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Benjamin A

CFP®, Series 66

Winston Salem, NC

Cetera

Benjamin Abitz is a CFP® with seven years of industry experience, currently affiliated with Cetera in Winston Salem, NC. His career includes roles at Morgan Stanley, Piedmont Capital Management, and TMRW Wealth. In addition to his advisory work, he teaches online courses for the University of Virginia's Certified Financial Planner education program. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of third-party money managers across multiple program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tanner L

Series 66

Richmond, VA

Cetera

Tanner Leary is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including Northstar Resource Group and Minnesota Life Insurance Company. Outside of his advisory role, Leary is involved in fixed insurance sales through an agent/broker position at North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Charles D

Series 63, Series 65

Napa, CA

Cetera

Charles Daniels III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and Harvest Financial, LLC, where he also serves in an insurance capacity. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Brian L

Series 63, Series 65

St. Louis, MO

Cetera

Brian Laubacker is a financial advisor with Cetera in St. Louis, MO, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has worked with Cetera and affiliated firms since 2014 and previously was involved with Eagle Ridge Investments LLC. Outside of his advisory role, he directs protective planning and employee benefits efforts and is involved in house rehabs and sales through a separate investment. 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 with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Craig M

Series 66

Dallas, TX

Cetera

Craig Marr is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Capital Corp. prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph C

Series 63, Series 65

Vandalia, IL

Cetera

Joseph Cearlock is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has a background that includes roles at Avantax entities and ownership of an accounting and tax preparation firm, LCB CPAs & Advisors, Ltd. Cearlock is involved in community and religious activities, serving as chairman of the church council at First United Methodist Church and as an elder and vice president of The Way Church of Fayette County. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning options, utilizing a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Nora B

Series 66

Overland Park, KS

Cetera

Nora Borrowman is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Renaissance Financial, Bank of Springfield, and Hy-Vee, Inc. She has also been involved with the University of Kansas in multiple capacities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base 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 assets exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Frederick J

CFP®, CFA®, Series 63, Series 65

Harwich, MA

Cetera

Frederick Jackson is a CFP® and CFA® with 25 years of industry experience. He is currently with Cetera and has previously worked at Avantax Advisory Services, LPL Financial, and other firms. In addition to his advisory role, he provides comprehensive financial planning through SWE Wealth Management LLC and works as a tax preparer during the tax season. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform with both discretionary and non-discretionary options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David E

CFP®, Series 63

Dallas, TX

Cetera

David Evans is a CFP® with 39 years of industry experience, currently serving at Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He holds a Series 63 registration and operates out of Dallas, TX. In addition to his advisory work, he sells life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform serving over 10,000 advisors and roughly 800,000 clients.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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David A

Series 63, Series 66

Tigard, OR

Cetera

David Artmann is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes 14 years at Arcadia Investment Corporation and roles at Foresters Advisory Services LLC before joining Cetera in 2019. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting a range of investment strategies and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jarett O

CFP®, Series 66

St Louis, MO

Cetera

Jarett Olivastro is a CFP® professional with 20 years of industry experience, currently serving with Cetera. He has held financial advisory and insurance roles at several firms, including Coop Insurance Agency, R.F. Brokerage, and Securian Financial Services. Olivastro serves on the advisory board of Churches for Life, contributing to organizational decision-making and growth. Cetera Investment Advisers LLC is a national platform offering financial planning, portfolio management, and retirement services to individuals, corporate, charitable, and institutional clients. The firm supports diverse investment strategies through a multi-manager approach and serves over 800,000 clients with more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jamie Z

Series 66

Lakewood Ranch, FL

Cetera

Jamie Zinkhan is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. He has previously worked at Robert Baird & Co. and Avantax, and has been associated with Aksala Wealth Advisors, LLC since 2018. Zinkhan supports an estate planning attorney by hosting client meetings at his firm’s office. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including 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 large network of independent advisors and employs a multi-manager platform with various investment program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ramon B

Series 63, Series 65

Temecula, CA

Cetera

Ramon Baez is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at Edward Jones, Merrill Lynch Pierce Fenner & Smith Inc, Bank of America, JP Morgan Securities, and US Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Thomas R

Series 63, Series 65

Merrick, NY

Cetera

Thomas Reagan is a financial professional with 36 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked previously at Kestra Advisory and Kestra Investment Services. In addition to his advisory role, Reagan is an insurance agent selling fixed insurance products and leads Merrick Planning Group, where he focuses on educating and guiding families in financial planning. 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 that allows advisors to implement various portfolio management strategies across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Dennis F

Series 63, Series 65

Louisville, KY

Cetera

Dennis Frank is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Cetera since 2020 and has been owner of Dennis Frank Financial since 2009. His other business activities include serving as an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Anne S

Series 63, Series 66

Omaha, NE

Cetera

Anne Scheiblhofer is a financial advisor at Cetera with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Cetera and Cetera Investment Services LLC since 2019. Prior to that, she was with Foresters Financial and spent nearly two decades involved with Duda Farm LLC. Outside of her advisory role, she volunteers for a local county board campaign, coaches youth soccer with the YMCA of Greater Omaha, and co-owns a house plant sales and maintenance business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows advisors to use affiliated and third-party managers across various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Matthew B

CFP®, Series 63

Minneapolis, MN

Cetera

Matthew Bearth is a CFP® professional with six years of industry experience, currently affiliated with Cetera. He has held positions at multiple firms including AdvisorNet Wealth Partners and Box Financial Advisors. Outside of his advisory work, he serves as an alumni ambassador for St. John Vianney Seminary in St. Paul, MN, assisting with event planning. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 across multiple program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephen A

Series 66

Hiram, GA

Cetera

Stephen Albritton is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has worked at Cetera since 2020 and previously spent three years with Wells Fargo Clearing Services LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a range of 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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Reid B

Series 66

Orland Park, IL

Cetera

Reid Burton is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at LPL Financial and Opus Wealth Partners. Outside of advisory work, he is a partner in a cryptocurrency mining venture and owns an insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 with access to various third-party and affiliated managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Justice S

CFP®, Series 66

Phoenixville, PA

Cetera

Justice Smith is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Cetera. His prior roles include positions at Voya Financial Advisors and involvement with educational institutions as a football coach and board member. He is active in nonprofit work as treasurer for Friends of PJP and holds ownership in a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base ranging from individual investors to institutional accounts. The firm offers a variety of portfolio management and retirement services, operating as a multi-manager platform that provides advisors with diverse investment options and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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