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Austin S

Series 66

Madison, WI

Cetera

Austin Streeper is a financial advisor with Cetera in Madison, WI, holding a Series 66 license and having 16 years of industry experience. His prior work includes roles at Securian Financial Services, Inc. and CRI Securities, LLC. Outside of advisory work, he serves on the board of The Canopy Center and participates in local community outreach through 100 Men of Dane County. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.

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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Kayla N

Series 66

Madison, WI

Cetera

Kayla Nikula is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. She has worked at firms including North Star and Securian Financial Services Inc. Outside of advising, she serves as president of the Argyle Community Parks Foundation, a nonprofit focused on fundraising and developing playground equipment. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, blending discretionary and non-discretionary strategies executed through multiple 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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Maximilian M

Series 66

Madison, WI

Cetera

Maximilian Murphy is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked at several firms including Milhaus and Premier Financial Partners prior to his current role. Murphy is also involved with North Star Resource Group, which provides life insurance, securities, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and services, managing over $256 billion in assets through a large 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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Matthew B

Series 66

Madison, WI

Cetera

Matthew Bellin is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. He has worked at several firms including North Star Resource Group and Securian Financial Services. Bellin is also an owner of EB Capital Management and Bellin IRA LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to 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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Thomas H

CFP®, ChFC®, Series 63

Madison, WI

Cetera

Thomas Haunty is a CFP® and ChFC® credentialed financial advisor with 43 years of industry experience. He is currently with Cetera and has held long-term roles at Minnesota Life Insurance Company, Securian Financial Services, Inc., and C.R.I. Securities, Inc. Haunty serves on the boards of several nonprofit organizations, including Alex Haunty's Theater and Arts Fund and Inspiring Hope Ministries Inc. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, 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 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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Stacey W

Series 63, Series 66

Madison, WI

Cetera

Stacey Washa is a financial professional with nine years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked at firms including North Star Resource Group, Minnesota Life Insurance Co, and Securian Financial Services. Outside of financial services, she is involved as a director of Mad City Cornhole, LLC, organizing recreational cornhole leagues, and serves as the State and Regional Director for Wisconsin in the American Cornhole League. Cetera Investment Advisers LLC is a large SEC-registered firm providing a multi-manager platform to a wide range of individual, corporate, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a network of more than 10,000 advisors and manages over $256 billion in assets.

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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Douglas W

ChFC®, Series 63, Series 65

Madison, WI

Cetera

Douglas Weisenberger is a financial advisor at Cetera with 44 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cetera in 2023, he worked extensively with Securian Financial Services, Inc. and Minnesota Life Insurance Company. Outside of his advisory role, he is involved as an agent/broker with North Star Consultants and is a co-owner of BDYZNBRGR, LLC, a real estate business focused on property development. Cetera Investment Advisers LLC serves a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment services through a multi-manager platform, allowing advisors to use model portfolios, third-party managers, or custom strategies across multiple 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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Brian H

CFP®, ChFC®, Series 63

Madison, WI

Cetera

Brian Hensen is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with Cetera and has held roles at North Star Consultants, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Company. He is a member of the community organization 100 Men of Dane County and owns Lost Grove LLC. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers flexible portfolio management options through a multi-manager platform with a range of discretionary and non-discretionary 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 E

CFP®, ChFC®, Series 63

Madison, WI

Cetera

Joshua Evenson is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently affiliated with Cetera and has held roles at North Star Consultants and Securian Financial Services, among others. Evenson is also involved in his own advisory businesses, J Evenson Enterprises LLC and EB Capital Management. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides various portfolio management and advisory services through a multi-manager platform with access to both affiliated 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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Maxwell D

Series 66

Madison, WI

Cetera

Maxwell Dowdy is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including North Star Resource Group and Minnesota Life Insurance Co. Dowdy also engages in fixed insurance sales through North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and advisory services through a national network of 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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Elizabeth W

Series 63, Series 66

Madison, WI

Cetera

Elizabeth Witzel is a financial professional with 11 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 designations and has worked in various roles including positions at North Star Consultants, Minnesota Life Insurance Company, and Securian Financial Services. Outside of her advisory role, she volunteers with a local nonprofit that selects charitable donations and owns an LLC focused on expense management. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary 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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Greg H

Series 63, Series 66

Madison, WI

Cetera

Greg Halat is a financial professional with 22 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 licenses and has worked at firms including Minnesota Life Insurance Co, Securian Financial Services, and North Star Consultants. Outside of his advisory role, Halat serves as co-chair of the golf committee at Blackhawk Country Club in Madison, WI. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, and retirement services across multiple program structures, combining affiliated model portfolios with third-party manager options and bespoke 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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Matthew S

ChFC®, Series 66

Madison, WI

Cetera

Matthew Suarez is a financial advisor with Cetera, holding the ChFC® designation and a Series 66 license, and has nine years of industry experience. He is the owner of Skylark Consulting LLC and serves as a financial professional at North Star Resource Group. He is also a member of the advisory board for the Notre Dame Club of Madison, where he assists with volunteer and event planning activities. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a nationwide network of over 10,000 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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