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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.

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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Daniel M

Series 66, Series 63

Cary, NC

Cetera

Daniel Mc Entee is a financial advisor at Cetera with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various capacities within Cetera and related entities since 2021. Outside of advisory work, he serves as president of Investment Works Insurance Services, Inc., a property casualty insurance sales business. Cetera Investment Advisers LLC is an SEC-registered firm 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 nationwide network of over 10,000 advisors and features a multi-manager platform with access to affiliated and third-party investment 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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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.

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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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.

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 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.

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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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.

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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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.

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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