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Antowon S

Series 66

Dallas, TX

Cetera

Antowon Shade is a financial advisor with Cetera in Dallas, TX, holding a Series 66 designation and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank and Fidelity Investments. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, 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 multi-manager platform with access to affiliated and unaffiliated 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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Trent N

Series 66

Dallas, TX

Cetera

Trent Nelson is a financial advisor at Cetera with 19 years of industry experience and holds a Series 66 designation. He has worked with Sagepoint Financial Inc for 13 years prior to joining multiple Cetera entities in 2025. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies with over $256 billion in assets under management.

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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Amber K

Series 63, Series 66

Dallas, TX

Cetera

Amber Khan is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 19 years of industry experience. Her prior roles include positions at Avantax Investment Services, Inc. and 1st Global Capital Corp. Outside of her advisory work, she is involved with a business called Signs_CutYourWay. 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 consulting services through a nationwide network of advisors, employing a multi-manager platform that includes affiliated and third-party managers as well as bespoke 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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Jamal B

Series 66

Dallas, TX

Cetera

Jamal Blanton is a financial advisor at Cetera with 13 years of industry experience and holds the Series 66 designation. He has worked with multiple affiliated entities of Cetera since 2024 and previously spent 12 years at 1st Global Capital Corp and four years with Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm providing services through a large network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with access to both affiliated and third-party managers across various 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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Christy D

Series 63, Series 66

Dallas, TX

Cetera

Christy Davis is a financial advisor at Cetera with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Fisher Investments and J.P. Morgan Securities LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified investment management solutions through a multi-manager platform, combining affiliated model portfolios, third-party managers, and custom 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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Laura B

CFP®, Series 63

Dallas, TX

Cetera

Laura Beddor is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Cetera. Her prior experience includes more than a decade at Ameriprise Financial Services and several roles at Avantax Advisory Services and related entities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering diverse investment program structures and supervisory 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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Jahangir S

Series 63, Series 66

Dallas, TX

Cetera

Jahangir Sultan is a financial advisor with Cetera based in Dallas, TX, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He previously worked with Avantax Advisory Services, New York Life, Scottrade, Fidelity, and Morgan Stanley. Outside of his advisory role, Sultan provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring affiliated and third-party model portfolios and various 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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Sharon H

Series 66

Dallas, TX

Cetera

Sharon Hanberry is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. She previously worked for Avantax Advisory Services and Avantax Investment Services Inc. Outside of her advisory role, she leases mineral rights on her home property. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform that includes both affiliated and third-party 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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Brett M

Series 63, Series 66

Dallas, TX

Cetera

Brett Moody is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked at several Cetera entities since 2024 and previously spent six years with Avantax Investment Services and ten years with 1st Global Capital Corp. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and various program structures, 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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Kyle B

CFA®, Series 66

Dallas, TX

Cetera

Kyle Bach is a CFA® charterholder with six years of industry experience, currently affiliated with Cetera in Dallas, TX. His prior experience includes roles at J.P. Morgan Securities LLC and Avantax Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing multiple program structures and custodial relationships with over $256 billion in assets under management.

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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Derrick G

Series 63, Series 65, Series 66

Dallas, TX

Cetera

Derrick Gallion Jr is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Charles Schwab, TD Ameritrade, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm that offers a range of portfolio management and consulting services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with access to affiliated and third-party managers, serving over 800,000 clients 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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Nona R

CFP®, Series 63, Series 65

Dallas, TX

Cetera

Nona Rosa is a CFP® professional with 29 years of industry experience, currently advising clients at Cetera in Dallas, TX. She has held roles at multiple Cetera entities since 2025 and previously worked with Avantax Advisory Services and 1st Global Capital Corp. Her background spans both advisory and investment services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate, charitable, 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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Daniel S

Series 63, Series 66

Dallas, TX

Cetera

Daniel Shepherd is a financial advisor at Cetera with 17 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Charles Schwab & Co., Inc., Robinhood Financial, LLC, and Altruist Financial LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers under discretionary and non-discretionary authorities.

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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Jeremy W

Series 63, Series 66

Dallas, TX

Cetera

Jeremy Wheeler is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has worked with various Cetera entities since 2024 and previously spent 19 years at Avantax Investment Services, Inc. based in Dallas, TX. Cetera Investment Advisers LLC is a large SEC-registered firm serving 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 multi-manager platform that includes affiliated and third-party managers, with more than 10,000 advisors managing assets exceeding $256 billion.

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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Brandon G

Series 63, Series 66

Dallas, TX

Cetera

Brandon Gonzalez is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Ascensus LLC and Fidelity Brokerage Services LLC. Cetera Investment Advisers is an SEC-registered firm serving individuals, retirement plans, 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.

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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Debra B

Series 63, Series 65

Dallas, TX

Cetera

Debra Brooks is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Her work history includes positions at Wells Fargo Advisors and Avantax Advisory Services prior to joining Cetera. 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 multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account 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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Betty D

Series 63, Series 66

Dallas, TX

Cetera

Betty Duffield is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Avantax Advisory Services and 1ST Global Capital Corp. Outside of her advisory role, she is involved in operating a family farm with her husband. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a diverse multi-manager platform with discretionary and non-discretionary 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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Brett V

Series 63, Series 66

Dallas, TX

Cetera

Brett Valderas is a financial advisor with Cetera in Dallas, TX, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with various Cetera entities since 2024 and was previously associated with Avantax Advisory Services and other firms. Outside of his advisory role, he assists realtors with open houses and showings through a referral business. 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 range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers across discretionary and non-discretionary platforms.

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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Erika L

Series 66

Dallas, TX

Cetera

Erika Landavazo is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked at several firms, including Northern Trust, Bank of America, Merrill, and Avantax Investment Services. Landavazo is involved with Community Bridges, Inc. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both affiliated and 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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Pamela M

Series 63

Dallas, TX

Cetera

Pamela Manuel is a financial advisor with Cetera, holding a Series 63 designation and bringing 24 years of industry experience. Her career includes roles at Avantax Investment Services and INVEST Financial Corp., among others. She is also involved with KCS Wealth Advisors, LLC and Kore Financial Group, where she provides wealth management services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, 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 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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