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David S

Series 63, Series 65

Delray Beach, FL

Cetera

David Schaum is a financial advisor at Cetera with 42 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Oppenheimer & Co. Inc for seven years before joining Cetera in 2023. He is also the managing partner of Schaum Wealth Management, LLC, and serves on the finance committee of the American Association of Care Giving Youth. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients 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 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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Alice B

CFP®, Series 63, Series 65

Delray Beach, FL

Cetera

Alice Baboushkin is a CFP® professional with 34 years of industry experience, currently serving at Cetera since 2024. She has a long-standing role with Pascarella Wealth Partners LLC, where she has been a financial professional since 1991. Her credentials also include the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a large nationwide network serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services and operates 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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David G

Series 63, Series 66

Delray Beach, FL

Cetera

David Grossbard is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at Avantax Insurance Agency, Sylvan Financial Advisors, and The Investment Center, Inc. In addition to his advisory work, he has involvement with Otterstedt Insurance Agency, where he refers clients for property and casualty insurance. Cetera Investment Advisers LLC serves a broad client base, including 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 various 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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Ronald K

Series 63

Delray Beach, FL

Cetera

Ronald Keebler is a financial advisor with Cetera who holds a Series 63 designation and has 39 years of industry experience. His career includes roles at Cetera Wealth Services, Summit Financial Group, Summit Brokerage Services, and Stifel. He is based in Delray Beach, FL. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by various program structures and custodial relationships.

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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Steven S

CFP®, Series 63

Delray Beach, FL

Cetera

Steven Scheichet is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. He has previously worked at Raff Financial Services, Inc. and Penn Equities Inc. Scheichet is also president of SFS Management LLC, a firm providing staff and office management services to support Cetera advisors. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a variety of portfolio management and consulting services through a nationwide network of independent advisors and utilizes a 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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