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Darren S

Series 66

Latrobe, PA

Cetera

Darren Smith is a financial advisor at Cetera with six years of industry experience and holds a Series 66 designation. He has worked at Ameriprise and Commercial Bank and Trust of PA before joining Cetera and Pakos Wealth Management in 2025. Cetera Investment Advisers LLC serves a wide range of clients 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, 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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Tyler P

Series 66

Latrobe, PA

Cetera

Tyler Pakos is a financial advisor with Cetera in Latrobe, PA, holding a Series 66 designation and four years of industry experience. He also serves as a partner and owner of MNDFL Meal Prep, a business producing and delivering single-serve healthy meals. Pakos has been involved with Pakos Wealth Management, Inc. since 2022 and provides consulting services for Parquette, Shaffer & Associates CPAs, PC. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm offers a range of investment management and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing both discretionary and non-discretionary 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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Christopher P

Series 63

Latrobe, PA

Cetera

Christopher Pakos is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has a background that includes ownership and leadership roles in Pakos Wealth Management, Inc., as well as consulting work with Parquette And Associates, CPAs, PC. Pakos also operates his own accounting and tax preparation business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of 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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Curtis C

Latrobe, PA

Cetera

Curtis Colaianne is a financial advisor with Cetera, holding CPA credentials and several years of experience in accounting and tax services across multiple firms. He is currently involved with Pakos Wealth Management and owns several accounting-related businesses, including Colaianne & Company CPA, PLLC, and Ron Miller CPA, PLLC. Outside of his advisory work, he serves as chair of the finance committee at Paradise Church in Latrobe, PA. Cetera Investment Advisers LLC is an SEC-registered advisor with a large nationwide network serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and a range of 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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