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Herman J

Series 63, Series 65

Kissimmee, FL

Cetera

Herman Johnson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 16 years of industry experience. Prior to joining Cetera in 2025, he spent 13 years with Avantax in various advisory and insurance roles. Outside of his advisory work, he serves as Treasurer and Comptroller for the First Baptist Church of Lincoln Gardens and has provided tax preparation services since 1971. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets.

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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Grace P

Series 65

Kissimmee, FL

Cetera

Grace Pattison is a Series 65 licensed financial advisor with 30 years of industry experience, currently with Cetera Investment Advisers, LLC since 2017. She has also been involved in accounting and tax services through her roles at G. Pattison CPA and All Accounting Services & Taxes Inc. In addition to her financial and accounting work, Pattison serves as president of Decorative Painters of Central Florida Inc., an organization offering art classes. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a nationwide network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party money managers across 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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