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Kevin W

Series 66

Oak Forest, IL

Cetera

Kevin Wallace is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Edward Jones and Avantax, along with part-time tax preparation activities through P&L Accounting & Tax. He is based in Oak Forest, Illinois. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio strategies supported by 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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James B

PFS™, Series 63, Series 65

Oak Forest, IL

Cetera

James Buiter is a financial advisor with Cetera Wealth Services, LLC, holding the PFS™ designation and Series 63 and 65 licenses, with 29 years of industry experience. His prior roles include positions at Avantax Investment Services, American Trust Investment Services, and Chicago Capital Management Advisors. Buiter is also the owner and CEO of Global Communications and Associates, Inc., and serves as the Clerk of Crete Township, Illinois, where he manages board meeting minutes and local government contracts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, 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, providing access to affiliated and third-party managers via multiple program structures and custodial relationships.

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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