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Brad A
Series 63
Buffalo, NY
Cetera
Brad Arnone is a financial advisor with Cetera, holding a Series 63 designation and bringing 11 years of industry experience. He has been affiliated with Cetera since 2015 and also operates Crane Capital Group. Outside of his advisory roles, Arnone serves as a board member of the Centro Culturale Italiano di Buffalo, participating in fundraising and community activities. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 consulting services, including access to third-party managers and various investment program structures.
Christina L
Series 66
Wenatchee, WA
Cordell, Neher & Company, PLLC
Christina Loucks is a financial advisor at Cetera with three years of industry experience. She holds a Series 66 designation and has worked at Cetera Wealth Services, Avantax Advisory Services, and Avantax Investment Services Inc. Loucks also serves as a wealth management assistant at CNC Financial Group, LLC and Cordell, Neher & Company, PLLC, where she supports financial and tax-related services. 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 and financial planning services, featuring a multi-manager platform with access to affiliated and third-party money managers and various program structures.
Andrew C
Series 63, Series 65
Seaford, DE
Cetera
Andrew Casertano is a financial professional at Cetera with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securian Life Insurance and New York Life Insurance. Casertano is also an author of a book titled "The Game of Wealth." Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform that allows advisors to customize investment strategies across various program structures and custodial relationships.
Richard P
Series 63, Series 65
Pike Road, AL
Cetera
Richard Perkins is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 21 years at NBC Securities Inc and recent roles with Concourse Financial Group Securities Inc and Cetera Wealth Services, LLC. Outside of his advisory work, he co-owns a skincare line called Earth to Malibu with his spouse. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary program structures.
Michael A
Series 63, Series 65
Lombard, IL
Cetera
Michael Abbatacola is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Cetera and its affiliates since 1992 and currently holds a vice president position at Old Second National Bank, a role unrelated to investment activities. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of independent advisors.
Nathan O
CFP®, Series 66
Cuyahoga Falls, OH
Cetera
Nathan Ollish is a CFP®-designated financial advisor at Cetera with 11 years of industry experience. He has previously worked at Raymond James Financial Services and Western Reserve Resources Corporation. Outside of his advisory work, Ollish serves as an officer on the board of The Well Community Development Corp, a nonprofit focused on community development in Akron, Ohio. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including 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 affiliated and third-party managers and various program structures.
Edward O
Series 63
Westbury, NY
Cetera
Edward O'Neill is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been involved with Cetera and its affiliated entities since 2004. In addition to his advisory role, O'Neill owns an accounting and tax practice, serves as vice president of the Culinary Institute of Long Island, and acts as treasurer for Locust Valley Cemetery’s advisory board. 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 multi-manager platform with access to both affiliated and third-party portfolio managers, providing various program options ranging from automated allocations to customized strategies.
Jijun Z
Series 66
Irvine, CA
Cetera
Jijun Zhang is a financial advisor at Cetera with six years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of finance, he co-founded Learnmodernchinese.com, an educational initiative focused on language and culture. 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 various portfolio management options, combining discretionary and non-discretionary services across a nationwide network of independent advisors.
Alexandra W
Series 66
Scottsdale, AZ
Cetera
Alexandra Whitcher is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in client service and account maintenance roles at Mosaic Financial Associates since 2024. Prior to her advisory career, she held various positions in the hospitality and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.
Robert K
Series 63, Series 66
Westbury, NY
Cetera
Robert Knox IV is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services since 2016, following a prior role at Foresters Financial. He serves as co-executor for his father's estate and holds limited medical power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform through a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services with access to affiliated and third-party money managers across various program structures.
David B
ChFC®, Series 63
Cocoa, FL
Cetera
David Bornberg is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 38 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2013 and also works with Professional Benefits Group, Inc. Outside of financial advising, he owns a small tree farm and plant nursery and operates a woodworking business creating charcuterie boards and turned bowls. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, allowing advisors to implement model portfolios, select third-party managers, or create customized strategies.
