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Mitchell O
CFP®, Series 63
Leland, NC
Cetera
Mitchell O'Neill is a CFP® with 32 years of industry experience, currently affiliated with Cetera since 2024. His prior experience includes nearly three decades at Allegheny Investments, Ltd. and a long tenure at Bechtel Marine Propulsion Corp. He is also involved in Fifth And Forbes Financial, an investment-related business. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary investment programs.
David R
Series 66, Series 63
Leland, NC
Cetera
David Roduit is a financial advisor at Cetera with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Harding Loevner Funds, Inc. and Fortis Bank. Roduit is also involved with Fifth and Forbes Financial, a wealth management and investment firm. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, including access to third-party managers and bespoke strategies, managing over $256 billion in assets across more than 10,000 advisors.
Christopher O
Series 65, Series 63
Leland, NC
Cetera
Christopher O Neill is a financial advisor with Cetera, holding Series 65 and Series 63 designations and four years of industry experience. He has worked at Cetera since 2024 and previously at Allegheny Investments and Commonwealth Financial Network. In addition to his advisory role, he has been a freelance journalist since 2017, contributing to third-party agencies. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 independent advisors. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and consulting services, managing over $256 billion in assets.
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