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Greg B

Series 63

Lido Beach, NY

Cetera

Greg Barishman is a financial advisor with Cetera, holding a Series 63 designation and 43 years of industry experience. He has worked at Cetera Advisors LLC since 2013 and was previously with Dynasty Advisors LLC for 19 years. Outside of his advisory role, he is also employed at G.B. Andrews, LLC, a logistics business where he monitors truck drivers. 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 multiple portfolio management options through a nationwide network of advisors, utilizing both affiliated and third-party managers across various 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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Joshua P

Series 63

Lido Beach, NY

Cetera

Joshua Probeyahn is a financial advisor with Cetera, holding a Series 63 designation and 22 years of industry experience. He has worked at Cetera since 2019 and previously spent 16 years at Foresters Financial and 6 years with Foresters Advisory Services. Outside of his advisory role, he assists with development and growth at Ballparking Ventures LLC, a mobile app for renting and locating parking spaces. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and 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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