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Brian O

Series 65, Series 63

Chicago, IL

Cetera

Brian O'Shea is a financial advisor at Cetera with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Cetera, he has worked in various roles including law enforcement as a police detective in the Village of Oak Lawn and the City of Chicago. Outside of his advisory work, he is also involved with Megent Financial, assisting with customer accounts. Cetera Investment Advisers LLC is an 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 large network of independent advisors and employs a multi-manager platform with various investment 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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Patrick C

Series 63, Series 65

Chicago, IL

Cetera

Patrick Couch is a financial professional at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual and Minnesota Life Insurance Co. Outside of his advisory role, he serves on the advisory board of Reading in Motion, a Chicago-based nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates 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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Saeed B

Series 63, Series 66

Chicago, IL

Cetera

Saeed Bowens is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at JP Morgan Securities and Avantax Advisory Services. Outside of finance, he operates an independent online retail business focused on pet and plant wellness products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. 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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Preeya K

Series 66

Chicago, IL

Cetera

Preeya Kristol is a financial advisor with Cetera, holding a Series 66 designation and based in Chicago, IL. She has prior experience working at Bernath & Rosenberg and Bayrock Insurance Agency, and has been involved in various financial and community roles since 2016. She has been with Cetera since 2026 and is also associated with several affiliated firms. Cetera Investment Advisers LLC provides a range of portfolio management and financial planning services to individual, corporate, and institutional clients nationwide. The firm operates a multi-manager platform featuring both affiliated and third-party managers, serving over 10,000 advisors and managing more than $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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Ronald W

Series 63, Series 65

Chicago, IL

Cetera

Ronald Whittingham is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at LPL Financial and Opus Wealth Partners, and he is currently managing director of Megent Financial. Outside of finance, he also owns Forty Acres Woods Retreat, a real estate venture. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and planning services through a large network of independent advisors and employs a multi-manager platform with various program options and affiliations.

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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Timothy F

Series 65, Series 63

Chicago, IL

Cetera

Timothy Fitzgibbon is a financial professional at Cetera with 20 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Quiet Light Securities LLC for 17 years, among other firms. Fitzgibbon also operates Megent Financial, a financial services business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and serves over 800,000 clients through 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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Kaitlynn B

Series 66

Chicago, IL

Cetera

Kaitlynn Blough is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked previously at Target and operates Blough Financial Services. In addition to her advisory role, she is a certified yoga teacher at Lifetime Fitness. 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 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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