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Benjamin A

Series 63, Series 65

Spartanburg, SC

Cetera

Benjamin Atkins is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 17 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and was previously with Concourse Financial Group Securities Inc for 14 years. In addition, he manages operations and client interactions at Kyle Atkins Financial Group, an insurance-related business he has been involved with since 2010. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

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 T

Series 63, Series 65

Spartanburg, SC

Cetera

Jonathan Trbovich is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at firms including Northern Lights Distributors LLC and CLS Investments LLC, and currently operates Atkins & Trbovich, LLC and JRT Investments, LLC. Outside of his advisory roles, he serves as treasurer for a youth soccer team and is a co-board member of a family business managing a real estate portfolio. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers through a multi-manager platform.

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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Donald A

CFP®, ChFC®, Series 63, Series 65

Spartanburg, SC

Cetera

Donald Atkins is a financial advisor with Cetera in Spartanburg, SC. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Atkins previously worked at Concourse Financial Group Securities Inc for over two decades and currently serves as president of his own financial planning firm, Kyle Atkins Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through multiple program structures and a mix of discretionary and non-discretionary authorities.

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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