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Colin T

Series 63, Series 65

Canonsburg, PA

Cetera

Colin Tooey is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at firms including New York Life Insurance Company and MML Investors Services. Outside of his advisory role, Colin serves as president of the BNI Networking Three Rivers Chapter. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, using a multi-manager platform that includes 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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Nathaniel C

Series 63, Series 66

Canonsburg, PA

Cetera

Nathaniel Carulli is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Green Holdings LLC and Foresters Financial Services. Outside of his advisory work, he is involved in coaching baseball at the community level. 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 multi-manager platform with both discretionary and non-discretionary portfolio management, financial planning, 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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Tyler M

Series 63, Series 66

Canonsburg, PA

Cetera

Tyler Mcafoose is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera since 2019, following several years at Foresters Financial Services and Foresters Advisory Services. Outside of his advisory role, he is a 34% owner in a real estate rentals and flips business. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 access to 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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Amanda D

Series 66

Canonsburg, PA

Cetera

Amanda Dragan is a financial advisor at Cetera with five years of industry experience. She holds a Series 66 designation and previously worked at Citizens Securities, Inc. and Central Office Products (DBA Wireless Zone). Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting 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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Corey O

Series 66

Canonsburg, PA

Cetera

Corey Oltyan is a financial advisor at Cetera with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Pruco Securities LLC and Axa Advisors LLC. Cetera Investment Advisers LLC is a nationwide 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 through a multi-manager platform with 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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Cassandra F

Series 63, Series 65

Canonsburg, PA

Cetera

Cassandra Finley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Cetera and Cetera Investment Services LLC since 2019. Outside of her advisory work, she serves as Treasurer and Dual Signor for the ZTA Wheeling Alumnae Chapter. 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 range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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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Shaun S

CFP®, Series 63, Series 65

Canonsburg, PA

Cetera

Shaun Sweeney is a CFP® professional with 12 years of industry experience, currently serving at Cetera since 2019. His prior roles include positions at Foresters Advisory Services and Mutual of Omaha. Outside of finance, he is an author of an eBook sold on Amazon and a photographer who donates all proceeds from print sales to a local cancer center. Cetera Investment Advisers LLC is an SEC-registered firm offering a wide range of services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides portfolio management, financial planning, and access to multiple investment strategies through a multi-manager platform with both 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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Adam R

Series 63, Series 65

Canonsburg, PA

Cetera

Adam Rekasie is a financial advisor with Cetera based in Canonsburg, PA. He holds Series 63 and Series 65 designations and has 19 years of industry experience. Prior to joining Cetera in 2023, he worked at Citizens Securities, Inc. from 2016 to 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets through 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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Bethany M

Series 63, Series 66

Canonsburg, PA

Cetera

Bethany Mitcheltree is a financial advisor at Cetera with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Cetera and its affiliates since 2019, following prior roles at Foresters Advisory Services and Foresters Financial Services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $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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Steven H

Series 63, Series 66

Canonsburg, PA

Cetera

Steven Hicks is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera since 2019. Prior to that, he was with Foresters Financial and Foresters Advisory Services LLC for a combined 24 years. Outside of his advisory role, Hicks serves as an advisory board member for White Oaks Assisted Living and is active with the Lost Creek United Methodist Church and Lost Creek Lions Club in various administrative and leadership capacities. 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 financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, with over $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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Jeffrey R

Series 63, Series 66

Canonsburg, PA

Cetera

Jeffrey Russo is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and affiliated entities since 2019, with prior experience at AllState Insurance Company. Outside of his advisory role, he serves as a board member for the Water and Sewage Municipal Authority for Plum Borough. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of advisors and provides access to various investment strategies and platforms.

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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Melissa P

Series 63, Series 65

Canonsburg, PA

Cetera

Melissa Pikul Clemens is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, she serves as Marketing Chair and Co-Chair for Women for Economics & Leadership Development and is a volunteer board member for the Ronald McDonald House of Pittsburgh. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse 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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Andrea T

Series 65, Series 63

Canonsburg, PA

Cetera

Andrea Trice Bird is a financial advisor with Cetera Investment Services LLC, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Cetera since 2019 and previously at Foresters Advisory Services LLC and Foresters Financial Services. Outside of her advisory work, she is an independent beauty consultant with Mary Kay Inc. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and more than $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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