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Travis T

CFP®, Series 63, Series 66

Russellville, AR

Cetera

Travis Teague is a CFP® with 27 years of experience in the financial services industry, currently affiliated with Cetera. He has held advisory roles at firms including Avantax and 1st Global Advisors. Outside of his advisory work, he is involved with Landmark Financial, LLC as a BMS Advisor. 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 multi-manager platform with a range of portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 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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Roger B

Series 66

Russellville, AR

Cetera

Roger Brunk Jr. is a financial advisor with Cetera, holding the Series 66 designation and bringing 25 years of industry experience. His career includes long tenures at Avantax Investment Services and 1st Global Capital Corp., as well as ongoing involvement with Landmark Financial LLC. Outside of his advisory work, he serves on the boards of the Financial Services Institute and Firstar Financial Corporation, and owns several business ventures including merchant processing and real estate holding companies. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. It offers multiple portfolio management options through a multi-manager platform, providing a wide range of discretionary and non-discretionary services 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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