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Brian B

CFP®, Series 63, Series 65

Charlotte, NC

Cetera

Brian Benatovich is a CFP® professional with 11 years of industry experience. He currently works at Cetera and has previously been associated with firms including LPL Enterprise, Prudential Insurance Company of America, and Bankers Life. Outside of his advisory role, Benatovich serves as a volunteer board member and financial committee member for the Charlotte Curling Association, a nonprofit sports club. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base, including individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with 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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Jabbar J

Series 63, Series 66

Charlotte, NC

Cetera

Jabbar Jamison is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at MassMutual Investors Services, New York Life, and BB&T. Outside of advising, he has a minority ownership interest in an energy drink company, Premier Manufacturing LLC/Zenedge. 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing over $256 billion in assets.

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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Centario G

Series 63, Series 65

Charlotte, NC

Cetera

Centario Grier is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Mass Mutual Investors Services and NYLIFE Securities, among other firms. Grier is a 50% owner of J&G Legacy Financial Group LLC, which operates for Cetera business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse 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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Frank S

Series 63, Series 66

Charlotte, NC

Cetera

Frank Summers is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 licenses and 16 years of industry experience. He previously worked at Edward Jones and has been with Cetera since 2020. Outside of advising, Summers serves on the board of Monroe Road Advocates and the executive committee of Rainbow Foster Network, and teaches as an adjunct professor for the American College, focusing on life insurance education. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform featuring both affiliated and third-party models.

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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Matthew K

Series 66

Charlotte, NC

Cetera

Matthew Knight is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones. Outside of his advisory role, he serves as an at-large board member for the Forest Hills Swim Club in Lancaster County. Cetera Investment Advisers LLC is an SEC-registered firm that provides a wide range of investment and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management options and investment platforms, managing over $256 billion in assets.

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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Nicholas B

Series 63, Series 65

Charlotte, NC

Cetera

Nicholas Batten is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and eight years of industry experience. He joined Cetera in 2019 after working briefly at Foresters Financial Services and earlier employment including Bass Pro Shops and UNC Charlotte. Outside of his advisory role, he is a co-owner of CNL Management, LLC, a family-owned rental property business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a large nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options, providing discretionary and non-discretionary portfolio management and financial planning services.

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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Stephanie D

Series 66, Series 63

Charlotte, NC

Cetera

Stephanie Diaz is a financial advisor with Cetera in Charlotte, NC, holding Series 63 and Series 66 designations and nine years of industry experience. She has been with Cetera and its affiliated entities since 2019 and previously worked at Foresters Advisory Services and LPL Financial LLC. Outside of her advisory role, she is involved in sales of medical grade alkaline water ionization solutions through ENAGIC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services, operating a multi-manager platform with access to affiliated and third-party managers across 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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Qutevia W

Series 66

Charlotte, NC

Cetera

Qutevia Weaver is a Series 66 licensed financial advisor at Cetera with nine years of industry experience. Her prior roles include positions at Bank of America, Truist Investment Services, and BB&T. Outside of her advisory work, she owns and operates a financial literacy education company and a scholarship foundation. Cetera Investment Advisers LLC serves a broad client base that includes 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 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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Sindy W

Series 63, Series 66

Charlotte, NC

Cetera

Sindy Wylie is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. She has been with Cetera and its affiliated entities since 2019, following long tenures at Foresters Financial Services and Foresters Advisory Services. Outside of her advisory role, Wylie is a certified divorce financial analyst and serves on the boards of the Charlotte Collaborative Divorce Professionals and the American Cancer Society. Cetera Investment Advisers LLC is a nationwide SEC-registered firm supporting individuals, retirement plans, corporate, charitable, and institutional clients through a variety of portfolio management and financial planning services. The firm operates a multi-manager platform that offers a range of program options and access to affiliated and third-party managers, overseeing more than $256 billion in assets through a large network of 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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Antonius H

CFP®, Series 66

Charlotte, NC

Cetera

Antonius Hendrix is a CFP® professional with eight years of industry experience, currently affiliated with Cetera. His prior experience includes seven years at Edward Jones and roles at Charlotte Business Advisors LLC and SPGPrints. 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 and financial planning services and operates a multi-manager platform with access to various program structures 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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Frances W

CFP®, Series 63, Series 66

Charlotte, NC

Cetera

Frances Worthington is a CFP®-certified financial advisor with 23 years of industry experience, currently working at Cetera in Charlotte, NC. She has held roles at several firms, including MassMutual Life Insurance Company and Park Avenue Securities. Worthington serves as president of the Society of Financial Services Professionals and is a board member of Women in Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of 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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