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Michael Z

Series 63, Series 65

Mayfield Heights, OH

Cetera

Michael Zawatsky is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 32 years of industry experience. His prior firms include B. Riley Wealth Advisors and Advest, Inc. Outside of his advisory role, he is a member and speaker for the Society for Financial Awareness nonprofit, which provides financial literacy seminars. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a range of discretionary and non-discretionary programs.

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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Gene F

Series 63, Series 65

Mayfield, OH

Cetera

Gene Fritzsche is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining Cetera in 2025, he worked at B. Riley Wealth Advisors and Capital Securities of America. Outside of finance, he owns and oversees two pet containment businesses in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, featuring multiple program structures and access to various 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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Ronald P

Series 63, Series 65

Mayfield, OH

Cetera

Ronald Pirro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior experience includes 18 years at B. Riley Wealth Management and 3 years at B. Riley Wealth Advisors, Inc. He is president of Pirro Financial Group LLC, a securities-related business through which he provides financial advisory services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving 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 with access to affiliated and third-party model portfolios.

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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Gregory B

CFP®, Series 63, Series 65

Mayfield, OH

Cetera

Gregory Berlin is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera since 2025. He previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management for a combined 21 years. Outside of his financial advisory role, he serves as treasurer for the Broadway School of Music and teaches violin and viola. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various 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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