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Marlene G

Series 66

Ft Recovery, OH

Cetera

Marlene Gagel is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 66 designation and has previously worked at Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Muhlenkamp & Gagel Wealth Advisors LLC, which provides financial services. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $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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Matt M

Series 66

Ft Recovery, OH

Cetera

Matt Muhlenkamp is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His work history includes positions at Avantax Investment Services and 1st Global Advisors, alongside managing his own firm, Muhlenkamp & Associates LLC, since 1995. Outside of advising, he is involved in agricultural activities as a self-employed farmer overseeing crop production and hog raising. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and assets exceeding $256 billion 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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