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Ashley P

Series 66

Roanoke, TX

Cetera

Ashley Pedersen is a financial advisor with Cetera and holds a Series 66 designation, bringing 18 years of industry experience. She has held roles at Avantax Advisory Services, Independent Financial Group, and currently serves as Director of Client Development at Wealth Financial Partners. Outside of financial advising, she is an independent contractor with Color Street, a beauty product company, and maintains an active Texas real estate license, working as a real estate agent. She is also Vice President of Regenerative Solutions at Regen Bioscience, where she supports sales and education on regenerative medicine products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and custodial relationships.

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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Bryan T

Series 63, Series 66

Roanoke, TX

Cetera

Bryan Trimboli is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at various Cetera entities since 2024, following a long tenure at Avantax Advisory Services and Avantax Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with access to both affiliated and unaffiliated 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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