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Linda S
Series 65, Series 63
Miami, FL
Cetera
Linda Serra is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. Her career includes roles at VOYA Financial Advisors, Philadelphia Life, and Northwestern National Life. She is also the owner of Serra Insurance LLC, a fixed insurance business. Cetera serves a broad client base including individuals, 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 supported by a nationwide network of over 10,000 advisors.
Robert D
Series 63, Series 65
Miami, FL
Cetera
Robert Dombrosky is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of his advisory role, he is a director of an accounting firm and serves as a volunteer treasurer and director for a homeowners association in his community. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial consulting services through multiple program structures and third-party managers.
Denise S
CFP®, Series 63
Miami, FL
Cetera
Denise Stephens is a CFP® professional with 32 years of experience in the financial services industry. She currently works at Cetera and has prior experience with VOYA Financial Advisors, Women In Insurance And Financial Services, and has been involved with Princeton Financial Services since 1993. She is also an independent insurance agent and owner of the DBA Princeton Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets.
John B
Series 63, Series 65
Miami, FL
Cetera
John Black is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 40 years of industry experience. He has worked with Cetera and its affiliated entities since 2019, following prior experience at Summit Brokerage Services and Summit Financial Group Inc. 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 range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.
Stephen K
CFP®, Series 63, Series 65
Miami, FL
Cetera
Stephen Kaplan is a CFP® with 32 years of experience in the financial services industry. He has been with Cetera since 2025 and previously worked for over three decades at Avantax Advisory Services and its affiliated entities. Outside of advisory work, he serves as a trustee managing trust accounting, tax preparation, and distributions, and is president of a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party model portfolios across various program structures and custodial relationships.
Michelle H
Series 63, Series 65
Miami, FL
Cetera
Michelle Hirose is a financial advisor at Cetera with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera and its affiliate entities since 2013. Prior to that, she was with Travelers Insurance Group starting in 1989. Outside of advisory work, she is a licensed insurance agent managing the Sakura Insurance Agency. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform that supports various investment strategies and program structures.
Alexandre R
Series 66
Miami, FL
Cetera
Alexandre Reboud is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked with several Cetera entities since 2023. Outside of his advisory role, he is involved in sports entertainment as a guest experience representative with the Miami Marlins, Miami Heat, and South Florida Stadium LLC. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.
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