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Jonathan S
Series 66
Parsippany, NJ
Cetera
Jonathan Sot is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. His prior roles include positions at the University of Notre Dame and RMR Group, as well as work in insurance sales. He is also involved in financial services through Allied Wealth Partners alongside his advisory duties. Cetera Investment Advisers LLC serves individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and various program platforms. The firm operates a multi-manager platform with access to both affiliated and unaffiliated managers, managing over $256 billion in assets through more than 10,000 advisors.
Nicholas R
Series 66
Parsippany, NJ
Cetera
Nicholas Russo is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at several firms, including Allied Wealth Partners and Securian Financial Services Inc. Outside of his advisory role, Russo serves as vice-president on the board of the Tri-Boro Chamber of Commerce and participates in ALS research fundraising through his fraternity. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base that includes individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, financial planning, and access to third-party money managers.
Anthony B
CFP®, Series 63
Parsippany, NJ
Cetera
Anthony Bonanno is a financial advisor with Cetera, holding CFP® and Series 63 credentials and bringing 26 years of industry experience. His prior roles include long-term positions at Allied Wealth Partners and Securian Financial Services, as well as ownership and agent/broker roles in fixed insurance sales. He serves on the finance committee of Gateway Academy Charter School, a nonprofit K-12 institution, and manages an expense management practice through Manserac LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager investment platform with discretionary and non-discretionary services, model portfolios, and access to third-party money managers.
Anthony D
Series 66
Parsippany, NJ
Cetera
Anthony D Amico is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. His work history includes roles at Cetera Wealth Services, Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. He has also engaged in fixed insurance sales as an independent contractor. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.
Michael T
Series 63
Parsippany, NJ
Cetera
Michael Tarashuk is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and has worked previously at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. He also operates as an agent/broker in fixed insurance sales. 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 portfolio management, financial planning, and access to various third-party managers through multiple program structures and custodial relationships.
Collin M
Series 66
Parsippany, NJ
Cetera
Collin Moran is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Securian Financial Services Inc and Allied Wealth Partners. Outside of financial advising, he also works as an independent contractor for Instacart. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, employing a multi-manager platform with both discretionary and non-discretionary program options.
Lloyd W
Series 63, Series 65
Parsippany, NJ
Cetera
Lloyd Winkler is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes roles at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. Winkler also works as an agent/broker involved in fixed insurance sales. 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 multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.
Gilbert M
CFP®, Series 63
Parsippany, NJ
Cetera
Gilbert Moscatello Jr. is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with Cetera and has held roles at Allied Wealth Partners and Securian Financial Services, among others. Moscatello is involved in community outreach as an officer of the College of NJ Wrestling Endowment Committee and owns an independent business called Independent Wealth Strategies. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.
Peter P
CFP®, ChFC®, Series 63
Parsippany, NJ
Cetera
Peter Paladino is a CFP® and ChFC® with 34 years of experience in financial services. He is currently with Cetera, having joined in 2023, and has held roles at Allied Wealth Partners and Securian Financial Services among others. Outside of advisory work, he serves as president of a company focused on expense management. Cetera Investment Advisers LLC is an SEC-registered firm serving a range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management and financial planning through a multi-manager platform that includes affiliated and third-party managers, supporting discretionary and non-discretionary investment strategies.
Danielle S
Series 63, Series 66
Parsippany, NJ
Cetera
Danielle Scepkowski is a financial advisor with Cetera possessing 14 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at Allied Wealth Partners and Securian Financial Services. Danielle has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.
Paul C
Series 66, Series 65
Parsippany, NJ
Cetera
Paul Ciavarella is a financial advisor with Cetera who holds Series 65 and Series 66 licenses and has 17 years of industry experience. His work history includes roles at Allied Wealth Partners, Minnesota Life Insurance Company, Securian Financial Services, Forest Financial Group, Guardian, and Park Ave Securities. Outside of financial services, he is an independent contractor in the service industry and serves on the advisory board of the Wayne Lions Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of investment programs, including discretionary and non-discretionary portfolio management and access to third-party money managers.
Donna B
Series 66
Parsippany, NJ
Cetera
Donna Brower is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. Her prior experience includes roles at Allied Wealth Partners and Minnesota Life Insurance Company. She volunteers with the Parkinson Disease Foundation and is a member of the Parsippany Chamber of Commerce, serving on its membership committee. Cetera Investment Advisers LLC is a nationwide 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 third-party money managers.
Shlomit R
CFP®, Series 66
Parsippany, NJ
Cetera
Shlomit Raviv is a financial advisor at Cetera with 12 years of industry experience and holds the CFP® and Series 66 designations. She previously worked with Allied Wealth Partners and Minnesota Life Insurance Company. Outside of advising, she is involved as a member in a service industry venture called The Wisenheimers. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to a multi-manager platform that includes affiliated and third-party model portfolios and flexible program options.
