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Andrew R

Series 66

Parks, AZ

Cetera

Andrew Rogers is a Series 66-registered financial advisor with 24 years of industry experience. He has worked at Cetera since 2024 and previously spent 14 years with Morgan Stanley, including nine years at Morgan Stanley Private Bank, N.A. In addition to his advisory role, Rogers owns a carpentry business called Three Peaks AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory 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 a range of 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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Lauren R

Series 66, Series 63

Parks, AZ

Cetera

Lauren Rogers is a financial advisor with Cetera, holding Series 66 and Series 63 designations and nine years of industry experience. Prior to joining Cetera in 2024, she worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2024. In addition to her advisory role at Cetera, she is also an investment advisor with Wilde Wealth Management Group. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes 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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