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Robert K

Series 63, Series 65

Florham Park, NJ

Cetera

Robert Kane is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Cetera and its affiliates since 2013. Outside of his advisory role, Kane is involved in selling fixed insurance products, including life, annuities, and long-term care insurance, through separate businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers through 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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Ernest M

CFP®, Series 63

Florham Park, NJ

Cetera

Ernest Mathewson is a CFP® credentialed financial advisor with 33 years of industry experience. He is affiliated with Cetera and has been with Cetera Wealth Services, LLC since 2013. Mathewson is also involved with Financial Network, a financial services business. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a large network of independent advisors across multiple 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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George N

Series 66

Florham Park, NJ

Cetera

George Nordstrom is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to his advisory role, he is also an insurance agent selling life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm that offers services to individual clients, retirement plans, corporate and charitable organizations, and institutional accounts through a large nationwide network of independent advisors. The firm provides a multi-manager platform with a range of investment solutions, including discretionary and non-discretionary portfolio management 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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Lawrence S

CFP®, Series 66

Florham Park, NJ

Cetera

Lawrence Scovell is a CFP®-designated financial advisor with 11 years of industry experience, currently affiliated with Cetera. He has been with Cetera Wealth Services, LLC since 2014 and joined Cetera in 2023. Outside of his advisory role, he serves as a ski patrol instructor and is a finance advising board member for St. Francis de Sales RC Church, where he assists with budgeting and fundraising efforts. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform with diverse program options across 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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Frank A

Series 66

Florham Park, NJ

Cetera

Frank Armero is a financial advisor at Cetera with two years of industry experience. He holds the Series 66 designation and has worked previously at Weichert Financial Services and American Financial Resources. In addition to advising, he serves as a Client Services Manager at SFS Management LLC, providing administrative support to advisors. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies, supporting both discretionary and non-discretionary 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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Robert D

Series 63, Series 66

Florham Park, NJ

Cetera

Robert Dicerbo is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, Dicerbo also works as a bartender and waiter at Cloverleaf Tavern in Caldwell, NJ. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through 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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Cynthia B

CFP®, Series 66

Florham Park, NJ

Cetera

Cynthia Branca is a CFP® professional with 20 years of industry experience, currently affiliated with Cetera. She has worked with Cetera Wealth Services, LLC since 2013 and holds leadership roles in several community organizations, including serving as president of the Edward Hopper House Museum board and as immediate past president of the Rockland Business Woman’s Network. Branca is also involved in mentoring students pursuing financial careers and participates in nonprofit and networking groups. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to both 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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Neil O

Series 66

Florham Park, NJ

Cetera

Neil Orzeck is a financial advisor at Cetera with seven years of industry experience and holds a Series 66 designation. He has worked at Cetera and Cetera Wealth Services since 2019 and previously was employed at Ameriprise Financial Services for one year. Outside of his advisory role, he serves on the membership committee as a board member of Cedar Hill Country Club in Livingston, NJ. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a variety of portfolio management and consulting services delivered through a nationwide network of independent advisors, utilizing multiple program structures and investment 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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