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Tanner P
Series 66
Manasquan, NJ
Cetera
Tanner Preston is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and previously worked at S&P Global. Outside of advisory work, he is involved as an insurance agent providing fixed insurance services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and advisory services, supported by a large network of over 10,000 advisors and more than $256 billion in assets under management.
Richard Q
Series 66
Manasquan, NJ
Cetera
Richard Quense Jr. is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior work includes roles at Securian Financial Services and Minnesota Life Insurance Company. Outside of financial services, he is employed in the food and beverage industry at Taka in Asbury Park, NJ. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors and features multiple program structures with discretionary and non-discretionary management options.
David S
Series 66
Manasquan, NJ
Cetera
David Shaw is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Edward Jones and Securian Financial Services, among others. In addition to advisory work, he is involved in fixed insurance sales as an independent contractor with Allied Wealth Partners and as an agent for Premier Brokerage Services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporations, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors.
Richard Q
Series 63, Series 65
Manasquan, NJ
Cetera
Richard Quense is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His career includes roles at Mid Atlantic Benefit Strategies and Allied Wealth Partners, among others. He is also active as an agent/broker in fixed insurance sales with several firms. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and advisory services through a multi-manager platform that supports discretionary and non-discretionary strategies across multiple program structures.
John A
Series 66
Manasquan, NJ
Cetera
John Askin is a financial advisor at Cetera with four years of industry experience and holds a Series 66 designation. He has worked at Allied Wealth Partners, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, he serves as a youth soccer coach and technical trainer and is an elected board member of NAIFA, focused on recruiting younger advisors. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, leveraging a large network of over 10,000 advisors and approximately $256 billion in assets under management.
Michael L
Series 66
Manasquan, NJ
Cetera
Michael Lomet is a Series 66-licensed financial advisor with Cetera, based in Manasquan, NJ, and has two years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, Pruco Securities LLC, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.
Evan P
Series 66
Manasquan, NJ
Cetera
Evan Purdy is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Allied Wealth Partners, Northwestern Mutual, and JusCollege. Outside of advising, he also sells fixed insurance products as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and custodial relationships.
Ryan O
Series 66
Manasquan, NJ
Cetera
Ryan O Keefe is a financial advisor with Cetera located in Manasquan, NJ. He holds a Series 66 designation and has been with Cetera and its affiliated entities since 2024. Prior to his advisory role, he worked in various capacities including in the food service industry and at The Catholic University of America. Outside of his advisory responsibilities, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.
Michael G
Series 63, Series 65
Manasquan, NJ
Cetera
Michael Giblin Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior work includes roles at Allied Wealth Partners, Securian Financial Services, Minnesota Life Insurance, Bank of America, and Merrill. He is also registered as an agent/broker for fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, including access to third-party money managers and both discretionary and non-discretionary program structures.
Raymond T
Series 66
Manasquan, NJ
Cetera
Raymond Triano is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Minnesota Life Insurance Company and Securian Financial Services Inc. He also maintains an ongoing role as a fixed insurance agent with Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Joseph F
Series 66
Manasquan, NJ
Cetera
Joseph Fay Jr. is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Minnesota Life Insurance Company, Securities Financial Services, Inc., and Allied Wealth Partners. Outside of advising, he has a referral relationship involving consulting medical billing services through CG Moneta Consulting. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.
Joseph F
Series 66
Manasquan, NJ
Cetera
Joseph Fay III is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has worked with several firms, including Allied Wealth Partners and Minnesota Life Insurance Company. Outside of advising, he engages in fixed insurance sales as an independent contractor and refers potential clients to consulting medical billing services. 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 various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment strategies and third-party managers.
Stephen H
Series 66
Manasquan, NJ
Cetera
Stephen Hawthorne is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at firms including Allied Wealth Partners and Securian Financial Services and currently operates Hawthorne Wealth Management LLC, a separate expense management business. Hawthorne also serves as the Youth Advisor Training Chair for NAIFA New Jersey and holds a volunteer secretary position with the National Association of Insurance and Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Jason M
Series 63
Manasquan, NJ
Cetera
Jason Mellor is a financial advisor with Cetera who holds a Series 63 designation and has 29 years of industry experience. His prior work includes roles at Allied Wealth Partners, Securian Financial Services Inc, Minnesota Life Insurance Co, MML Investors Services, and MetLife Securities. Outside of advising, he is active as an agent and broker in fixed insurance sales with several firms, including Allied Wealth Partners and Creative Risk Management. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
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