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Gary D

PFS™, Series 66

Rochester, NY

Cetera

Gary Debellis is a financial advisor with Cetera, holding a PFS™ designation and a Series 66 license, and has 25 years of industry experience. He has worked with firms including Avantax Advisory Services and Davie Kaplan, CPA, P.C., where he has provided financial planning and advisory services. Gary also serves as an independent trustee for a family trust, a role involving distribution calculations based on his long-term professional relationship with the clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party 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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David B

Series 63, Series 65

River Vale, NJ

Cetera

David Barrett is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with Cetera Investment Advisers since 2016 and with Cetera Financial Specialists LLC since 2005. Outside of his advisory work, he serves as the executor of his parents' wills. Cetera Investment Advisers is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes 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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Frederick W

CFP®, Series 63, Series 65

Lancaster, PA

Cetera

Frederick Waller is a CFP®-credentialed financial advisor with 24 years of industry experience, currently affiliated with Cetera. He has worked at Cetera Wealth Services, LLC since 2025. Outside of his advisory role, he serves as treasurer on the board of Bright Side Opportunities Center, a nonprofit focused on youth and health wellness. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs, discretionary and non-discretionary management, and access to third-party money 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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John W

CFP®, Series 66

Minneapolis, MN

Cetera

John Williams is a CFP® with 15 years of industry experience, currently serving at Cetera since 2023. He has held roles at Minnesota Life Insurance Company and Securian Financial Services, and operates a separate fixed insurance sales agency, North Star Consultants. Williams also serves as successor trustee for client trusts and is involved with North Star Resource Group, a financial services DBA. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors, employing multiple program structures 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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Brian W

Series 63, Series 65

Christiansburg, VA

Cetera

Brian Wilson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, he is involved in community activities as the president of the Southwest Virginia Hornets Softball organization, where he helps coach and organize teams. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and features multiple program options, including model portfolios, third-party managers, and bespoke 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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Robert D

Series 66

Phoenix, AZ

Cetera

Robert Daugherty is a financial advisor at Cetera with five years of industry experience and holds a Series 66 designation. He has worked at Renaissance Financial Corp and various insurance firms since 2021, and has also been affiliated with Cetera since 2023. Outside of advisory roles, he has experience as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio solutions, incorporating third-party managers and bespoke strategies across various 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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Armando S

CFP®, Series 63, Series 66

El Paso, TX

Cetera

Armando Salas is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Cetera in El Paso, TX. His prior roles include positions at LPL Financial, The Vanguard Group, and TD Ameritrade. He is also involved as a financial planner with Gentry Partners Wealth Management. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors 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 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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Jody M

Series 63, Series 66

Monroe, MI

Cetera

Jody Myers is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 16 years of industry experience. She has worked at Cetera Investment Services LLC and Cetera Investment Advisors LLC since 2019 and previously worked at Monroe Bank & Trust and LPL Financial. Outside of advising, she is a 50% owner and manager of JS3 FARMS, LLC, which holds vacant land for future farm use. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm operates 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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Johnathan R

CFP®, Series 65, Series 63

Fort Wayne, IN

Cetera

Johnathan Redmaster is a CFP® with 15 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Concourse Financial Group Securities Inc and USA Financial Securities. Outside of his advisory work, he serves as a lay member overseeing pension managers for the state of Indiana and is the treasurer for Armor of God Inc., a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of portfolio management and consulting services through discretionary and non-discretionary programs supported by a network of over 10,000 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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Michael S

Series 63

Biloxi, MS

Cetera

Michael Strojny is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and has previously worked with Avantax Insurance Services, Avantax Advisory Services, and runs Strojny and Milligan LLC. Outside of advising, he serves as a trustee for the Episcopal Diocese of Mississippi and is involved in tax preparation and accounting through his ownership of Strojny Tax Partners and The Strojny Corp, Inc. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide, offering a range of portfolio management, financial planning, and retirement services through a multi-manager platform.

