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Donald K
Series 63, Series 65
Dacula, GA
Cetera
Donald Kemp is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been associated with Cetera and Cetera Wealth Services since 2016. Kemp also operates several insurance-related businesses, including fixed insurance and risk advisory services, focusing on life, health, disability, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charities, and institutions through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Gerald B
CFP®, PFS™, Series 63
Bellevue, KY
Cetera
Gerald Barone is a CFP® and PFS™ with 28 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services before joining Cetera in 2025. In addition to his advisory work, he is a Certified Public Accountant involved in tax preparation and accounting through his own firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management and financial planning through a large network of independent advisors and a multi-manager platform with a range of program options and custodial relationships.
Kenneth A
Series 63, Series 65, Series 66
Augusta, GA
Cetera
Kenneth Adcox II is a financial advisor at Cetera with four years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at Regions Bank for nine years. He also volunteers with a youth baseball league and serves on the finance committee at Wesley United Methodist Church. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and a network of over 10,000 advisors.
Zachary S
Series 66
Minneapolis, MN
Cetera
Zachary Stockdale Green is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Box Financial Advisors, where he also serves as a business processing specialist. Green is based in Minneapolis, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Maxwell M
Series 63, Series 66
Cleveland, OH
Cetera
Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.
Justin V
Series 66
Beaverton, OR
Cetera
Justin Vanaken is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has worked at Cetera Investment Advisors and Cetera Wealth Services since 2025. Outside of his advisory role, he is a tax associate at Pinnacle Tax & Financial Services, where he prepares tax returns and performs administrative and IT duties. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party managers across multiple program structures.
Christine P
Series 63, Series 65
Minnetonka, MN
Cetera
Christine Peterson is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has worked at Cetera since 2019 and has prior experience with Bremer Bank, Raymond James Financial Services, and LIVE Wealth Planners, a business she continues to own and operate. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored 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 maintains over $256 billion in assets under management.
Michael J
Series 66
Phoenix, MD
Cetera
Michael Jones Jr. is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Fidelity, Avantax, Bank of America, Merrill, and Bluemount Financial. Outside of his advisory career, he operates Sonic Squirrel Productions, providing video editing and music composition services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, financial planning, and access to third-party money managers.
Charbel O
Series 63
North Brunswick, NJ
Cetera
Charbel Ojeil is a financial advisor with Cetera who holds the Series 63 designation and has 28 years of industry experience. His prior roles include positions at Voya Financial Advisors, New England Securities, and Liberty Tax Service. Outside of his advisory work, Ojeil is a council member and volunteer at St. Shorbel Church and owns a tax preparation business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.
Kyle B
Series 63, Series 65
Walnut Creek, CA
Cetera
Kyle Branham is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to joining Cetera in 2019, he worked at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory role, he is CEO and co-owner of GameStars, a third-party platform for video games, and serves as Director of Analytics at SpikeWeek.com, where he develops statistical models and writes about fantasy football. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors, with access to multiple program platforms and third-party money managers.
Julie B
CFP®, Series 66
Falls Church, VA
Cetera
Julie Bradsher is a CFP® certificant with 19 years of experience in the financial services industry. She is currently with Cetera and has prior experience with Avantax and 1st Global Advisors. Outside of her primary advisory role, she serves as Vice President of Sales and Marketing at Bay Business Group, a financial services firm she has been involved with since 2004. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a large network of independent advisors and serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various investment program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.
Brendan D
Series 66
San Diego, CA
Cetera
Brendan Davis is a financial advisor with Cetera in San Diego, CA, holding a Series 66 credential and 13 years of industry experience. He has worked at several firms, including Merrill, Edward Jones, and Nationwide Investment Services Corporation. Outside of advising, he serves as a notary for client documents. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.
Andrea H
Series 66
Warrensburg, MO
Cetera
Andrea Houseworth is a financial advisor at Cetera with five years of industry experience. She holds the Series 66 designation and has worked with Murdock Banner Financial Group LLC and Cetera Advisors LLC in various capacities since 2013. Outside of her advisory role, she serves on the advisory board of the University of Central Missouri's Finance Department and is a member of local military and community committees in Warrensburg, MO. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving 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 with access to affiliated and third-party managers.
Yun B
Series 63, Series 66
City of Industry, CA
Cetera
Yun Bai is a financial advisor at Cetera with seven years of industry experience. Bai holds Series 63 and Series 66 licenses and has worked previously at institutions including Citigroup, UBS Financial Services, Wells Fargo, HSBC, J.P. Morgan, and Bank of America. Bai is based in City of Industry, California. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to affiliated and third-party strategies.
Sean K
Series 65, Series 63
Mililani, HI
Cetera
Sean Kleeman is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has nine years of industry experience. He has previously worked with Avantax Advisory Services and related entities and has operated The Kleeman Corporation, a tax, bookkeeping, payroll, and business consulting firm, since 2004. Outside of his advisory role, Kleeman serves as a Director of the Mililani Town Cluster 35 Homeowners' Association and is a board member and treasurer of the Central Oahu Senior Day Care Association. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management options, financial planning, and access to various third-party money managers.
George K
Series 66
Melville, NY
Cetera
George Klueg is a financial advisor with Cetera, holding a Series 66 designation and 27 years of industry experience. He has been with Cetera and its affiliates since 1999 and maintains several business activities outside of advising, including ownership of accounting firms and serving as treasurer for a homeowners association and a local church. Klueg also has a background in tax preparation through multiple CPA entities. Cetera Investment Advisers LLC is an 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 portfolio management and retirement services, utilizing a multi-manager platform that includes both affiliated and third-party investment options.
David T
Series 63, Series 65
Lawton, MI
Cetera
David Taplin is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 17 years of industry experience. He has worked at Cetera since 2019 and has prior experience with Summit Financial Group and Bankers Life and Casualty Company. Outside of advisory work, he is involved in Medicare supplement insurance sales, tax preparation services, and operates a small farm business. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.
Aaron R
Series 63, Series 65
Grand Rapids, MN
Cetera
Aaron Roessler is a financial advisor with Cetera in Grand Rapids, MN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has previously worked with Avantax Advisory Services and runs Roessler Financial Services and Roessler & Co Ltd, which provides insurance and accounting services. He is also an independent insurance agent offering health insurance and other insurance products to clients. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various program options and third-party money managers.
Janelle S
Series 65
South Bend, IN
Cetera
Janelle St Clair is a financial advisor with Cetera, holding a Series 65 credential and four years of industry experience. Her career includes roles at Securian Financial Services, Shoemaker, Korhorn Financial Group, and Socha Financial Group. She is based in South Bend, Indiana. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms through a multi-manager platform that supports both discretionary and non-discretionary strategies.
Connor Bo W
Series 66
Duncan, OK
Cetera
Connor Bo Winters is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. Prior to joining Cetera, he worked in engineering roles, including as a fire protection engineer at Black and Veatch. Winters combines his engineering background with financial services through his roles at YS Asset Management and Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide 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.
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