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Eric T

Series 65, Series 63

Plymouth Meeting, PA

Cetera

Eric Tuller is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Cetera in 2024, he worked at Cambridge Investment Research from 2020 to 2024. He has also been involved in fixed insurance sales and financial advisory services through WealthBridge Financial. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform.

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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John F

ChFC®, Series 63

Plymouth Meeting, PA

Cetera

John Fischer is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Minnesota Life Insurance Company. Outside of advising, he owns Cowboy Coffee Roastery, a small start-up business roasting coffee for family and friends. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary 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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Peter M

Series 63, Series 65, Series 66

Plymouth Meeting, PA

Cetera

Peter Monahan Jr. is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and 37 years of industry experience. He has worked with firms including WealthBridge Financial, Delaware Valley Advisors, and Securian Financial Services. Outside of advisory work, he serves on the advisory board of the Cedar Sands Ocean Condo Association and is involved in fixed insurance and life settlement businesses. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across diverse 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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Jesse R

Series 66

Plymouth Meeting, PA

Cetera

Jesse Raines is a Series 66-licensed financial advisor with Cetera, bringing seven years of industry experience. His background includes roles at Delaware Valley Advisors LLC and Minnesota Life Insurance Company. Outside of advisory work, he owns and assists with the operations of Rising Sun Pizza, a pizzeria in Northeast Philadelphia. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that features model portfolios, third-party managers, and customized strategies.

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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Scott S

Series 63, Series 65

Plymouth Meeting, PA

Cetera

Scott Stern is a financial professional at Cetera with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including NYLife Securities, Securian Financial Services, and Delaware Valley Advisors. In addition to his advisory role, Stern is involved with Wealthbridge Financial, a financial services DBA. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to various program structures 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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Joseph Q

Series 66

Plymouth Meeting, PA

Cetera

Joseph Quinto III is a financial advisor at Cetera with two years of industry experience and holds the Series 66 designation. Prior to joining Cetera, he has worked at Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of financial services, he is the founder and owner of Quinto's Quintessential Lawn Care LLC, a landscaping business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including 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 with access to affiliated and third-party strategies.

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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