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Charles J

ChFC®, Series 63, Series 65

Dubois, PA

Cetera

Charles Johnson is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 38 years of industry experience. His prior work includes roles at Kovack Advisors, Inc., Kovack Securities, Inc., and Guardian Planners. He is the author of a book titled *Chuckonomics* and is involved in founding a political action committee aimed at promoting constitutional amendments related to political accountability. Johnson also serves as a board member for the Dubois Continuum of Care, a nursing facility. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or create bespoke strategies, with program options ranging from automated allocations to unified managed accounts.

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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Alec J

Series 66

Dubois, PA

Cetera

Alec Johnson is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera and its affiliated entities since 2024. Outside of his advisory role, he teaches social studies to 11th and 12th grade students at Fairfax County Public Schools. 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 that includes affiliated and third-party model portfolios, 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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