Michael Paretzky is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 66 designation and has been involved in various nonprofit and community roles, including serving as operations director for Kollel Toras Chesed and operations manager at Mesivta Shaarei Adirim. Additionally, he is a board member of the National Eruv Initiative. Cetera Investment Advisers LLC serves individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers diversified portfolio management and financial planning services using a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Moira Lee is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and eight years of industry experience. She has been with Cetera since 2018 and also operates a legal practice providing estate planning services, including drafting trusts, wills, and powers of attorney. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services executed via multiple program platforms and manager options.

David Strulowitz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cetera since 2012 and also operates a law practice as an attorney, a role he has maintained since 1985. Outside of his advisory and legal work, he teaches classes on spirituality and conducts video interviews focused on spiritual experiences. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment managers through a multi-manager platform with various program options.

Berton Goldstein is a financial professional with Cetera, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with Cetera since 2004 and operates a tax and accounting practice as a CPA, as well as a separate law practice. Goldstein also owns a financial services firm under a DBA name, managing his investment practice. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.