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Joshua R

Series 66

South Jordan, UT

Cetera

Joshua Ready is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. for 12 years before joining Cetera and founding READY WEALTH in 2025. Outside of his advisory role, he is also an author of children's books. 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 consulting services, operating as a multi-manager platform with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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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Joseph B

Series 66

South Jordan, UT

Cetera

Joseph Barr is a financial advisor with Cetera, holding the Series 66 designation and 18 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America and TIAA-CREF. Outside of his advisor role, he owns Pinnacle Peak Financial, LLC, which provides financial services and insurance. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services with access to multiple program structures 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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