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Stephen W

Series 66

Rancho Cucamonga, CA

Cetera

Stephen Whyte is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He is also the CEO of Whyte & Associates Inc., a tax accounting and business advisory firm, and Pinnacle Wealth Management Inc., where he manages investment planning, retirement and estate planning, and financial planning services. Whyte serves as a trustee for the Bentley Family Trust and the Lisa Bruns Living Trust. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services, including access to various third-party money managers and customized 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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Yvonne B

Series 66

Rancho Cucamonga, CA

Cetera

Yvonne Bacio is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. She also works with Burns & Johnston CPAs and Business Advisors, LLP, where she serves as a marketing coordinator and provides investment guidance to clients. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts with a range of portfolio management and financial planning services. The firm operates as a multi-manager platform offering diverse program options and manages over $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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Jennifer W

Series 66

Rancho Cucamonga, CA

Cetera

Jennifer Whyte is a financial advisor with Cetera, holding a Series 66 credential and 11 years of industry experience. She has worked with firms including Avantax Investment Services, Pinnacle Wealth Management, and Crown Capital Securities. Jennifer is also involved in a family-run wealth management business where she provides investment planning and client services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and consulting services, supporting over 10,000 advisors nationwide.

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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Gerald W

Series 66

Rancho Cucamonga, CA

Cetera

Gerald Whyte is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He is involved in a family tax and accounting practice, Whyte and Associates Inc., where he prepares individual tax returns and manages sales. He also supports operations at Pinnacle Wealth Management Inc., contributing to client service and marketing. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and 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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Timothy B

Series 66

Rancho Cucamonga, CA

Cetera

Timothy Burns is a financial advisor with Cetera and holds a Series 66 designation, bringing 22 years of experience in the industry. He has previously worked at Avantax Insurance Services and 1st Global Advisors, and he also owns Burns & Johnston CPAs, where he practices as a CPA, handling tax preparation and business advisory services. Additionally, he operates Burns Financial Services, focusing on investment-related client meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary 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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