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Michael S
CFP®, Series 63, Series 65
Scottsdale, AZ
Cetera
Michael Self is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at Cetera since 2020 and previously spent 15 years with First Financial Equity Corp. In addition to his advisory work, he serves as a trustee managing client trusts and acts as a power of attorney for a family friend. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of investment management and retirement services, including access to multiple program structures and third-party managers.
Shawn P
Series 66
Scottsdale, AZ
Cetera
Shawn Perona is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, AXA Advisors, and Rocket Mortgage. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.
Christian D
CFP®, Series 63, Series 66
Scottsdale, AZ
Cetera
Christian Diegel is a CFP® with 20 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience at Edward Jones. Diegel also serves as managing member of Chawoogie Buckaroo LLC, a real estate holding company. Cetera is a large nationwide advisory firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering a range of investment strategies through discretionary and non-discretionary programs.
Shane O
CFP®, Series 66
Scottsdale, AZ
Cetera
Shane O'Keefe is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera in Scottsdale, AZ. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Renaissance Financial, and Securian Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse 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 through a multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.
Gregory H
Series 63, Series 65
Scottsdale, AZ
Cetera
Gregory Hunter is a financial professional with 27 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has held positions at firms including Merrill, Edward Jones, and First Allied Advisory Services. Hunter is also a successor trustee for an individual trust and manages raw land development through a separate business entity. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.
Alexandra W
Series 66
Scottsdale, AZ
Cetera
Alexandra Whitcher is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in client service and account maintenance roles at Mosaic Financial Associates since 2024. Prior to her advisory career, she held various positions in the hospitality and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party money managers.
Jason B
CFP®, Series 63
Scottsdale, AZ
Cetera
Jason Benedetti is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Mass Mutual Investors Services, METLIFE Securities Inc, and Massachusetts Mutual Life Insurance Company. He is part owner of In Touch Wealth Advisors and serves on the boards of several nonprofit organizations, including We Share, Inc., Caritas in Veritate International, and Mater Misericordiae Catholic Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services.
Anthony C
CFP®, Series 63, Series 65
Scottsdale, AZ
Cetera
Anthony Cosentino is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 12 years of industry experience. Prior to joining Cetera, he worked at The Vanguard Group for seven years and is also associated with Wilde Wealth Management. Outside of his advisory roles, Cosentino serves as a grant committee member for the Arizona Community Foundation, mentors small nonprofits on fundraising and gifting rules, and is a board member of the Sedona Humane Society. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, financial planning services, and access to third-party managers.
Anthony W
ChFC®, Series 63, Series 65
Scottsdale, AZ
Cetera
Anthony Williams is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. He has served in various capacities including president roles at Orthopedist Advisory Group and Mosaic Financial Associates. Outside of advisory work, he is involved as a camp director for a nonprofit organization and is the author of several Amazon Kindle e-books. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management options and third-party managers, overseeing assets exceeding $256 billion through more than 10,000 advisors nationwide.
Jacob C
Series 66
Scottsdale, AZ
Cetera
Jacob Chapman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several affiliated and related firms since 2022, including Wilde Wealth Management Group and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individual investors to institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party money managers.
Marcus O
Series 63, Series 65
Scottsdale, AZ
Cetera
Marcus Ortega is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes extended tenures at Mosaic Insurance Associates, Mosaic Financial Associates, and Next Financial Group, with ongoing leadership in multiple financial and insurance ventures. He is a partner in Orthopedist Advisory Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform that includes affiliated and third-party managers, catering to diverse client needs and account structures.
Ethan M
Series 66
Scottsdale, AZ
Cetera
Ethan Moore is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Before joining Cetera and its associated entities in 2026, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Pacific Advisors. Outside of financial advising, Moore is involved in personal training and strength coaching. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse clientele including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment options.
Andrew W
Series 66
Scottsdale, AZ
Cetera
Andrew Wong is a financial professional at Cetera with three years of industry experience. He holds a Series 66 designation and has worked previously at Mutual of America and Oregon State University. Outside of his advisory role, he is involved with Wilde Wealth Management, where he performs financial professional and administrative duties. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to third-party money managers.
Jason F
Series 63, Series 65
Scottsdale, AZ
Cetera
Jason Fial is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Cetera Advisors LLC and Country Insurance & Financial Services, among other firms. Outside of his advisory role, he owns and oversees operations at Jason Fial Insurance Agency Inc., a property and casualty insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform incorporating both affiliated and third-party managers.
Chadi M
Series 63, Series 66
Scottsdale, AZ
Cetera
Chadi Majed is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JP Morgan Securities LLC for 11 years. In addition to his advisory role, he has been involved in restaurant ownership and operation through Pitadise LLC and KS Pita LLC. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual and institutional clients nationwide, offering a range of portfolio management, financial planning, and retirement services. The firm provides access to both affiliated and third-party managers, with options spanning automated allocations to customized strategies.
Trevor W
Series 66
Scottsdale, AZ
Cetera
Trevor Wilde is a financial advisor with Cetera having over 25 years of industry experience and holding a Series 66 designation. He has been associated with Cetera and its affiliates since 2013 and currently holds roles at Foundry Family Office, Pinnacle Wealth Advisors, and his own holdings companies. Wilde is active in community and nonprofit organizations, serving on the boards of Child Crisis Arizona, Notre Dame Prep High School, and Junior Achievement of Arizona. Cetera Investment Advisers is a large SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, providing access to affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.
Anthony C
CFP®, Series 63, Series 65, Series 66
Scottsdale, AZ
Cetera
Anthony Calhoun is a CFP® with 27 years of experience in the financial services industry. He is currently affiliated with Cetera and Wilde Wealth Management and has prior experience at Wells Fargo, J.P. Morgan Chase, and Charles Schwab. Outside of his advisory work, he owns an RV rental business and serves as treasurer on the board of Scouts of America. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services to individual, retirement plan, corporate, charitable, and institutional clients, utilizing a multi-manager platform that includes affiliated and third-party managers.
