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Jamie Z
Series 66
Lakewood Ranch, FL
Cetera
Jamie Zinkhan is a financial advisor with Cetera, holding a Series 66 designation and over 21 years of industry experience. He has previously worked at Robert Baird & Co. and Avantax, and has been associated with Aksala Wealth Advisors, LLC since 2018. Zinkhan supports an estate planning attorney by hosting client meetings at his firm’s office. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of independent advisors and employs a multi-manager platform with various investment program options.
Raymond M
CFP®, Series 66
Lakewood Ranch, FL
Cetera
Raymond Mccormack Jr. is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Avantax Advisory Services and Kestra Financial Services. He serves as chair of the Planned Giving Advisory Council for the Catholic Foundation of Central Florida, where he organizes educational events for professional advisors. Cetera Investment Advisers LLC is an SEC-registered adviser supporting over 10,000 advisors and 800,000 clients nationwide. The firm offers a range of portfolio management and financial planning services to individuals, retirement plans, corporate and charitable clients, utilizing a multi-manager platform with discretionary and non-discretionary program options.
Miguel O
CFP®, Series 63, Series 65
Lakewood Ranch, FL
Cetera
Miguel Ortigao is a CFP® with 15 years of experience in financial advising. He is currently with Cetera and has previously worked at Avantax Investment Services, Avantax Advisory Services, Aksala Wealth Advisors, Capital Investment Advisors, and Gratus Capital. He serves as a director for Tampa Club Epicurean, a nonprofit focused on vocational culinary training for youth. Cetera is an SEC-registered firm that supports more than 10,000 independent advisors and serves a diverse client base, including individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment strategies.
Cody P
Series 63, Series 66
Lakewood Ranch, FL
Cetera
Cody Poepperling is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Fisher Investments, Bank of America, Merrill, and Prudential Financial. He is also involved with Aksala Wealth Advisors LLC, which focuses on retirement transition planning and comprehensive financial planning. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to various investment strategies and program structures.
Brendan B
Series 66
Lakewood Ranch, FL
Cetera
Brendan Buback is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2023. His work history includes roles at several firms such as LPL Financial and Sigma Investment Counselors, as well as earlier experience outside the financial industry. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and has over $256 billion in assets under management across more than 10,000 advisors.
Garrett F
Series 66
Lakewood Ranch, FL
Cetera
Garrett Francolini is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Wealth Services, Aksala Wealth Advisors, and American Global Wealth Management. Prior to his advisory career, he held various roles in the hospitality and automotive sectors. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors and significant assets under management.
Justin D
CFP®, Series 66
Lakewood Ranch, FL
Cetera
Justin Daley is a CFP® with 20 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at Ameriprise Financial Services and Avantax Advisory Services. He has been involved with the Boy Scouts since 2018. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering various portfolio management and financial planning services through a nationwide network of independent advisors.
Evan G
Series 63, Series 65
Lakewood Ranch, FL
Cetera
Evan Guido is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 24 years of industry experience. He has worked at Robert Baird & Co. and has been involved with Avantax entities and Aksala Wealth Advisors. Outside of his advisory work, he serves as a volunteer board member for Palmetto Charter School. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers across various program structures.
Michael P
CFP®, Series 66
Lakewood Ranch, FL
Cetera
Michael Partee is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Charles Schwab, USAA Financial Advisors, and Avantax Advisory Services. He is also involved with Aksala Wealth Advisors, where he markets financial planning and investment management services to retail investors and accounting firms. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm offers diversified portfolio management, financial planning, and retirement services to individual, corporate, and institutional clients through various program structures and affiliated managers.
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