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Dylan D

Series 66

Morrison, IL

Cetera

Dylan Devers is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked in various roles within Cetera and Wells Financial Service since 2021. Outside of his advisory work, Devers serves on the boards of Self Help Enterprises Inc., an educational nonprofit, and the Sterling Rock Falls Jaycees. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing both affiliated and third-party managers across multiple 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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Joseph W

CFP®, Series 63

Morrison, IL

Cetera

Joseph Wells is a CFP® professional affiliated with Cetera, bringing 41 years of industry experience. He has worked at Cetera and its affiliates since 2021 and was previously with VOYA Financial Advisors for seven years. Outside of his advisory role, Wells serves on the board of a nonprofit organization and is involved as a part owner in a car wash business. 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 range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary 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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Nathan W

CFP®, ChFC®, Series 66

Morrison, IL

Cetera

Nathan Wells is a CFP® and ChFC® with 18 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and Mass Mutual Investors Services. Outside of financial advising, he is involved in entrepreneurial ventures such as owning an axe throwing entertainment facility and a bar, and he serves as a director for a nonprofit hospice organization. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services utilizing a multi-manager platform with discretionary and non-discretionary 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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Chase G

Series 66

Morrison, IL

Cetera

Chase Graham is a financial advisor at Cetera with the Series 66 designation and one year of industry experience. His prior work history includes roles at Wells Financial Services and Sauk Valley Bank. Outside of finance, he has been involved with Cloud9 Marketing LLC and United Real Estate in Chicago. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes 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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