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Jared L
CFP®, Series 66
Richmond, VA
Cetera
Jared Lewis is a CFP® with 17 years of industry experience, currently serving at Cetera since 2023. He has previously worked with Virginia Asset Management and Minnesota Life Insurance Company, including their affiliate Securian Financial Services. Outside his advisory role, he co-owns Irongate Capital Advisors, LLC, a firm involved in securities offering, advisory, and insurance services. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, leveraging a large network of advisors and affiliated third-party managers.
Scott B
CFP®, Series 66
Richmond, VA
Cetera
Scott Broaddus is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera. His prior work includes long-term roles at Select Brokers, LLC and Virginia Asset Management. Outside of his advisory duties, he owns Broaddus Investments LLC and serves as a board member of Premier Resource Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with diverse program options.
Karolina E
ChFC®, Series 63
Richmond, VA
Cetera
Karolina Ellis is a financial advisor at Cetera with 10 years of industry experience and holds the ChFC® and Series 63 designations. She has previously worked at Securian Financial Services Inc, Northwestern Mutual Investment Management, and Miller Financial Services. Outside of her advisory role, she was involved with F45 Training for one year. Cetera Investment Advisers LLC is an SEC-registered adviser 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 discretionary and non-discretionary portfolio management services, including access to third-party money managers and model portfolios.
Emily A
Series 66
Richmond, VA
Cetera
Emily Armstrong is a financial professional with 15 years of industry experience, currently associated with Cetera. She holds the Series 66 designation and has worked at several firms, including Virginia Asset Management and Securian Financial Services. In addition to her advisory role, she serves as a notary public in an independent contractor capacity. Cetera Investment Advisers LLC is an SEC-registered firm that provides services to individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning solutions through a multi-manager platform with access to affiliated and third-party managers.
Benjamin B
Series 66
Richmond, VA
Cetera
Benjamin Bowman Jr. is a Series 66-credentialed financial advisor with four years of industry experience, currently affiliated with Cetera in Richmond, VA. His career includes roles at VAM Partners–Irongate Capital Advisors, Securian Financial Services, and Worth Higgins & Associates, Inc. He serves as a board member for Corporate Growth Richmond, a nonprofit networking organization, and works as a consultant for the Printing and Graphics Association MidAtlantic. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diversified portfolio management options, including discretionary and non-discretionary services, and manages over $256 billion in assets through more than 10,000 advisors.
Jennifer F
Series 66
Richmond, VA
Cetera
Jennifer Farley is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Northwestern Mutual, Bloom, LLC, Securian Financial Services, and VAM Partners. She is also involved with Virginia Asset Management, where she provides operational support. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services across multiple program structures and custodial relationships.
Susan M
CFP®, Series 63
Richmond, VA
Cetera
Susan Murphey is a CFP® professional with 11 years of industry experience. She is currently affiliated with Cetera and has previously worked at Virginia Asset Management, Securian Financial Services Inc, and Kanawha Capital Management. Murphey serves as Vice President of Membership on the board of the Central Virginia Employee Benefits Council. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a wide range of advisory services through a multi-manager platform with discretionary and non-discretionary portfolio management options.
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