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Cynthia G

Series 63, Series 66

Honesdale, PA

Cetera

Cynthia Galloway is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and having 22 years of industry experience. Her career includes long-term roles at The Dime Bank and CETERA Advisor Networks LLC, with recent experience at LPL Financial and Wayne Bank. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients with a range of portfolio management and consulting services. The firm offers multiple investment program options and operates as a multi-manager platform with over $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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William C

Series 63, Series 65

Honesdale, PA

Cetera

William Carmody is a financial advisor with Cetera in Honesdale, PA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Cetera and its affiliated entities since 2013 and also serves as a trustee of an irrevocable life insurance trust for family members. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting both discretionary and non-discretionary account 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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Joseph A

Series 66

Honesdale, PA

Cetera

Joseph Adams is a financial advisor with Cetera in Honesdale, PA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial, the State of Pennsylvania, and local government entities. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through various program structures 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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Gordon R

Series 66

Honesdale, PA

Cetera

Gordon Rhoads is a financial advisor with Cetera, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, and Securities America Inc. Rhoads also has experience with Wayne Bank alongside his advisory career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated managers 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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