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Brayden C

Series 66, Series 63

Southlake, TX

Cetera

Brayden Cook is a financial advisor with Cetera in Southlake, TX, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes positions at Charles Schwab & Co., Inc. and several Cetera-affiliated firms. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving a diverse client base, including individuals, employer-sponsored 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 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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Brian S

Series 66

Southlake, TX

Cetera

Brian Stern is a financial advisor with Cetera in Southlake, TX, holding a Series 66 designation and 12 years of industry experience. He has been affiliated with Cetera and related entities since 2017 and is the owner of multiple financial services businesses, including Farpointe Wealth Partners, LLC and Highpoint Financial Group, LLC. Stern also has involvement with a tax and accounting firm, Steven L. Wilson & Associates, in a management and strategy capacity. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of more than 10,000 advisors. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, retirement services, and various program structures.

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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Richard R

CFP®, Series 63

Southlake, TX

Cetera

Richard Rawlins is a CFP® professional with 29 years of industry experience, currently affiliated with Cetera in Southlake, TX. His career includes roles at Avantax and multiple entities under the Cetera umbrella. He serves as CEO and board member of Fairpointe Wealth Partners, a nonprofit organization, and is also on the board of Young Life in Grapevine Colleyville. Cetera is an SEC-registered adviser that supports a nationwide network of over 10,000 independent advisors, serving individual, institutional, corporate, and charitable clients. The firm offers a range of portfolio management and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

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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