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Thomas M

Series 63, Series 65

Mentor, OH

Cetera

Thomas Markell is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has held positions at multiple firms including Wells Fargo Clearing and LPL Financial, and serves as Vice President and Financial Adviser at Lighthouse Advisers, LLC. Cetera Investment Advisers operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to both 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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Eric K

Series 63, Series 66

Mentor, OH

Cetera

Eric Kaleal is a financial advisor at Cetera with 14 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Cetera, he was president of Lighthouse Advisers, LLC for over 10 years and is currently the president of the nonprofit Mission4Maureen, which provides financial assistance to families affected by brain cancer and brain tumors. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to model portfolios, third-party managers, and customized strategies.

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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Morris B

Series 66

Mentor, OH

Cetera

Morris Beverage III is a financial advisor at Cetera with 25 years of industry experience and a Series 66 designation. He has previously worked with LPL Financial and Avantax entities and has owned and operated several businesses, including Blakely Insurance, Inc., a property and casualty agency. Beverage also serves on multiple public service boards in Lake County, Ohio, including the Northeast Ohio Area Coordinating Agency and the Lake County Land Bank. Cetera Investment Advisers LLC is a multi-manager platform serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

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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Bryan T

Series 66

Mentor, OH

Cetera

Bryan Thomas is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. He has worked at firms including LPL Financial, Avantax, and Lighthouse Advisers, where he served as vice president. Outside of advising, he is a board member of the United Way of Lake County and co-founder of Avayla Solutions LLC, a mobile app business serving high school concessions and small venue markets. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and consulting services, managing over $256 billion in assets through a nationwide network of more than 10,000 advisors.

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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