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Sarah B

Series 66

Bradford, PA

Cetera

Sarah Boser is a financial advisor at Cetera with four years of industry experience. She holds the Series 66 designation and has worked at various Cetera entities since 2022. Outside of her advisory role, she serves on the school development committee for Bradford Area Christian Academy and is an auxiliary member of the Frances Sherman Auxiliary to VFW Post 212. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and a multi-manager platform.

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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Linda M

CFP®, ChFC®, Series 63

Bradford, PA

Cetera

Linda Maley is a CFP® and ChFC® with 32 years of experience in the financial services industry. She is currently affiliated with Cetera and has previously worked with Avantax Insurance Agency and other financial firms. In addition to her advisory role, she is an enrolled agent providing tax preparation services through Fox Holdings Inc. Cetera Investment Advisers LLC serves a broad client base including 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 that provides access to affiliated and third-party managers with both 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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