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Danielle S

CFP®, Series 63

Sewickley, PA

Cetera

Danielle Slacker is a CFP® with 11 years of industry experience, currently affiliated with Cetera. She has held roles at multiple firms, including Avantax and Cambridge Investment Research Advisors, and serves as Senior Tax Manager at Mercadante & Company, P.C., where she provides tax planning, preparation, and consultation services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through 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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Justin B

Series 63

Sewickley, PA

Cetera

Justin Best is a financial advisor at Cetera with 7 years of industry experience and holds a Series 63 designation. He has worked at multiple entities within the Cetera network since 2025 and is also involved in several business ventures, including ownership and management roles in home improvement companies such as Window Depot Global, LLC. Additionally, he serves as a senior manager at Mercadante & Company PC, where he prepares and reviews tax returns. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting a nationwide network of over 10,000 advisors. The firm serves a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through various program platforms and third-party money 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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Jonathan K

Series 66

Sewickley, PA

Cetera

Jonathan Kratsas is a financial advisor with Cetera and holds a Series 66 designation, bringing 20 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services. Outside of his advisory role, he is a managing partner at Mercadante & Company, P.C., a CPA firm, and serves as a trustee for fiduciary appointments. Cetera Investment Advisers LLC is an SEC-registered firm with a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

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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Adam L

Series 63, Series 65

Sewickley, PA

Cetera

Adam Logan is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and provides both investment and tax-related financial advice through his roles at Kratsas Wealth Management and Mercandante & Company, P.C. Prior to joining Cetera, he worked at firms including Avantax and Penn Mutual Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment 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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