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Matthew G

Series 66

Gainesville, FL

Cetera

Matthew Gold is a financial advisor with Cetera in Gainesville, FL, holding a Series 66 designation and 13 years of industry experience. He has worked at several firms, including multiple roles within Cetera and Summit Financial Group. Outside of his advisory duties, he serves as treasurer for a Florida political committee and participates in arts and home improvement ventures, including managing social media for a home improvement business and supporting a crafts business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with a variety of portfolio management and consulting services.

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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Daniel C

Series 63, Series 65

Gainesville, FL

Cetera

Daniel Chalmers is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Cetera Advisors LLC since 2013 and is also the owner of a CPA firm providing tax and accounting services. Additionally, he works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary 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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Linda W

CFP®, Series 63

Gainesville, FL

Cetera

Linda Wisniewski is a CFP® professional with 38 years of industry experience, currently advising at Cetera. She has held positions at Cetera Wealth Services, LLC from 2021 to 2023 and VOYA Financial Advisors from 2014 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary programs 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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