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Daniel L

CFP®, Series 63

McLean, VA

Cetera

Daniel Lash is a CFP® professional with 28 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at VLP Financial Advisors and Cetera Wealth Services, LLC, where he has been engaged since 2013. Lash is involved in several community and educational activities, including serving as chairman of the financial planning and wealth management advisory board at George Mason University and acting as a basketball referee and mentor for youth leagues in Northern Virginia. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors with assets exceeding $256 billion.

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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Bruce V

CFP®, Series 63, Series 65

McLean, VA

Cetera

Bruce Vaughn is a CFP® professional affiliated with Cetera, with 42 years of industry experience. He has been with Cetera and its related entities since 2013 and serves as a regional director, recruiting new representatives for the Cetera Advisor Networks. Vaughn is also a part-owner and financial planner at VLP Financial Advisors and maintains licensed activities in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that provides investment advisory services through a nationwide network of independent advisors. The firm serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management and financial planning solutions across multiple 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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Andrew F

CFP®, Series 66

McLean, VA

Cetera

Andrew Fincher is a CFP® professional with six years of experience in the financial advisory industry. He is currently with Cetera and has held roles at Cetera Wealth Services, VLP Financial Advisors, and Cassaday and Company. Fincher serves as a board member and committee chair for the Financial Planning Association, focusing on networking and collaboration with young planners in the Washington, DC area, and is also a board member of the Virginia Tech Financial Planning Advisory Board. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients with a variety of portfolio management, planning, and consulting services. The firm offers multiple program structures, including discretionary and non-discretionary authorities, and provides access to affiliated and third-party investment 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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