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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Tyler H

Series 66

Omaha, NE

Cetera

Tyler Hagedorn is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at Cetera and its affiliated entities since 2024 and has additional experience officiating basketball games at the high school and college levels. Outside of advising, he serves as a basketball referee for the Nebraska School Activities Association and college basketball games. Cetera Investment Advisers LLC is a nationwide advisory 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 unaffiliated 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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Robert D

Series 63, Series 65

Chester, NJ

Cetera

Robert Difabritis is a financial advisor at Cetera with 40 years of industry experience. He has held roles at Avantax Advisory Services and Avantax Insurance Agency over multiple decades and has operated his own firm, Robert DiFabratis & Co, since 1991. Outside of his advisory work, he is involved in tax preparation and financial statement preparation through his other business activities. 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 a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various 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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Jeffrey P

CFP®, ChFC®, Series 63, Series 65

Oswego, IL

Cetera

Jeffrey Prentice is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 33 years of industry experience. His career includes roles at Securian Financial Services, Financial Design Group, and positions managing his own firm, Prentice Financial Services, Inc. He is also involved in life settlements through approved vendors associated with Cetera. Cetera Investment Advisers LLC is a large SEC-registered advisory firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, combining affiliated and third-party managers with 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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Caleb B

Series 66

Christiansburg, VA

Cetera

Caleb Brumfield is a financial professional with Cetera, holding a Series 66 designation and one year of industry experience. He has worked at Cetera Investment Advisors and Cetera Wealth Services since 2025. Outside of financial advising, he is the Internet Sales Manager at Shelor Motor Mile, a car dealership in Christiansburg, VA. 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 various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary strategies and provides access to a range of third-party money 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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David D

Series 63, Series 65

Clearwater, FL

Cetera

David Dortch is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Fifth Third Bank and SunTrust Advisory Services. Dortch is based in Clearwater, FL. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services, supported by over 10,000 advisors and managing more than $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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Jacob W

CFP®, Series 63, Series 65

Spring, TX

Cetera

Jacob Welsh is a financial advisor at Cetera with nine years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera, he worked at Concourse Financial Group Securities Inc and JPMorgan Chase Bank, N.A. Welsh also serves as an executor of estates in a non-investment capacity. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm manages over $256 billion in assets across more than 10,000 advisors and 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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Malik A

Series 63, Series 65

Southfield, MI

Cetera

Malik Amine is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and five years of industry experience. He has worked with Wealth Strategies Financial Group and Securian Financial Services, among other firms. Outside of finance, he is involved in wrestling through multiple roles, including owning a media company producing wrestling videos and podcasts, directing training camps, and broadcasting Michigan Wrestling events. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services. The firm operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create custom 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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Steven B

Series 63, Series 65

Flower Mound, TX

Cetera

Steven Buchanan is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked extensively with Avantax and maintains ownership of Buchanan & Company PLLC, a CPA firm providing accounting, bookkeeping, tax preparation, and payroll services. Buchanan also serves as a trustee for the Buchanan Family Trust. 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 a multi-manager platform with access to various portfolio management options and third-party money managers, overseeing more than $250 billion in assets and supporting over 10,000 advisors nationwide.

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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Richard L

Series 63, Series 65, Series 66

Grandville, MI

Cetera

Richard Leist is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and possessing 42 years of industry experience. His work history includes roles at Cetera Wealth Services and Summit Financial Group. He serves as an elected board member of Shoreline Christ Fellowship, advising on future planning and building maintenance. Cetera Investment Advisers LLC is a nationwide network of independent advisors managing over $256 billion in assets, 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 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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Belma C

Series 66

Clarksdale, MS

Cetera

Belma Cager is a financial advisor at Cetera with 15 years of industry experience and holds the Series 66 designation. Her career includes roles at CB&S Financial Services, Concourse Financial Group Securities Inc, and Regions Bank. She serves as a board member of the Clarksdale Chamber of Commerce, participating in local event planning and budgeting. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing diverse program structures and affiliated 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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