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Morgan H

Series 66

Rock Hill, SC

Cetera

Morgan Hinchen is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Hinchen worked at Independent Advisor Alliance, LPL Financial LLC, and held various roles in financial and administrative positions. He also provides administrative support to Independent Advisor Alliance through his business activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to affiliated and third-party investment 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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John S

CFP®, Series 63

Rock Hill, SC

Cetera

John Sloop Jr. is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Cetera. His prior experience includes roles at LPL Financial and Independent Advisor Alliance, with ongoing business activities including serving as a notary public in Rock Hill, SC. He also operates several business entities related to investment and financial 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 discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets through more than 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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John B

ChFC®, Series 66

Rock Hill, SC

Cetera

John Black III is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Cetera and has previously worked with LPL Financial and Independent Advisor Alliance. Black also serves as a member of the Rock Hill City Council, a position he has held since 2010. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services delivered through a large nationwide network of independent advisors.

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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Allison G

Series 63, Series 66

Rock Hill, SC

Cetera

Allison Grier is a financial advisor with Cetera in Rock Hill, SC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at LPL Financial and Independent Advisor Alliance. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in client 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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