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Thomas G
Series 63, Series 65
Henderson, NV
Cetera
Thomas Galbraith is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 30 years of industry experience. His career includes roles at Summit Financial Group Inc. and Cetera Wealth Services, LLC, spanning two decades. He also owns KG Financial Group, which provides life and health insurance solutions for small companies and individuals. 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 diverse portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.
Robert V
Series 63, Series 65
Henderson, NV
Cetera
Robert Vollmer Jr. is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Cetera and its predecessor firms since 2003. Outside of advising, he operates as an independent contractor in insurance (fixed, life, health, and P&C). Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with diverse program options and manages over $256 billion in assets through more than 10,000 advisors.
Daniel P
Series 63, Series 66
Henderson, NV
Cetera
Daniel Paonessa is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and currently serves as an OSJ branch manager at Malecki Financial Group. He also holds a role as a life and fixed annuities insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and retirement services through multi-manager platforms, combining affiliated and third-party strategies across various programs and custodial relationships.
Joseph N
Series 66
Henderson, NV
Cetera
Joseph Neary is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has worked at multiple Cetera entities since 2014, as well as at Summit Brokerage Services and Avantax Investment Services. Cetera Investment Advisers LLC serves 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 various portfolio management options, financial planning services, and access to third-party money managers.
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