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Brett C
CFP®, Series 66
Cary, NC
Cetera
Brett Campbell is a financial advisor at Cetera with 18 years of industry experience. He holds the CFP® designation and Series 66 license. Brett is also the owner of Brett Campbell LLC, an entity established for personal tax strategy, and serves as an investment committee member for Apex Baptist Church, where he assists with financial recommendations and asset allocation decisions. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
Daniel M
Series 66, Series 63
Cary, NC
Cetera
Daniel Mc Entee is a financial advisor with Cetera, holding Series 66 and Series 63 designations and seven years of industry experience. He has worked with several branches of Cetera since 2021 and has a long-standing career in insurance, including roles as president and manager at multiple insurance agencies. Outside of advising, he is involved in property casualty insurance sales and administrative activities within financial planning firms. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and retirement services through a multi-manager platform that combines affiliated and third-party managers with various program structures and custodial relationships.
Jason S
Series 66
Cary, NC
Cetera
Jason Shore is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera and its affiliated firms since 2013. In addition to his advisory role, Shore is involved with Adams Financial, a financial services DBA, and holds an insurance agent position selling life and annuities. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning services with access to multiple program structures, third-party managers, and automated investment solutions.
John A
CFP®, Series 66
Cary, NC
Cetera
John Adams II is a CFP®-certified financial advisor with 18 years of industry experience, currently practicing at Cetera. He has held roles at Cetera Wealth Services, LLC since 2013 and operates John Adams, LLC, focusing on personal tax strategy. Outside of his advisory work, he volunteers as a budget counselor for Hope Community Church and coaches youth basketball with Carolina Legend. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Nathaniel C
Series 66
Cary, NC
Cetera
Nathaniel Coats is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2015. In addition to his advisory role, Coats is active as an insurance agent specializing in fixed insurance products, including life and annuities. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.
Lyn A
CFP®, Series 63, Series 65, Series 66
Cary, NC
Cetera
Lyn Adams Jr. is a CFP® professional with over 31 years of experience in the financial services industry, currently affiliated with Cetera since 2023. He has previously been associated with Cetera Wealth Services, LLC and worked at Lowes Grove Middle School. Outside of his advisory work, he owns and directs a basketball academy and serves as a youth basketball coach and board member for a competitive youth basketball organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, retirement services, and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.
Justin G
CFP®, Series 63, Series 66
Cary, NC
Cetera
Justin Groce is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has been with Cetera and Cetera Wealth Services, LLC since 2013. Outside of his primary advisory role, he operates Adams Financial, a financial services DBA, and also works as an insurance agent selling annuities. 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 range of portfolio management and consulting services through a multi-manager platform with access to various third-party managers and investment strategies.
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