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Logan A

Series 66

Savannah, TN

Cetera

Logan Alfano Webb is a financial advisor with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2023. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated 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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Larry R

Series 63

Savannah, TN

Cetera

Larry Rich Jr. is a financial advisor with Cetera, holding a Series 63 designation and bringing 34 years of industry experience. His prior roles include positions at Securian Financial Services, Inc. and Minnesota Life, and he has maintained long-term involvement with Shoemaker Agency and Ascend Financial Services. Outside of advisory work, he serves as treasurer and board member for local churches and sits on the board of the Savannah Industrial Development Corporation. Cetera Investment Advisers LLC is a large nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with diverse program options and over $256 billion in assets under management.

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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Joshua R

Series 66

Savannah, TN

Cetera

Joshua Rich is a financial professional at Cetera with a Series 66 designation and one year of industry experience. His prior work includes positions with the Atlanta Braves, FedEx, and several Major League Baseball teams. He is also affiliated with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment strategies 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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