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Peter A
Series 63, Series 65
Jersey City, NJ
Cetera
Peter Antonucci III is a financial advisor at Cetera with six years of industry experience. He holds the Series 63 and Series 65 designations. His prior roles include positions at MML Investors Services LLC and Massachusetts Mutual Life Insurance Company. 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 variety of portfolio management and financial planning services and operates a multi-manager platform supporting both discretionary and non-discretionary account management.
David Y
Series 63, Series 65
Falls Church, VA
Cetera
David Yeakel Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and has 35 years of industry experience. He has been associated with Cetera and its affiliates since 2013 and has operated Yeakel And Associates, a CPA firm, since 1989. In addition to his advisory work, he owns and manages a financial services DBA and a CPA firm. Cetera Investment Advisers LLC serves 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 with access to affiliated and third-party managers.
Gunnar L
CFP®, Series 63
Aldie, VA
Cetera
Gunnar Laasanen is a CFP® with nine years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Northwestern Mutual Wealth Management Company and several other financial firms. He serves on the board of Hope For Grieving Families, a charity supporting local families coping with loss. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, and institutional clients. The firm supports a range of investment strategies with over 10,000 advisors and approximately $256 billion in assets under management.
James W
CFP®, Series 63, Series 65
Wilmington, DE
Cetera
James Whisman Jr. is a CFP® professional with over 22 years of experience, currently serving at Cetera since 2023, and previously with Cetera Wealth Services and Wharton Management Group. He also operates a CPA practice focused on tax preparation and planning and serves as an educator for local nonprofit organizations related to natural history and Swedish settlements in Delaware. Additionally, he holds a treasurer position with the City of New Castle. Cetera Investment Advisers LLC is an SEC-registered advisory 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 financial planning services, operating as a multi-manager platform with diverse program options and over $256 billion in assets under management.
Elizabeth B
Series 66
Ocala, FL
Cetera
Elizabeth Blackburn is a financial advisor at Cetera with eight years of industry experience. She previously worked at Infinex Investments, Inc. and Community Bank & Trust of Florida. She is a Series 66 license holder and owns a business providing Medicare solutions for clients aged 65 and older. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.
Christopher P
Series 66
Mount Arlington, NJ
Cetera
Christopher Perrotta is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and previously worked at Avantax and 1st Global Advisors. Outside of advising, he serves as treasurer for the Vernon Township Little League and is involved with the Sussex County YMCA. Cetera Investment Advisers LLC is a large 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 through multiple program structures and affiliations.
Thomas F
CFP®, Series 63, Series 65
Hudson, MA
Cetera
Thomas Fisher is a CFP® professional with 38 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Sagepoint Financial, Inc. and LEGACY FINANCIAL Advisors, INC. Since 1991, he has also worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering various portfolio management and financial planning services through a nationwide network of independent advisors.
Brian K
CFP®, ChFC®, Series 63, Series 66
Fife, WA
Cetera
Brian Kampbell is a financial advisor at Cetera with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Cetera since 2021, with prior roles at VOYA Financial Advisors and other financial services firms. Kampbell also serves as a board member at Bellarmine Preparatory School. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various portfolio management approaches, including model portfolios, third-party managers, and custom strategies.
Shaun S
Series 66
Mantua, OH
Cetera
Shaun Soukenik is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Farmers National Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, institutional, and retirement plan clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with various program options and custodial relationships.
Kristian C
Series 63, Series 66
Woburn, MA
Cetera
Kristian Coffey is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has previously worked with Banc of America Investment Services, Investors Capital Corp., and Cetera Advisors LLC. Coffey is also co-owner of Legacy Wealth Management, a financial services firm based in Woburn, MA. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers.
Kaosheng L
Series 63, Series 66
San Gabriel, CA
Cetera
Kaosheng Lin is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at LPL Financial and Cathay Bank, where he has worked since 2015. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with options ranging from automated allocations to bespoke strategies.
Eric B
Series 66
St Cloud, MN
Cetera
Eric Bauer is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has been with Cetera and its affiliated entities since 2011. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary investment strategies.
Dennis D
Series 65
New Hope, MN
Cetera
Dennis Dane is a financial advisor with Cetera, holding a Series 65 credential and three years of industry experience. He previously worked at Avantax Advisory Services for three years. Outside of his advisory role, he manages a full-service CPA firm, Dane Tax Solutions, LLC, and serves as a trustee at Oak Grove Church, where he assists with financial reconciliation and budget formation. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.
Russell L
Series 63
Dix Hills, NY
Cetera
Russell Lusterman is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked at Cetera since 2004. In addition to his advisory role, he owns and operates two CPA firms providing accounting, tax preparation, and bookkeeping services, and he is also a notary. 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 various investment and financial planning services through a multi-manager platform with access to both affiliated and unaffiliated managers.
Melissa D
Series 66
Parker, CO
Cetera
Melissa De Lodder is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has worked with firms including LPL Financial and Summit Brokerage Services. She has been associated with various Cetera entities since 2019. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to third-party money managers across various program structures and custodial relationships.
Jeffrey B
Series 66
St Cloud, MN
Cetera
Jeffrey Benda is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Wells Fargo Advisors and Granite Community Bank. Cetera Investment Advisers LLC is an SEC-registered adviser 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 with various program options and custodial relationships.
Christopher P
Series 63, Series 65
Tyler, TX
Cetera
Christopher Petty is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 37 years of industry experience. His prior roles include positions at Voya Financial Advisors and Momentum Financial Group, as well as operating as a CPA and independent insurance agent. Petty maintains a CPA practice specializing in tax and litigation support services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporations, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and $256 billion in assets under management.
Catherine W
CFP®, Series 63
Amarillo, TX
Cetera
Catherine Wilson is a CFP®-designated financial advisor with 41 years of industry experience, currently with Cetera. She has worked with Cetera and its affiliated entities since 2013 and operates her own business, C.S. Wilson & Associates, since 1985. Outside of advisory services, she also performs notary public duties and serves as a financial professional for Education Credit Union, where she assists with client referrals. Cetera Investment Advisers LLC serves individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and consulting services.
Douglas H
Series 66
Wilmington, IL
Cetera
Douglas Hughes is a financial advisor at Cetera with 18 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Advisors and Edward Jones. Outside of his role at Cetera, he co-owns Hughes & Hughes Financial Advisors, Inc. and is the owner of Hughes Investment Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers.
John G
ChFC®, Series 63
Whitehall, PA
Cetera
John Giancaterino Jr. is a ChFC® with 42 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at VOYA Financial Advisors and managing his own firms, Giancaterino and Associates and WealthWorks Financial, LLC. He is also involved in fixed insurance product sales and life settlements through his independent insurance agency. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with multiple program structures and affiliations.
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