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Hannah C
Series 66
Scottsdale, AZ
Cetera
Hannah Casabona is a financial advisor at Cetera with three years of industry experience and holds a Series 66 designation. Her prior experience includes two years at Morgan Stanley and roles at multiple Cetera entities. Outside of finance, she has been involved with Casabona Chiropractic since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment strategies through a large nationwide network of advisors.
Gary F
Series 66
Scottsdale, AZ
Cetera
Gary Frisch is a financial advisor at Cetera with 13 years of industry experience and a Series 66 designation. His prior roles include positions at Avantax Advisory Services, 1st Global Advisors, and managing fiduciary responsibilities for several trusts. He serves as treasurer on the board of Sun City Area Interfaith Services, Inc., a nonprofit offering supportive community programs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual, corporate, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that combines affiliated and third-party investment strategies.
Matthew M
Series 63, Series 65, Series 66
Scottsdale, AZ
Cetera
Matthew Munn is a financial advisor at Cetera with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Cetera in 2022, he spent 20 years at First Financial Equity Corporation. Outside of his advisory role, Munn is also a licensed real estate agent involved in listing, buying, and selling residential properties. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 and employs a multi-manager platform with various program options and custodial relationships.
David M
PFS™, Series 63, Series 66
Scottsdale, AZ
Cetera
David Monheit is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including prior roles at Avantax and 1st Global Advisors. Outside of his advisory work, he serves as Treasurer and board member for the Jewish Genetic Diseases Center of Greater Phoenix and is involved in managing a family partnership interest in a Miami restaurant. Cetera Investment Advisers LLC provides services to individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers various portfolio management and financial planning solutions, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, and serves approximately 800,000 clients with over $256 billion in assets under management.
Alec B
CFP®, Series 63, Series 66
Scottsdale, AZ
Cetera
Alec Bruington is a CFP® professional with eight years of industry experience, currently affiliated with Cetera in Scottsdale, AZ. His background includes seven years at The Vanguard Group, Inc. and roles at various firms, including FDF Wealth Strategies where he is involved in learning advisory practice operations. Cetera Investment Advisers LLC is a large, nationwide SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party model portfolios.
David K
Series 63, Series 65
Scottsdale, AZ
Cetera
David Kliber is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Cetera in 2024. Kliber also operates Kliber Wealth Management, LLC and has been involved in selling fixed insurance products since 1997. Cetera Investment Advisers LLC provides services through a large 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, utilizing a multi-manager platform with discretionary and non-discretionary program options.
Thomas J
Series 63, Series 66
Scottsdale, AZ
Cetera
Thomas Jeffrey is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has held roles at Cetera Wealth Services, Raymond James & Associates, and First Financial Equity Corporation. Outside of financial services, he is a part-owner of two independent mail and shipping stores operated by his wife. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that features model portfolios, third-party managers, and customizable strategies.
Douglas S
CFP®, Series 66
Scottsdale, AZ
Cetera
Douglas Salaway is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has prior experience with Avantax Insurance Agency, Avantax Advisory Services, and operates DKS Financial Strategies as a DBA of Emerald Tax and Financial Services, Inc., where he also serves as president and owner. Outside of his advisory work, he manages a network of H&R Block offices focused on tax preparation and provides personal and financial organization services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and ongoing client supervision across a large nationwide network of advisors.
Harold P
ChFC®, Series 63, Series 65
Scottsdale, AZ
Cetera
Harold Pollov is a financial advisor at Cetera with over 50 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management for a combined 21 years. In addition to his advisory role, Pollov serves as CEO of The Oasis Asset Management Group Inc., a financial services firm he has led since 2005. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of more than 10,000 independent advisors. It offers a range of portfolio management and consulting services to individuals, retirement plans, corporate, charitable, and institutional clients through various program structures and third-party money manager options.
John E
Series 63, Series 65
Scottsdale, AZ
Cetera
John Emig is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at First Allied Securities Inc and CC Services Inc. Since 2021, he has been associated with multiple Cetera entities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform with access to affiliated and third-party managers across diverse program structures.
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