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Joseph C

Series 63, Series 65

Mechanicsburg, PA

Cetera

Joseph Clegg is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2013. Clegg is the owner and president of Ridgeline Wealth Solutions, a financial services firm, and also sells health and Medicare insurance plans. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform with access to 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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Adam T

Series 63, Series 66

Mechanicsburg, PA

Cetera

Adam Tarantino is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera and affiliated entities since 2013 and also serves as a sales manager and compliance officer for BAR Financial, LLC. Outside of his financial career, he is involved in recreational and scholastic baseball as an umpire. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, managing assets in excess of $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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Michael S

Series 63, Series 66

Mechanicsburg, PA

Cetera

Michael Scott II is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Cetera, he worked at Truist Bank and TIAA-CREF. Outside of his advisory roles, he was involved with Brewskees of Shiloh from 2022 to 2024. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to affiliated and third-party managers, providing both discretionary and non-discretionary portfolio management and financial planning services.

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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Eric H

CFP®, Series 63

Mechanicsburg, PA

Cetera

Eric Huck is a CFP® with 40 years of industry experience, currently serving as a financial advisor with Cetera since 2023. He previously worked at Cetera Wealth Services, LLC and Bar Financial LLC, where he held roles in management and sales. Outside of his advisory work, Huck is active in Lyme disease support organizations, serving as president of the Harrisburg Area Lyme Disease Support Group and co-founder and treasurer of the PA Lyme Resource Network. Cetera Investment Advisers LLC is an SEC-registered firm that offers investment advisory services through a large network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, providing portfolio management, financial planning, and access to a range of program platforms 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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De Sean L

Series 65, Series 63

Mechanicsburg, PA

Cetera

De Sean Longino is a financial professional with Cetera, holding Series 65 and Series 63 credentials and three years of industry experience. His career includes roles at MassMutual, PFM Asset Management, Thrivent Financial, and Northwestern Mutual. Outside of his advisory work, Longino serves as president and board member of Sandy Shores Inc., a charity promoting financial literacy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, featuring access to both affiliated and third-party managers across various investment 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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