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Jacob D

Series 63, Series 65

Houston, TX

Cetera

Jacob Dingle is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 12 years of industry experience. He has been with Cetera and its related entities since 2019 and previously worked at Foresters Advisory Services and Foresters Financial. 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 a range of portfolio management and financial planning services through a multi-manager platform that supports model portfolios, third-party managers, and customized strategies.

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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Landon F

Series 63, Series 66

Houston, TX

Cetera

Landon Feutral is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at MML Investor Services and MassMutual Life Insurance Co. Feutral is also involved with the Nelson Nash Institute as an Infinite Banking Practitioner. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with diverse portfolio management options and comprehensive financial planning 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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Cairo D

Series 66, Series 63

Houston, TX

Cetera

Cairo Degaillard is a financial advisor with Cetera in Houston, TX, holding Series 66 and Series 63 licenses and six years of industry experience. Prior to joining Cetera, he has held various roles including ownership of a travel agency sole proprietorship. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program 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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John W

Series 63, Series 65

Houston, TX

Cetera

John Woltemate Jr. is a financial advisor at Cetera with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2025. Prior to that, he was affiliated with LPL Financial and Cuna Mutual Insurance Society, among other firms. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and 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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Richard T

Series 63, Series 66, Series 65

Houston, TX

Cetera

Richard Talbot Jr. is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 18 years of industry experience. He has worked at Cetera since 2020 and previously spent five years at LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, 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, managing over $256 billion in assets across more than 10,000 advisors.

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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John P

Series 63, Series 65

Houston, TX

Cetera

John Penaflorida II is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Cetera since 2019, following two years at Foresters Financial Services and three years at Bellhops. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various 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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Colin E

Series 63, Series 66

Houston, TX

Cetera

Colin Eddington is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing and MetLife prior to joining Cetera. Outside of his advisory work, he owns TX Audio & Radio Tubes, a business that buys, tests, and resells audio gear. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and provides multiple program structures including discretionary and non-discretionary management 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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Ryan E

Series 63, Series 66

Houston, TX

Cetera

Ryan Elder is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Foresters Advisory Services and Foresters Financial Services from 2016 to 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides portfolio management, financial planning, and retirement services, operating a multi-manager platform with access to affiliated and third-party managers across various 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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Michael S

Series 63, Series 65

Houston, TX

Cetera

Michael Sanchez is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Cetera and its related entities since 2016, following a prior role at Foresters Financial Services. He is based in Houston, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with flexible program structures and multiple investment manager 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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Kevin C

Series 63, Series 65

Houston, TX

Cetera

Kevin Caillouet is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Cetera and Cetera Investment Services LLC since 2019 and previously with Foresters Financial from 2011 to 2019. Outside of his advisory role, he is the owner of Scotty Boy's Seafood Co., a catering business specializing in boiled crawfish. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various program structures and custodial relationships.

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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