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Steven S

Series 63, Series 66

Jackson, MI

Cetera

Steven Segura is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 11 years of industry experience. He previously worked at Tiaa and TIAA-CREF from 2015 to 2026 before joining Cetera and its affiliated entities in 2026. 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 and operates a multi-manager platform allowing advisors to use affiliated and unaffiliated model portfolios as well as bespoke 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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Jeffrey S

CFP®, Series 66

Jackson, MI

Cetera

Jeffrey Sirola is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. His prior work includes roles at Ameriprise Financial Services and Commonwealth Financial Network. He is also involved in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to both 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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Wesley M

ChFC®, Series 63

Jackson, MI

Cetera

Wesley Mullins II is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Cetera and has previously worked at Ameriprise Financial Services, Inc. for 20 years. Mullins also engages in fixed insurance sales as a secondary business activity. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, 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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David C

ChFC®, Series 63, Series 66

Jackson, MI

Cetera

David Cushard is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including a long tenure at Ameriprise Financial Services from 1993 to 2025 before joining Cetera-affiliated firms in 2026. Cushard’s other business activities include involvement in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform, with access to affiliated and third-party money managers and 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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Justin P

Series 66

Jackson, MI

Cetera

Justin Pruitt is a financial advisor with Cetera in Jackson, MI, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Ameriprise, Commonwealth Financial Network, and Honeycomb Wealth Advisors. He also spends a small portion of his time involved in fixed insurance sales. Cetera Investment Advisers LLC distributes services through a large nationwide network of independent advisors and serves a variety of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, 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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