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Howard B

Series 63, Series 65

Spokane, WA

Cetera

Howard Barto is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has worked at firms including Washington Trust Bank, Principal Securities Inc, and Integral Planning & Wealth Management. He also serves as a trust officer and relationship manager at Washington Trust Bank. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

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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Gregory L

Series 66

Spokane, WA

Cetera

Gregory Lambert is a financial advisor at Cetera with 28 years of industry experience. He holds the Series 66 designation and has been with Cetera and related entities since 2004. Lambert is based in Spokane, WA. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party managers across 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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Chase N

Series 63, Series 66

Spokane, WA

Cetera

Chase Naccarato is a financial advisor at Cetera with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Spokane Teachers Credit Union and The Vanguard Group, Inc. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer-sponsored, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services and operates a multi-manager platform with access to both 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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Beverly G

CFP®, Series 63, Series 65

Spokane, WA

Cetera

Beverly Gleason is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Cetera since 2015. She has a long tenure with Washington Trust Bank dating back to 2000. Beverly holds Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm offering services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with various program options and affiliated partnerships.

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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Kristopher W

Series 66

Spokane, WA

Cetera

Kristopher Watts is a financial advisor at Cetera with 25 years of industry experience. He holds the Series 66 designation and has been with Cetera and affiliated entities since 2015. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse program options and custodial relationships.

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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