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Maximillian R

CFP®, Series 66

Loveland, OH

Cetera

Maximillian Ripperger is a CFP® and Series 66 licensed advisor at Cetera with three years of industry experience. He has previously worked as a busser at Augusta National Golf Club and serves as chairman and CEO of Alumni Link, LLC, a networking organization focused on connecting alumni and generating revenue for associated groups. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform featuring both discretionary and non-discretionary 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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Matthew D

Series 66, Series 63

Loveland, OH

Cetera

Matthew Daniels is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and having six years of industry experience. Prior to joining Cetera in 2023, he worked at Fidelity Brokerage Services LLC from 2020 to 2023. Outside of his advisory role, Daniels has experience as an insurance agent selling life, disability, annuities, and long-term care products. He also has a background with a boxing-related business from 2017 to 2020. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets through a nationwide network of over 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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Scott M

Series 63

Loveland, OH

Cetera

Scott Moffitt is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has previously worked with firms including Summit Financial Group, Inc. and Gross & Company. Outside of advising, he is the founder of College Planning Relief and an author of a book titled Retirement Income Matters. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform that provides access to both affiliated and unaffiliated 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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