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Darrell R

CFP®, Series 63

Lakeway, TX

Cetera

Darrell Rupert is a CFP® with 28 years of industry experience, currently affiliated with Cetera. He has held roles at Avantax, 1st Global Advisors, and operated his own firm, Rupert Wealth Advisors, LLC. He volunteers providing pro bono financial coaching to widows and widowers through WINGS FOR WIDOWS. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a nationwide network of independent advisors and features a multi-manager platform with access to various investment strategies 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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Nathan B

Series 63, Series 66

Lakeway, TX

Cetera

Nathan Bitner is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 18 years of industry experience. His career includes roles at Avantax Advisory Services, Charles Schwab, and Turner Wealth Management. Outside of his primary advisory work, he is involved in branding and long-term growth strategies for Stream Wealth Partners LLC, an entity associated with his client services. 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options 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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