James W
Series 66
Parsippany, NJ
Cetera
James Whelan is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His career includes roles at Cetera Wealth Services, Allied Wealth Partners, and Securian Financial Services. He also worked at Corporate Jet Support and attended Franklin and Marshall College. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.
Marc D
Series 63
Parsippany, NJ
Cetera
Marc Delgaudio is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. His prior work includes roles at Securian Financial Services and Minnesota Life Insurance Company, spanning nearly two decades. Outside of his advisory work, he is an officer at Langdon Ford Financial Inc., a business owner with responsibilities beyond investment services. 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 various portfolio management and financial planning services, supporting a large network of advisors and managing substantial assets.
John L
Series 63
Parsippany, NJ
Cetera
John Langdon is a financial advisor with Cetera, holding a Series 63 designation and over 41 years of industry experience. His career includes roles at Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. Langdon is involved in several nonprofit and community organizations, including board positions with the St. Joseph’s High School Foundation and the Brothers of the Sacred Heart Foundation, as well as advisory roles with charities supporting families affected by pediatric cancer. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and consulting services, using a multi-manager platform that includes affiliated and third-party models, discretionary and non-discretionary account management, and various program structures.
George C
Series 66
Parsippany, NJ
Cetera
George Carter is a financial advisor at Cetera with 27 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Allied Wealth Partners and Securian Financial Services, among others. Outside of advising, he is involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting multiple program structures and custodial relationships.
David H
Series 63
Parsippany, NJ
Cetera
David Helfrich is a financial advisor with Cetera, holding a Series 63 license and bringing 33 years of industry experience. His prior roles include positions at Securian Financial Services and Minnesota Life Insurance Company. Outside of finance, he is involved as a coach and referee at Helf's Hitting Academy. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services across various program structures and investment approaches.
Dipti R
Series 63, Series 66
Parsippany, NJ
Cetera
Dipti Rath is a financial advisor at Cetera with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Securian Financial Services. Rath is also an agent/broker engaged in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.
Gary L
Series 63, Series 66
Parsippany, NJ
Cetera
Gary Lynch is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Cetera since 2023 and previously spent over nine years at Securian Financial Services and Minnesota Life Insurance Company. Outside of his advisory role, he is also involved in fixed insurance sales as an agent with Allied Wealth Partners. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and planning services, supporting both discretionary and non-discretionary strategies.
John S
CFP®, PFS™, Series 63
Parsippany, NJ
Cetera
John Sullivan is a CFP® and PFS™ credentialed financial advisor with 35 years of industry experience. He is currently with Cetera and has previously worked at Allied Wealth Partners and Securian Financial Services Inc. Outside of his advisory work, he is a member of Bonji Bowls LLC, a business owner. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms and various program structures.
Andrea H
Series 63, Series 65
Parsippany, NJ
Cetera
Andrea Hauptman is a financial advisor with Cetera in Parsippany, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has held various roles since 2011, including positions at Securian Financial Services, Allied Wealth Partners, and Alianza Services Corp. Outside of her advisory work, she serves as Controller for Alianza Services Corp, an authorized Herman Miller furniture dealer. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program options and custodial relationships.
Francis B
Series 63, Series 66
Parsippany, NJ
Cetera
Francis Brogan is a financial advisor with Cetera based in Parsippany, NJ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with firms including Allied Wealth Partners and Securian Financial Services. Outside of advisory activities, he is also involved in fixed insurance sales through Allied Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services delivered through a large nationwide network of independent advisors.
Michael B
CFP®, Series 66
Parsippany, NJ
Cetera
Michael Boudway is a CFP® with 18 years of industry experience, currently advising at Cetera. His work history includes roles at Securian Financial Services, Minnesota Life Insurance Company, Allied Wealth Partners, and Alpine Wealth Planning LLC, where he is also the owner of an expense management business. He is a member of the Donville Rotary Club, engaging in community outreach activities. Cetera Investment Advisers LLC serves a broad range of clients including individual investors, employer‑sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi‑manager investment platform with discretionary and non‑discretionary portfolio management, financial planning, and access to third‑party money managers.
Paul D
Series 63
Parsippany, NJ
Cetera
Paul Damico is a financial advisor at Cetera with 38 years of industry experience. He holds a Series 63 designation and has worked at Cetera, Allied Wealth Partners, Securian Financial Services, and Mass Mutual in various advisory roles. Outside of his advisory work, he is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various specialized program options.
Edward G
Series 63, Series 65
Parsippany, NJ
Cetera
Edward Giuliano Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 16 years of industry experience. He has worked at Cetera since 2023 and previously held positions with Allied Wealth Partners and Securian Financial Services, Inc. Giuliano also engages in fixed insurance sales as an agent/broker outside of his advisory role. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a multi-manager investment platform with various portfolio management and financial planning services.
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