Carissa Casagrande is a financial advisor with Cetera in Melville, NY, holding a Series 66 designation and two years of industry experience. She has worked at Cetera Wealth Services, Avantax Advisory Services, and PricewaterhouseCoopers, among other firms. Casagrande is also an accountant at Koval & Casagrande CPAs, PLLC, where she provides financial planning, investment assistance, and tax preparation services. 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 various model portfolios and third-party managers.

Anthony Casagrande is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and two years of industry experience. He has additional experience working at Avantax Advisory Services and Avantax Investment Services Inc. He is also an accountant at Koval & Casagrande CPAs, PLLC, where he provides tax preparation and financial planning services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management and financial planning. The firm supports advisors with various program options ranging from model portfolios to bespoke strategies, managing over $256 billion in assets with a nationwide network of more than 10,000 advisors.

Nicholas Randone is a financial advisor at Cetera with 11 years of industry experience. He holds a Series 63 designation and has worked previously at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, Randone is an accountant and bookkeeper at Koval & Casagrande, CPAs PLLC, where he prepares individual and business tax returns. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to both affiliated and third-party investment managers through various program structures.

Chase Cetta is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera in 2025, he held positions at Avantax Advisory Services and Mazars USA LLP. He is also a Certified Public Accountant and serves as Treasurer for a local Knights of Columbus chapter, where he manages council funds and accounting records. Additionally, he participates on the audit committee for the Northport East Northport School District. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures, featuring both discretionary and non-discretionary solutions and access to affiliated and third-party money managers.

Larry Kessler is a financial advisor with Cetera, holding a Series 63 designation and bringing 28 years of industry experience. He previously spent 28 years at Avantax Advisory Services and operates Larry Kessler Accounting & Tax Service. Kessler also serves on the boards of the New York Society of Independent Accountants and the Independent Association of Accountants of Brooklyn, assisting in speaker recruitment on tax law topics. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, 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.

Matthew Stevens is a financial advisor with Cetera Wealth Services, LLC, holding a Series 63 designation and eight years of industry experience. Prior to joining Cetera, he worked at Avantax Investment Services, Inc. and Avantax Advisory Services. In addition to his advisory role, he is employed at Koval & Casagrande CPA's, where he prepares individual and business tax returns and provides bookkeeping and payroll services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including 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 that allows advisors to use affiliated and third-party model portfolios or create custom investment strategies.