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Bryan W

Series 66

Columbia, MO

Cetera

Bryan Wiltfong is a financial professional at Cetera with seven years of industry experience. He previously worked at Edward Jones for eight years and currently serves as a financial professional at CCR Wealth Management. Outside of his financial advisory roles, Wiltfong officiates high school wrestling for the Missouri State High School Activities Association. Cetera Investment Advisers LLC provides investment advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform.

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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Jonathan W

Series 63, Series 65

Columbia, MO

Cetera

Jonathan Woodruff is a financial advisor at Cetera with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and Commerce Brokerage Services Inc. Outside of financial services, he is the owner of Taco's Properties LLC, a real estate business. Cetera Investment Advisers LLC is a nationwide firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. 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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Blake S

Series 66

Columbia, MO

Cetera

Blake Sellers is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Landmark Bank N.A. and served as Lay Elder-Treasurer at Redemption's Hill Church, where he handled financial record-keeping. Sellers is also involved with CCR Wealth Management, providing financial services to clients. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 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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