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Irving Q

Series 66

Lubbock, TX

Cetera

Irving Quant is a financial advisor with Cetera and holds a Series 66 designation, bringing six years of industry experience. He has worked at several firms including PNC Investments, Avantax, and BBVA Securities. Outside of finance, he receives royalties from magic trick videos he created, associated with Vanishing Inc., the largest magic store in the world. Cetera Investment Advisers is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a large nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with access to both affiliated and third-party investment strategies.

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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Heather H

Series 63, Series 65

Lubbock, TX

Cetera

Heather Haynes is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services, INC., and maintains a role at Wymer Brownlee, where she assists financial advisors with investment and tax-related paperwork. Outside of her advisory work, she is involved with Wymer Brownlee Wealth Strategies Investment Division. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, supporting a wide range of program structures and custodial relationships.

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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