Michael O
Series 66
Scottsdale, AZ
Cetera
Michael Obenauf is a financial advisor at Cetera with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Mass Mutual Investors Services and Wilde Wealth Management Group. In addition to his advisory role, he is also an insurance agent selling life, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.
Eric B
Series 63, Series 65
Scottsdale, AZ
Cetera
Eric Beswick is an associate advisor at Wilde Wealth Management, affiliated with Cetera, and holds Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Fidelity Investments and Skyline Window Wash. Beswick also has experience working in various service and tour-related positions. Cetera Investment Advisers LLC is a large 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 through a multi-manager platform that provides access to both affiliated and third-party investment managers.
Scott H
Series 63, Series 66
Scottsdale, AZ
Cetera
Scott Hitchler is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He is also the owner of Saguaro Wealth Management, where he has worked since 2015. Outside of his advisory work, Hitchler serves as president of a local networking group in Scottsdale and manages an accounting business. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services with access to both affiliated and third-party money managers, overseeing over $256 billion in assets.
Andres F
CFP®, Series 66
Scottsdale, AZ
Cetera
Andres Favela is a financial advisor at Cetera with 14 years of industry experience. He holds the CFP® and Series 66 designations and has worked at several firms including Wilde Wealth Management and Continuum Advisory. He serves as an elected board member of Care 4 The Caregivers, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to affiliated and third-party investment options.
David H
Series 63, Series 65
Scottsdale, AZ
Cetera
David Hickson is a financial advisor with Cetera who holds Series 63 and Series 65 certifications and has 17 years of industry experience. Prior to joining Cetera in 2025, he worked at Independent Financial Group, Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of his advisory role, Hickson is involved in family estate planning through his ownership of Eclectic Advisors. Cetera Investment Advisers LLC provides services to individuals, retirement plans, corporate, charitable, and institutional clients through a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a large network of over 10,000 advisors and manages more than $256 billion in assets.
Lionel E
Series 66
Scottsdale, AZ
Cetera
Lionel Evans is a financial advisor at Cetera with 16 years of industry experience. He holds a Series 66 designation and has worked at Cetera Advisors LLC since 2017, following seven years at Edward Jones. Evans is also the owner of Integrity Wealth Management LLC, an income flow-through business related to investment planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Leah C
Series 63, Series 65
Scottsdale, AZ
Cetera
Leah Clancy is a financial advisor at Cetera with 16 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at firms including Wells Fargo Advisors, AssetMark Financial Inc, LPL Financial, and USAA Financial Advisors. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with multiple program structures and access to third-party managers.
Lawrence R
Series 63, Series 65
Scottsdale, AZ
Cetera
Lawrence Ritter is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Cetera and its affiliated entities since 2017 and previously at Mass Mutual Investors Services and MassMutual Southwest Pacific. Outside of advisory roles, he is also an insurance agent selling life, health, disability, fixed annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporations, charities, and institutions. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors and provides access to various investment platforms and third-party managers.
David J
CFP®, Series 63, Series 65, Series 66
Scottsdale, AZ
Cetera
David Jazo is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. His career includes roles at Arizona Bank & Trust, LPL Financial, Johnson Bank, Wells Fargo, and Banc of America Investment Services. He serves as president of a homeowners association and is a board member of a professional theatre company. Cetera Investment Advisers LLC is an SEC-registered adviser offering a broad range of portfolio management and financial planning services through a nationwide network of independent advisors to individuals, retirement plans, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and third-party managers with various program structures and supervisory arrangements.
Kirtus B
CFP®, Series 66
Scottsdale, AZ
Cetera
Kirtus Brutsman is a CFP® professional affiliated with Cetera, with 23 years of experience in the financial industry. He has worked at Cetera Advisors LLC since 2013 and currently serves at Cetera. In addition to his advisory role, Brutsman owns Itchus Advisors LLC, where he provides financial planning and investment advice, and presents educational seminars through Wilde Wealth Management Group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering both discretionary and non-discretionary investment strategies, supported by affiliations that provide model portfolios and specialized investment options.
Tara H
Series 63, Series 66
Scottsdale, AZ
Cetera
Tara Hanson is a financial professional with 10 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has worked at several firms including Valic Financial Advisors and loanDepot. Hanson is also involved with Mosaic Financial Associates, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.
Tommy S
Series 66
Scottsdale, AZ
Cetera
Tommy Stovall is a financial advisor with Cetera who holds a Series 66 credential and has six years of industry experience. He also operates Tommy Stovall, PLLC, providing HR consulting and business brokerage services, and is part owner of Pasidg Productions, Inc., a film production company. Stovall has been affiliated with Cetera and its related entities since 2020. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a multi-manager platform with various program options and affiliated resources.
Jordan K
Series 63, Series 65
Scottsdale, AZ
Cetera
Jordan Klein is a financial advisor at Cetera with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group and Wilde Wealth Management. Outside of finance, his background includes roles in fitness and cleaning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, 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 and provides access to multiple investment strategies and third-party managers.
Benjamin Z
Series 66
Scottsdale, AZ
Cetera
Benjamin Zamora is a financial advisor at Cetera with 19 years of industry experience and holds the Series 66 designation. He previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC before joining Cetera in 2020. Outside of his advisory role, Zamora owns Desert Heat Trading Cards, LLC, a business involved in buying and selling trading cards. Cetera is a nationwide investment advisory firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes affiliated and third-party money managers, providing clients with diverse program options and investment strategies.
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