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Shane D

Series 65, Series 63

Penfield, NY

Cetera

Shane Dobesh is a financial professional with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. He has previously worked in real estate and banking, including roles at Rocky Point Real Estate and Manufacturers and Traders Bank. Outside of his advisory role, he is active as a real estate agent for residential properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors, utilizing a multi-manager platform that provides various investment and 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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Jeffrey C

Series 63, Series 65

Penfield, NY

Cetera

Jeffrey Chapman is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over thirty-two years of industry experience. He has been with Cetera and related entities since 2016 and also serves as Vice President of Penfield Financial Group LLC. Additionally, he is a board member of Shepherd Home, a hospice facility, and is involved in fixed insurance sales and residential real estate transactions. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services supported by proprietary and third-party investment solutions.

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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