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Ryan H

Series 66

Plymouth, MI

Cetera

Ryan Hoff is a financial advisor with Cetera in Plymouth, MI, holding a Series 66 designation and 18 years of industry experience. His prior work includes six years at PNC Investments and several years with Cetera Wealth Services. He is also affiliated with Horizon Advisors, where he provides financial services, and has experience in the sale of fixed insurance products. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to a diverse client base, including individuals, employer-sponsored plans, and institutional accounts. The firm supports a range of investment strategies through discretionary and non-discretionary programs and serves over 800,000 clients across more than 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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Thomas L

Series 63

Hopewell Junction, NY

Cetera

Thomas Langtry is a financial advisor with Cetera, holding a Series 63 designation and over 31 years of industry experience. He has been affiliated with Cetera and its related entities since 2005 and also owns Langtry Tax & Financial LLC, providing accounting and tax preparation services. Langtry serves as a board member of the Hampton Glen Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and utilizes both affiliated and third-party model portfolios.

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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Nicholas L

Series 66

Worcester, MA

Cetera

Nicholas Leone is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Archstone Financial, The Annex Club, and entrepreneurial ventures such as Pizza Wave and The Landing Cafe. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a variety of 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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Jess H

CFP®, Series 63

Cuyahoga Falls, OH

Cetera

Jess Hurst II is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Advisors LLC since 2013 and leads Impel Wealth Management as its president. Outside of his advisory work, Hurst is an author and publisher, with involvement in community organizations including the Akron Community Foundation and United Way Summit-Medina. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment 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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Erik T

CFP®, Series 66

Roseville, CA

Cetera

Erik Truxal is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with Cetera and has previously worked at Edward Jones and LPL Financial. He also operates Truxal Wealth Management. Cetera Investment Advisers LLC serves a nationwide network of independent advisors and offers a variety of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional 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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Dustin D

Series 66

Hickory, NC

Cetera

Dustin Deal is a financial advisor with Cetera, holding a Series 66 credential and 23 years of industry experience. He has previously worked at Voya Financial Advisors and has been with Cetera and its affiliated entities since 2014. Outside of his advisory role, he serves as president of the Hutton Estate Homeowners Association, leading board meetings and working with property management and legal counsel. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers, 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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Bruce B

ChFC®, Series 63, Series 65

Orlando, FL

Cetera

Bruce Broussard is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include long-term positions with Securian Financial Services and Minnesota Life Insurance Company. Broussard is also involved in continuing education and business management consulting through entities he participates in alongside his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary services, a range of program options, 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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Christopher A

Series 63, Series 65

Eatontown, NJ

Cetera

Christopher Armstrong is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Charles Schwab, Morgan Stanley, and National Asset Management before joining Cetera in 2022. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers diverse investment management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with a range of program options and supervisory 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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Richard K

Series 66

Fort Lee, NJ

Cetera

Richard Koll is a financial advisor with Cetera based in Fort Lee, NJ, holding a Series 66 designation and 34 years of industry experience. His career includes roles at Infinex Investments, Apple Bank, and Navian Capital Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers portfolio management, financial planning, and access to a range of program platforms, employing a multi-manager approach with discretionary and non-discretionary account 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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Sandra E

Series 63, Series 65

Mesa, AZ

Cetera

Sandra Engstrom is a financial professional with 30 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 licenses and has worked with firms including Evershore Financial Group and Minnesota Life. Outside of advisory work, she is involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $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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David R

Series 63

Germantown, TN

Cetera

David Rochester is a financial advisor with Cetera in Germantown, TN, holding a Series 63 designation and over 30 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2023 and previously worked at Securian Financial Services and Minnesota Life from 1995 to 2023. Outside of his advisory work, he is involved as an agent/broker in fixed insurance sales through the Shoemaker Agency, a role he has held since 2001. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers, and manages over $256 billion in assets across more than 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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Jeffrey B

Series 66

Bloomington, IL

Cetera

Jeffrey Bressner is a Series 66-credentialed financial advisor at Cetera with eight years of industry experience. He previously worked at Midwestern Securities Trading Co. LLC and several regional banks, including First Farmers State Bank and Morton Community Bank. 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 consulting services and operates a multi-manager platform with access to affiliated and third-party managers across various account types and investment programs.

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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Jhordy M

Series 65, Series 63

Iselin, NJ

Cetera

Jhordy Matos is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Cetera, he worked at Sigma Financial Corporation and Family Financial Advisors, Inc. Outside of his advisory role, he works as an Amazon Flex driver. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, 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.

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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Eric M

Series 63, Series 65

Fairborn, OH

Cetera

Eric Murray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2025 and previously spent 26 years with Concourse Financial Group Securities Inc. Murray is also the owner of Moneywise Inc, a financial planning business established in 1999, and serves on the board of the Greene Foundation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to multiple investment platforms 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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Patricia M

Series 66

Raleigh, NC

Cetera

Patricia Mccallop is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at various Cetera entities since 2019, as well as previously at National Planning Corporation from 2010 to 2018. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services across discretionary and non-discretionary 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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Stephen P

ChFC®, Series 63, Series 65

Palm Desert, CA

Cetera

Stephen Parry is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 40 years of industry experience. His prior work includes over two decades at Concourse Financial Group Securities Inc. In addition to securities investments, he offers life, disability, long-term care, and fixed annuity insurance products through his own business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm provides a variety of investment 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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Coty P

Series 66

Laurel, MS

Cetera

Coty Primeaux is a financial advisor at Cetera with 23 years of industry experience. He holds a Series 66 designation and has been with Cetera since 2015. Primeaux serves on the board of Methodist Senior Services, where he participates in reviewing and approving the operations of the retirement community's management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors 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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Marissa C

Series 66

Braintree, MA

Cetera

Marissa Cautino is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and previously worked at VOYA Financial Advisors from 2014 to 2021 before joining Cetera Wealth Services LLC and Cetera. Outside of her advisory role, she volunteers as Communications Chair and Annual Fund Ambassador for Dedham Country Day School. 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 strategies and services delivered through a large 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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Katie G

Series 66

Baton Rouge, LA

Cetera

Katie Gibbons is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, Hancock Whitney Bank, Forvis Mazars LLP, and Red River Bank. Outside of her advisory role, she volunteers as a financial coach, providing basic financial literacy education to single mothers. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving 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 over 10,000 advisors and approximately $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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David W

Series 66

Leola, PA

Cetera

David Wiener is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He is also involved in Smoker Wealth Management LLC and Smoker & Company LLC, the latter providing tax preparation and tax services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving 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 with extensive assets under management and 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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