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Richard L
Series 63, Series 65
Flat Rock, NC
Cetera
Richard Lehrer is a financial advisor at Cetera with 30 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Cetera in 2021, Lehrer worked at VOYA Financial Advisors and has been the owner of Financial Solutions Group, Inc. since 2001, where he sells fixed insurance products alongside his advisory duties. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a nationwide network of over 10,000 advisors, utilizing multiple program structures and access to both affiliated and third-party managers.
Crystal S
Series 63, Series 65
Cedar Hill, TX
Cetera
Crystal Scott is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cetera, she worked at Avantax Investment Services and Institutional Securities Corp. Since 2016, she has been involved with Girly-Yo Publishing. Cetera Investment Advisers LLC is a large SEC-registered firm supporting individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering a range of portfolio management and financial planning services.
John C
Series 63, Series 65
Springfield, IL
Cetera
John Cravens is a financial advisor with Cetera in Springfield, IL, holding Series 63 and Series 65 credentials and possessing 26 years of industry experience. He has been with Cetera since 2003 and also has extensive prior experience at PEHLMAN & DOLD. Outside of advising, he owns and operates CPA and tax consulting businesses and serves as treasurer for a local water sales cooperative. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and a variety of program structures.
Michael H
CFP®, Series 63
Schaumburg, IL
Cetera
Michael Harlan is a CFP®-designated financial advisor with 27 years of industry experience. He is affiliated with Cetera in Schaumburg, IL, and has held roles at multiple firms including Kutchins, Robbin, Diamond, Ltd and Rhr Wealth Management, LLC. He is also a partner at Aprio Advisory Group, LLC, a CPA consulting and tax services firm. 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, supporting both discretionary and non-discretionary account management.
Gary L
ChFC®, Series 63, Series 65
Walnut Creek, CA
Cetera
Gary Lamusga is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cetera in 2023, he spent 34 years at Securian Financial Services, Inc. Lamusga serves as a board member for the Walnut Creek Chamber of Commerce Foundation and the Collaborative Practice of East Bay, and is involved with the Fallen Heroes organization and the National Association of the Remodeling Industry. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide 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, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial relationships.
Logan C
Series 66
Fitzgerald, GA
Cetera
Logan Carswell is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with BEL Management LLC and Cetera Wealth Services since 2023 and has prior experience as a licensed sales associate beginning in 2021. Outside of advisory work, he is co-owner of BEL Management LLC, a business involved in purchasing residential rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to both affiliated and third-party managers.
Sallie T
CFP®, PFS™, Series 63
Washington, DC
Cetera
Sallie Thompson is a CFP® and PFS™ credentialed financial advisor with 28 years of industry experience. She is currently with Cetera and has prior experience with Avantax Advisory Services and operated her own accounting and business consulting firm, Sallie Mullins Thompson, CPA PLLC, from 2006 to 2021. In addition to her advisory work, she provides tax preparation, planning, and business consulting through her accounting practice. Cetera Investment Advisers LLC is an SEC-registered 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 options and serves over 800,000 clients through more than 10,000 advisors.
Jill C
Series 63
Endicott, NY
Cetera
Jill Chapman is a financial advisor at Cetera with 23 years of industry experience. She holds a Series 63 designation and has worked at Cetera since 2019, following nine years at Foresters Financial. 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Joseph J
Series 63
Minnetonka, MN
Cetera
Joseph Johnson is a financial advisor at Cetera with 34 years of industry experience. He is a Series 63 license holder and has been affiliated with Cetera and its related entities since 2013. In addition to his advisory work, he owns Johnson Advisors Limited, a financial services firm, and serves as a health insurance agent for members of the American Council of Engineering Companies. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options and oversight structures.
James S
CFP®, Series 66
St Louis, MO
Cetera
James Schier is a CFP®-designated financial advisor with 11 years of industry experience, currently with Cetera in St. Louis, MO. He has worked at Cetera Wealth Services since 2023 and previously served at Minnesota Life and Securian Financial Services. Schier is a board member of the Sigma Tau Gamma Alumni Association and participates in community and networking groups, including serving as president of a BNI networking group and volunteering on the finance committee of City Garden Montessori School. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various program options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.
Mary R
Series 63, Series 66
Auburn, AL
Cetera
Mary Reynolds Strassner is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 16 years of industry experience. Her career includes roles at First Citizens Bank and First Citizens Investor Services, with her current affiliation at Cetera beginning in 2022. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and over $256 billion in assets under management.
Devon B
Series 63, Series 65
Red Bank, NJ
Cetera
Devon Blakeman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Israel A. Englander & Co., JP Derivatives, and Hudson Wealth Management LLC, where he also serves as Director of Compliance. He has been with Cetera since 2019. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm operates a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.
William F
Series 63
Jacksonville, FL
Cetera
William Forrester Jr. is a financial advisor at Cetera with 40 years of industry experience. He holds a Series 63 designation and has held roles at Cetera Wealth Services, Capital Financial Strategies, Minnesota Life Insurance Co, and Securian Financial Services. Outside of advisory work, he owns Crimson Creek Farms LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment strategies.
Vishal R
Series 65
Greenville, SC
Cetera
Vishal Raj is a Series 65 licensed financial advisor with Cetera, based in Greenville, SC, and has seven years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Raymond James & Associates, and he has a long tenure at Michelin N.A. outside the financial sector. Raj is also president of Raj & Associates, CPA PC, providing public accounting and tax preparation services. Cetera Investment Advisers LLC 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 that supports both discretionary and non-discretionary strategies.
Kyle T
Series 66
Frankfort, IL
Cetera
Kyle Tripi is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at Cetera and related entities since 2021 and also engages in selling life and fixed annuities as an insurance agent. Currently, he operates under Nestlehut Financial Services, LLC, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to various third-party money managers and program structures.
Jessica B
Series 66
Memphis, TN
Cetera
Jessica Brooks is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, FTB Advisors, and First Tennessee Bank. She is also employed at Amazon. Cetera Investment Advisers LLC is an SEC-registered firm that offers services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning solutions utilizing multiple program structures and affiliations.
Eric B
Series 63, Series 66
Naples, FL
Cetera
Eric Burton is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Cetera and its affiliates since 2016 and is president of Megent Financial, a financial services firm. Burton also serves as president and treasurer of a homeowners association and is co-chair of a philanthropy group associated with Florida State University. Cetera Investment Advisers LLC is an SEC-registered firm 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 various third-party money managers.
Jenna P
Series 66
Louisville, KY
Cetera
Jenna Price is a financial advisor at Cetera with four years of industry experience. She holds a Series 66 designation and has worked in various roles since 2017, including administrative duties at David Price and Commonwealth Capital Management. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary accounts.
Dylan D
Series 66
Devils Lake, ND
Cetera
Dylan Dalziel is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at Cetera and associated firms since 2021. Prior to his financial services career, he held roles in landscaping, construction, and marine services. 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, managing over $256 billion in assets across more than 10,000 advisors.
John S
Series 66
Villa Park, IL
Cetera
John Scanlon is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. His career includes roles at Cetera Wealth Services, Chicago Wealth Management Group, and ownership of businesses such as Zyntex, Inc. and JSKBM Properties LLC. He is also an instructor for the Association of Financial Educators, conducting financial education classes. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides access to various portfolio management and consulting services through a multi-manager platform, supporting diverse investment strategies and program structures.
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