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Joseph K
Series 66
Cleveland, OH
Cetera
Joseph Kean is a financial advisor with Cetera, holding a Series 66 license and with 22 years of industry experience. He has worked with Cetera and associated entities since 2014. Outside of advisory services, he serves as a board member for Bentley Park HOA in Avon, Ohio. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services and access to third-party money managers.
Maxwell M
Series 63, Series 66
Cleveland, OH
Cetera
Maxwell Miotke is a financial advisor at Cetera with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Fidelity Investments and Nitor Partners. He also provides administrative support at Vantage Financial Group. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.
Robert B
Series 66
Cleveland, OH
Cetera
Robert Baitt is a financial advisor at Cetera with 13 years of industry experience and a Series 66 credential. His career includes roles at Morgan Stanley and JP Morgan Chase, and he currently serves as a financial advisor at Vantage Financial Group, Inc. Outside of advising, he owns DB Floors LLC, a residential flooring business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform with both affiliated and third-party managers.
Michael C
Series 63, Series 65
Cleveland, OH
Cetera
Michael Cunningham is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Cetera and its related entities since 2018. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services. Cunningham also serves as an OSJ principal and compliance principal for other financial and advisory businesses. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of investment and retirement services with various portfolio management options, leveraging multiple program structures and third-party managers.
Rogelio R
Series 66
Cleveland, OH
Cetera
Rogelio Rangel is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked with Cetera Wealth Services, LLC since 2018 and has prior experience at Envestnet Inc. In addition to his advisory role, he is a registered representative at Vantage Financial Group, Inc. and participates as an administrative assistant with Vantage Settlement Advisory Group, assisting with class action administration. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse 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, providing access to affiliated and third-party investment strategies across various program structures.
Heather W
Cleveland, OH
Cetera
Heather Wilson is a financial advisor with Cetera in Cleveland, OH, holding 21 years of industry experience. She has served in advisory and supervisory roles at Vantage Financial Group since 2014 and is also an advisory representative at FM Strategies. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services, utilizing various program structures and affiliations.
Maureen B
Series 63
Cleveland, OH
Cetera
Maureen Beno is a financial advisor with Cetera, holding a Series 63 designation and 25 years of industry experience. She has worked at Cetera Wealth Services, LLC and Vantage Financial Group, Inc. during her career. Outside of advising, she serves as the treasurer for a nonprofit organization called Super Heroes to Kids in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 various third-party money managers.
Sheldon K
Series 63
Cleveland, OH
Cetera
Sheldon Katz is a financial advisor with Cetera and holds a Series 63 designation. He has 27 years of industry experience, including 26 years with Edward D. Jones & Co., L.P. He is also engaged as an insurance agent selling fixed insurance products and provides financial services through Vantage Financial Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and a range of program structures supported by a nationwide network of independent advisors.
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