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Erin S

CFP®, Series 66

Austin, TX

Cetera

Erin Smith is a CFP® professional with two years of industry experience, currently affiliated with Cetera. Her background includes roles at Purcell Financial Solutions Group and several Cetera entities. Outside of her advisory work, she serves as vice president of education for the Austin Women's Toastmasters Club, where she organizes member activities and supports speech contests. Cetera Investment Advisers LLC is a nationwide firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets through a network of 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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Paul P

Series 63, Series 65

Austin, TX

Cetera

Paul Purcell is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been associated with Cetera and its affiliated entities since 2013 and owns In The Zone Sports Cards, a business focused on buying and selling sports cards online. Purcell also serves as president of the South Austin Little League. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform that provides access to affiliated and third-party 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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