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Mitchell S

Series 66

Lebanon, NH

Cetera

Mitchell Stagnone is a financial advisor with Cetera and holds a Series 66 designation, bringing three years of industry experience. He is a partner at Tyler, Simms and St. Sauveur CPA’s, P.C., a firm providing assurance, tax consulting, compliance, and estate planning services. In addition to his advisory role, he is involved in several business ventures including wealth management and financial services firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms through a large nationwide network of independent 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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Kenneth G

Series 66

Lebanon, NH

Cetera

Kenneth Goodrow is a Series 66-licensed financial advisor with nine years of industry experience, currently working with Cetera. He has held roles at Avantax and 1st Global, and maintains a longstanding affiliation with Tyler, Simms & St. Sauveur, PC, where he provides CPA services. Goodrow serves as an audit and accounting committee member for the UTO Team America, a business association of CPA firms focused on the automobile industry. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that supports discretionary and non-discretionary portfolio management, financial planning, and 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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James G

Series 66

Lebanon, NH

Cetera

James Godfrey is a financial advisor with Cetera and holds a Series 66 designation. He has nine years of industry experience and has previously worked with Avantax Investment Services and 1st Global Advisors, among others. Godfrey is also a board member of the Vermont Chapter Alzheimer’s Association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, financial planning services, 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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Virginia M

Series 66

Lebanon, NH

Cetera

Virginia Mcgrody is a financial advisor at Cetera with nine years of industry experience and holds a Series 66 designation. Her career includes roles at Avantax Advisory Services and 1st Global Advisors, and she has been involved in CPA and tax consulting services through Ascend Partner Services LLC. Mcgrody serves as a corporator for Mascoma Mutual Financial Services Corporation and is a member of the tax committee for AutoTeam America, a group specializing in auto dealership taxation. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.

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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