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Janell E

Series 63, Series 65

San Angelo, TX

Cetera

Janell Eckert is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has previously worked with Avantax and Tactical Wealth Management and currently provides financial services through her own sole practice. Outside of advising, she is an instructor and professional speaker offering continuing education courses for CPAs and volunteers as a board member for the Concho Valley Republican Women. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a nationwide network of advisors and provides access to various managed account options and 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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Samantha M

Series 66

San Angelo, TX

Cetera

Samantha Mc Intyre is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Her prior work includes roles at Tactical Wealth Management, DoorDash, Inc., and Michael A. Baird, Attorney at Law. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, including access to third-party money managers and multiple 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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