John C
Series 63, Series 66
Wauwatosa, WI
Cetera
John Coloso is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 42 years of industry experience. His career includes roles at First Allied Advisory Services and First Allied Securities, as well as managing his own firm, John Coloso Investments, since 2002. Outside of his advisory work, he serves as a trustee for a supplemental trust and provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports over 10,000 independent advisors and serves a diverse clientele, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party managers to provide discretionary and non-discretionary investment services.
Brett G
Series 63, Series 66
Mobile, AL
Cetera
Brett Grider is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at TD Ameritrade and TIAA-CREF. In addition to his advisory role, he provides financial planning services at Hancock Whitney and refers clients to specialists as appropriate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program platforms and third-party managers.
Edward F
CFP®, Series 63, Series 66
Cockeysville, MD
Cetera
Edward Feduke is a CFP® professional with five years of industry experience, currently serving with Cetera. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and multiple mortgage firms. Outside of his advisory duties, he volunteers as a college funding coach. Cetera Investment Advisers LLC is a large SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and allows advisors to implement model portfolios, select third-party managers, or create customized strategies.
John W
CFP®, Series 63, Series 66
Southlake, TX
Cetera
John Weller is a CFP® with 30 years of experience in the financial services industry. He is currently with Cetera Wealth Services, LLC and is a member of Weller Capital, LLC, where he provides financial planning and tax planning services. His prior experience includes roles at Fidelity and Avantax firms. Cetera Investment Advisers LLC distributes 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 solutions through a multi-manager platform with over $256 billion in assets under management.
Larry M
Series 66
Greenville, TX
Cetera
Larry Money is a financial advisor with Cetera in Greenville, TX, holding a Series 66 credential and 17 years of industry experience. He has previously worked with Avantax Advisory Services and 1ST Global Capital Corp., and also operates a CPA practice. Outside of advising, he serves as Board Chair and Treasurer for Raffa Clinic, a faith-based pregnancy resource organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform offering a range of portfolio management and financial planning services through discretionary and non-discretionary programs.
Sadaf R
Series 65, Series 63
San Jose, CA
Cetera
Sadaf Rashidi Nezami is a financial advisor at Cetera with two years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Ameriprise, Golden 1, Hertz, and 1st United Credit Union. Outside of her advisory role, she is a co-founder and administrative support of Seashell Inc., operating under the name Budget Blinds, a retail window covering business. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a national network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program options.
Stuart C
Series 63, Series 66
Wilmington, DE
Cetera
Stuart Cameron is a financial advisor with Cetera, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has been associated with Cetera Wealth Services since 2013 and Wharton Investment Consultants since 2011. Outside of advising, he works as an independent insurance agent specializing in disability, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC operates a nationwide network of over 10,000 independent advisors and manages more than $256 billion in assets. The firm serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, offering a range of portfolio management and financial planning services through multiple program structures.
Gregory J
CFP®, Series 63, Series 65, Series 66
Germantown, TN
Cetera
Gregory Jordan is a CFP® with 18 years of industry experience and is currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services since 2023 and has been involved with Shoemaker Financial Services Inc. since 2015. Jordan also has experience in fixed insurance sales through Shoemaker Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party money managers.
Kurt G
CFP®, Series 66
Jacksonville, FL
Cetera
Kurt Gerhardt is a CFP® professional with 26 years of industry experience, currently serving at Cetera since 2023. He has prior experience with Cetera Wealth Services, LLC and BCI Wealth & Asset Management. Outside of his advisory role, he coaches youth roller hockey in Jacksonville, FL. Cetera Investment Advisers LLC is an SEC-registered firm delivering a range of portfolio management, financial planning, and retirement services to individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm employs a multi-manager platform allowing advisors to implement a variety of investment strategies across discretionary and non-discretionary accounts.
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