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Samuel B
Series 66
Sandy, UT
Cetera
Samuel Barney is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at Regions Financial Corporation and Utah Valley University. Outside of his advisory role, he has experience in academic settings and brief involvement in other businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. It offers a multi-manager platform with a range of portfolio management and financial planning services, operating through a large network of independent advisors.
Bodhi A
Series 66
Sandy, UT
Cetera
Bodhi Anderson is a Series 66-credentialed financial advisor with Cetera, based in Sandy, Utah, and has been with the firm since 2026. Prior to Cetera, he held roles at Travelers Insurance, The Scion Group, and has experience connected to Arizona State University. 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 various portfolio management options and a range of program structures, supported by over 10,000 advisors and $256 billion in assets under management.
Derek S
Series 66
Sandy, UT
Cetera
Derek Spackman is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked at America First Federal Credit Union and several other organizations. He is also affiliated with Renaissance Financial, where he provides securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and financial planning services through a multi-manager platform.
Alexandra H
Series 66
Sandy, UT
Cetera
Alexandra Hilbert is a financial advisor with Cetera, holding the Series 66 designation and possessing five years of industry experience. Her prior roles include positions at Janney Montgomery Scott and Carta Securities. Outside of advising, she works as a server at a restaurant and serves as Director of Events for a nonprofit organization related to a local ladies’ executive golf society. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and custodial relationships.
Todd F
Series 66
Sandy, UT
Cetera
Todd Frumson is a financial advisor at Cetera with three years of industry experience. He holds a Series 66 designation and has worked at various firms including Minnesota Life Insurance Company and Renaissance Financial. He serves as an elected board member for Big Brothers Big Sisters of Utah. Cetera Investment Advisers LLC provides advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.
Mc Kay D
Series 66
Sandy, UT
Cetera
Mc Kay Dewey is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, Dewey held roles at Hire Bloom, Clozd, and Atlantic Key Energy, and was employed at Brigham Young University for three years. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through a network of more than 10,000 advisors.
Paul R
Series 66
Sandy, UT
Cetera
Paul Rechberger is a financial advisor with Cetera, holding a Series 66 designation and currently based in Sandy, UT. He has been with Cetera since 2026 and previously worked in education and the Austrian Armed Forces. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and consulting services through a multi-manager platform with extensive assets under management and a large nationwide network of advisors.
Benjamin H
Series 66
Sandy, UT
Cetera
Benjamin Hill is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work includes roles outside of finance, such as involvement with Glenwild Golf Club and local baseball teams, as well as experience in catering and university settings. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and supports multiple investment approaches including model portfolios, third-party managers, and customized strategies.
David C
Series 66
Sandy, UT
Cetera
David Caestecker is a financial professional with one year of experience, currently affiliated with Cetera. He holds a Series 66 designation and has previously worked with Renaissance Financial and Tarantula Hill Brewing Co. His background includes financial planning and asset management. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and consulting services, supported by over 10,000 advisors managing more than $256 billion in assets.
Jennifer C
Series 66
Sandy, UT
Cetera
Jennifer Campbell is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has previously worked at Woodside Energy and BHP. Outside of her advisory role, she serves as a mentor for Silicon Slopes, a networking group supporting women and people in technology. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program options and custodial relationships.
Nathan H
Series 66
Sandy, UT
Cetera
Nathan Hale is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work history includes roles at WaFd Bank and Renasant Bank, as well as positions in education and various service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, with access to multiple investment strategies and program structures.
Isaac F
Series 66
Sandy, UT
Cetera
Isaac Funes is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked in various roles, including financial planning and project management in roofing. Outside of financial advisory, he is involved with Master Roofing as a repair technician and project manager. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms with discretionary and non-discretionary authorities, supported by a large network of over 10,000 advisors.
Conor O
Series 66
Sandy, UT
Cetera
Conor Oneill is a financial advisor with Cetera who holds a Series 66 designation and has one year of industry experience. Prior to joining Cetera, he had a brief tenure at Morgan Stanley and Renaissance Financial. Outside of his advisory role, he serves as a board member of the University of Utah Young Alumni Committee and coaches lacrosse. Cetera Investment Advisers LLC provides a range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients with diverse portfolio management and financial planning solutions.
Joshua L
Series 66
Sandy, UT
Cetera
Joshua Lenners is a financial professional with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He has experience working with Renaissance Financial and Cetera Wealth Services, LLC. Outside of his financial activities, he has been involved with Willow Creek Country Club and Eggsburgh. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and multiple program platforms.
Samantha C
Series 66
Sandy, UT
Cetera
Samantha Carter is a financial professional with Cetera and holds a Series 66 designation. She has been working in the financial services industry since 2025, including roles at Cetera, Cetera Wealth Services, and Renaissance Financial. Prior to her financial career, she was involved in several non-financial roles, including operating Hug Hes Cafe for five years. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures and custodial relationships.
Mason C
CFP®, Series 66
Sandy, UT
Cetera
Mason Cook is a CFP®-designated financial advisor with five years of industry experience, currently affiliated with Cetera. He has previously worked at Minnesota Life Insurance Co and Securian Financial Services Inc, among others. Mason is also involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services through a multi-manager platform with access to a broad array of modeling and investment strategies.
Grace J
CFP®, Series 66
Sandy, UT
Cetera
Grace Jones is a CFP® with two years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Thrivent Investment Management Inc and US Bank, along with positions at the University of Utah. She serves as Vice President of Finance for the Pi Beta Phi Salt Lake City Alumni Club and is Treasurer of the Utah chapter of the Women’s Energy Network. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and a range of investment program options.
Dylan M
Series 66
Sandy, UT
Cetera
Dylan Moore is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he worked in the food service industry, including a role as a bartender at Outback Steakhouse. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and advisory services through a multi-manager platform featuring both affiliated and third-party investment options.
Janice H
Series 65, Series 63
Sandy, UT
Cetera
Janice Hernandez is a financial advisor at Cetera with two years of industry experience. She holds Series 65 and Series 63 credentials and previously worked at Goldman Sachs and Wilson-Davis & Co., Inc. Outside of her advisory role, she has been involved with Upper Room Real Estate for over two decades. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, employing both discretionary and non-discretionary program structures.
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