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Matthew W

CFP®, Series 66

Edmond, OK

Cetera

Matthew Wedel is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Wymer Brownlee Wealth Strategies prior to joining Cetera. Wedel also serves as a trustee of a family trust that includes special needs provisions. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies 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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Neal F

CFP®, Series 66

Edmond, OK

Cetera

Neal Freeman is a CFP® professional affiliated with Cetera who has seven years of industry experience. He has worked with firms including Avantax Investment Services and Wymer Brownlee Wealth Strategies. Freeman also serves as the initial trustee for the Freeman Family Trust, which includes provisions to protect grantors eligible for Medicaid benefits. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering 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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