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Alissa B

Series 65, Series 63

St Louis, MO

Cetera

Alissa Beach is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and possessing four years of industry experience. She has worked with various Cetera entities since 2021 and serves as a financial coordinator at Walsh Financial Services, LLC. Additionally, she is licensed as an insurance agent and sells life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated 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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David W

Series 63, Series 65

St Louis, MO

Cetera

David Walsh is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Cetera and its affiliates since 2021 and previously spent seven years with VOYA Financial Advisors. Walsh is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by more than 10,000 advisors and managing over $256 billion in assets.

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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Myles Z

Series 63, Series 66

Saint Louis, MO

Cetera

Myles Zlepper is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Voya Financial Advisors. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients, providing a range of portfolio management and financial planning services through a large network of independent 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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Adrian S

Series 65, Series 66

St Louis, MO

Cetera

Adrian Stevens is a financial advisor with Cetera, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Voya Financial Advisors and operates Stevens Wealth Management, a financial services firm offering fixed insurance products. Stevens is also licensed to sell life, health, disability, fixed annuities, and long-term care insurance. Cetera Investment Advisers LLC serves a broad 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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