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Tara O
Series 66
Spring, TX
Cetera
Tara Olson is a Series 66 licensed financial advisor with eight years of industry experience. She is currently with Cetera and has previously worked at firms including Avantax Advisory Services and R&R Wealth Management. Olson also serves as a paraplanner at DGN Wealth Advisors, providing client support and assisting with planning and trade execution. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform and supports both discretionary and non-discretionary strategies.
Paul N
Series 63, Series 65
Spring, TX
Cetera
Paul Nitz is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Prior to joining Cetera in 2025, he spent two decades at Avantax Advisory Services and over 30 years associated with related Avantax entities. In addition to his advisory work, he owns a legal and tax preparation practice focused on estate planning and tax return preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and retirement services, supported by over 10,000 advisors and managing more than $256 billion in assets.
Sebastian M
Series 63, Series 66
Spring, TX
Cetera
Sebastian Marti is a financial advisor at Cetera with 16 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include five years with TIAA-CREF before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with discretionary and non-discretionary program options.
Richard C
Series 66
Spring, TX
Cetera
Richard Canlas is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera since 2021 and previously spent four years with Voya Financial Advisors. In addition to his financial advisory career, Canlas has operated as an attorney since 1997. 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 discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of investment programs and third-party managers.
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