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Bruce B

ChFC®, Series 63, Series 65

Orlando, FL

Cetera

Bruce Broussard is a financial advisor at Cetera with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include long-term positions with Securian Financial Services and Minnesota Life Insurance Company. Broussard is also involved in continuing education and business management consulting through entities he participates in alongside his advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary services, a range of program options, 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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Daniel B

Series 66

Orlando, FL

Cetera

Daniel Battillo is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has worked with Cetera since 2023 and also participates in providing state-approved continuing education and licensing classes for contractors through The Continuing Education Academy. Additionally, he offers business management consulting services with Omni Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform that offers a variety of portfolio management and financial planning services 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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Gordon R

Series 66

Orlando, FL

Cetera

Gordon Ralph is a financial advisor with Cetera in Orlando, FL. He holds a Series 66 designation and has been active in the financial services industry since 2024. His work history includes roles at Armstrong & Westlake Investment, LLC and Omni Financial Services. Outside of advisory work, he is involved with Ternion Press, LLC and Perfect Consultant Match, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and customizable strategies across various 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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Erick A

Series 66

Orlando, FL

Cetera

Erick Avila Mejia is a financial professional at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at multiple financial services firms, including Cetera Wealth Services and Omni Financial Services. Outside of his advisory role, he is involved in business consulting through Omni Resource Group and participates in The Continuing Education Academy, which provides state-approved continuing education for licensed contractors. Cetera Investment Advisers LLC operates as a large multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across discretionary and non-discretionary 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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