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Arthur L

Series 63, Series 66

Austin, TX

Cetera

Arthur Lopez is a financial advisor with Cetera based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His career includes tenures at JP Morgan, Wells Fargo, Merrill, and several credit unions. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, with multiple program options and model portfolios managed both internally and by third parties.

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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Caryn C

Series 66

Austin, TX

Cetera

Caryn Corley Mccaskill is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. She has worked previously at J.P. Morgan Securities, Kestra Advisory Services LLC, and Espira Wealth Management, LLC. Outside of financial advising, she owns Blue Suede Photography and operates a meetup group for women called Holding Spaces. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with 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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Aaron P

Series 63, Series 65

Austin, TX

Cetera

Aaron Persons is a financial advisor with Cetera in Austin, TX, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His work history includes roles at Cetera since 2023 and prior service at CUSO Financial Services and University Federal Credit Union. Outside of his advisory work, he provides educational and nature-based experiences for families and children at Candlelight Ranch. 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 independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services across multiple 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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