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Joshua H

Series 66

Minnetonka, MN

Cetera

Joshua Hunt is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and BMO Bank. Outside of advising, he is employed as a personal trainer with FitMe Wellness and serves as a notary. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures combining 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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Patrick W

Series 63, Series 65

Minnetonka, MN

Cetera

Patrick Wight is a financial advisor with Cetera in Minnetonka, MN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial, VPWM Advisors, and Mill City Financial Partners, where he is currently a partner. Outside of advising, he manages Wight Brothers LLC, which holds mineral rights. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money 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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Joseph J

Series 63

Minnetonka, MN

Cetera

Joseph Johnson is a financial advisor at Cetera with 34 years of industry experience. He is a Series 63 license holder and has been affiliated with Cetera and its related entities since 2013. In addition to his advisory work, he owns Johnson Advisors Limited, a financial services firm, and serves as a health insurance agent for members of the American Council of Engineering Companies. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options and oversight 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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Dara D

Series 66

Minnetonka, MN

Cetera

Dara Day is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. Throughout their career, Dara has worked with firms including Davenport & Company LLC and Cardea Capital Advisors, LLC. Dara is also involved in operations at Advisornet Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supported by a nationwide network of over 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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Samuel A

Series 66

Minnetonka, MN

Cetera

Samuel Allen is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has held roles at several Cetera entities as well as AdvisorNet Financial Inc. Outside of advising, he has worked as an operations and billing specialist for AdvisorNet Financial Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to use a range of portfolio management strategies and 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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Collin T

Series 66

Minnetonka, MN

Cetera

Collin Titus is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at several firms including The Leaders Group, Inc. and EPICVanbridge. In addition to his advisory role, he is involved in fixed insurance sales, working as an insurance agent and groups benefit concierge. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and third-party manager access.

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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Patrick W

Series 66

Minnetonka, MN

Cetera

Patrick Wolesky is a financial advisor at Cetera with one year of industry experience and holds the Series 66 designation. He has previously worked with several firms including Advisornet Financial Inc. and JMB Financial. Outside of his advisory work, he is also involved in college athletics broadcasting at Carleton College. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform 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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Preston S

Series 66

Minnetonka, MN

Cetera

Preston Stach is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked at Edward Jones and held roles in financial services and other industries. He also serves as an internal wholesaler for AdvisorNet Financial, supporting insurance and benefits wholesalers and independent advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various investment program options.

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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Frederick S

CFP®, ChFC®, Series 63, Series 65

Minnetonka, MN

Cetera

Frederick Sherman is a CFP® and ChFC® with 26 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Insurance, Securian Financial, and Allstate Insurance Company. Outside of advisory work, Sherman manages concierge services assisting advisors and brokers with placing life, disability, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party managers, with options spanning discretionary and non-discretionary 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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William H

Series 66

Minnetonka, MN

Cetera

William Houghton is a financial advisor with Cetera, holding a Series 66 designation and based in Minnetonka, MN. He has been in the industry since 2023, with prior experience at ActiFi, Inc. from 2007 to 2023. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, managing over $256 billion in assets.

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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Tyler D

Series 66

Minnetonka, MN

Cetera

Tyler Dueber is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and previously worked at Measurement Technology Laboratories for four years. He is also an Operations Development Associate at AdvisorNet Financial, where he supports financial advisors by processing compliance paperwork and evaluating data from custodian websites. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and customized investment 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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Jason M

CFP®, Series 66

Minnetonka, MN

Cetera

Jason May is a CFP®-designated financial advisor with 16 years of industry experience. He is currently with Cetera and has worked with affiliated firms since 2012. He also operates a financial planning business under the name May Financial Planning and holds licenses for fixed insurance products including life, disability, annuities, and long-term care. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining affiliated and third-party strategies across discretionary and non-discretionary 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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Steven C

Series 63, Series 65

Minnetonka, MN

Cetera

Steven Corless is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 25 years of industry experience. His prior roles include positions at RBC Capital Markets from 2008 to 2019. Corless is also affiliated with AdvisorNet Financial, doing business as AdvisorNet Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to multiple program platforms through a large 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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John M

Series 66

Minnetonka, MN

Cetera

John May Jr. is a Series 66–credentialed financial advisor with Cetera in Minnetonka, MN, bringing five years of industry experience. His prior roles include positions at AdvisorNet Wealth Partners and Cetera's various subsidiaries. Outside of his advisory work, he volunteers as a high school hockey coach and serves as head coach for a local youth hockey team, in addition to holding a financial counsel role on a church board. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services with access to affiliated and third-party investment managers across diverse program platforms.

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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Christopher K

Series 63, Series 65

Minnetonka, MN

Cetera

Christopher Kellett is a financial advisor at Cetera with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill, Bank of America, and Wells Fargo Advisors before joining Cetera. Outside of his advisory work, he is an owner of SaltPoint Capital Partners, a financial services DBA providing brokerage and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, 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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Jon J

Series 65, Series 63

Minnetonka, MN

Cetera

Jon Johansen is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked at multiple firms including LPL Financial, VPWM Advisors, and currently serves as a partner at Mill City Financial Partners and president of Advantage Financial Resources, Inc. In addition to advisory services, he sells fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, 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 program structures 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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