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Lorraine Z

ChFC®, Series 63

Philadelphia, PA

Cetera

Lorraine Zeplinski is a financial advisor with Cetera, holding a ChFC® designation and Series 63 license, and has 41 years of industry experience. She has worked at Cetera and its affiliates since 2021 and previously at VOYA Financial Advisors from 2014 to 2021. In addition to her advisory role, she owns and operates a tax preparation business in Philadelphia. Cetera Investment Advisers LLC is a large 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 with a range of portfolio management options and oversees more than $256 billion in assets.

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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Whitney P

Series 66

Philadelphia, PA

Cetera

Whitney Parry is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. Prior to joining Cetera, Whitney worked at Avantax Investment Services Inc. and Avantax Advisory Services. Whitney is also involved with Hartstone Business and Financial Services, where they assist in financial services, life insurance, business consulting, tax preparation, and accounting. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors who work with 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 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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Denise M

Series 63, Series 65

Philadelphia, PA

Cetera

Denise Mc Gee is a financial advisor at Cetera with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Grove Point Advisors, LLC and Cetera Advisor Networks LLC. Outside of her advisory role, she teaches small classes about wine through her business, Domina Bulla. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that provides access to affiliated and third-party managers across various 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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Lawrence T

CFP®, Series 63, Series 65

Philadelphia, PA

Cetera

Lawrence Tundidor is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera. His prior experience includes over a decade at VOYA Financial Advisors and roles at Cetera Wealth Services and Tundidor Wealth & Investment Group, of which he is the owner. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various 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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Kenneth C

ChFC®, Series 63

Philadephia, PA

Cetera

Kenneth Carpel is a financial advisor at Cetera with over 58 years of industry experience. He holds the ChFC® and Series 63 designations and has worked previously at Voya Financial Advisors. He is also an insurance agent involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various 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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Michael D

CFP®, Series 63, Series 65

Philadelphia, PA

Cetera

Michael Delorey is a CFP® with 48 years of industry experience, currently serving at Cetera since 2013. He has operated Prism Financial Group, LLC since 1993 and holds roles as treasurer of the Navy League of the US Philadelphia Council and as a board member for Fort Mifflin on the Delaware. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors managing more than $256 billion in assets. The firm serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management and a variety of 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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