works as an independent insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC is an 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 a variety of portfolio management options and oversees over $256 billion in assets through more than 10,000 advisors.
Christopher J
Series 66
Newtown Square, PA
Cetera
Christopher Jackson is a financial advisor with Cetera who holds a Series 66 designation and has 21 years of industry experience. He is also the owner of Jackson & Associates LLC, a tax and accounting firm. Additionally, he manages a holding company that oversees his financial and accounting businesses. Cetera Investment Advisers LLC is a large SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.
Keith S
Series 66
St Cloud, MN
Cetera
Keith Sowada is a Series 66-licensed financial advisor with 13 years of industry experience. He is currently with Cetera, where he has worked since 2019 across several affiliated entities, and previously worked at Thrivent Financial for Lutherans from 2013 to 2019. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform featuring 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.
Anne J
Series 63
Lincoln, NE
Cetera
Anne Johnson is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. She has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to her advisory role, she is a registered representative involved in the sale of fixed insurance products and holds a notary public commission. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, 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 third-party money managers.
Joseph K
Series 66
Cleveland, OH
Cetera
Joseph Kean is a financial advisor with Cetera, holding a Series 66 license and with 22 years of industry experience. He has worked with Cetera and associated entities since 2014. Outside of advisory services, he serves as a board member for Bentley Park HOA in Avon, Ohio. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party money managers.
Caroline B
Series 63, Series 66
Minneapolis, MN
Cetera
Caroline Beuning is a financial professional with 15 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked with firms including Securian Financial Services and CRI Securities. She is also involved with North Star Resource Group as a financial professional. Cetera Investment Advisers LLC serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment options.
Diahnn M
Series 65, Series 63
Rochester, MN
Cetera
Diahnn Murdock is a financial professional with 33 years of industry experience, currently affiliated with Cetera. She holds Series 65 and Series 63 credentials and has held roles at various financial firms since 2007. In addition to her advisory work, she is the owner of DeeBee's Portfolio Management & Trading Services LLC and serves as a registered representative and financial professional with Mayo Employees Federal Credit Union. She also volunteers as a cashier at EagleBrook Church. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services through a nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers across multiple program structures.
Michelle N
Series 66
West Des Moines, IA
Cetera
Michelle Nabiliwa is a financial advisor at Cetera with 17 years of industry experience and holds the Series 66 designation. She has worked at Cetera and its affiliated entities since 2017, with prior experience at Wells Fargo and DoorDash. Outside of her advisory role, she serves as a counselor at Inside Out Christina Counseling, providing counseling and ministering services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. Its multi-manager platform offers a variety of portfolio management and financial planning services through both affiliated and third-party managers, supporting discretionary and non-discretionary account structures.
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