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Ryan M

Series 66

St Louis, MO

Cetera

Ryan Murphy is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked at firms including Renaissance Financial Corp and Securian Financial Services. In addition to his advisory role, Murphy is involved in the sales of fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment 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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Brandon H

Series 66

St. Louis, MO

Cetera

Brandon Haid is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 designation and three years of industry experience. He has worked at Cetera and affiliated entities since 2023 and previously held roles at Securian Financial Services and Bellhops. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary 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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Elias S

Series 66

St. Louis, MO

Cetera

Elias Stavrianos is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 credential and beginning his advisory career in 2026. His prior work experience includes roles at Jet Aviation and Maryville University, as well as involvement with various organizations such as Downeast Bird Dawgs and Gateway Grizzlies. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through 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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Bradley C

Series 66

St Louis, MO

Cetera

Bradley Cox is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked with Renaissance Financial Corp since 2021 and Cetera since 2023. Outside of his advisory roles, Cox serves as president of the Young Professionals board at Folds of Honor, where he leads communications and event planning to raise funds for educational scholarships. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

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 S

CFP®, Series 66

St Louis, MO

Cetera

Richard Siefert is a CFP® with 26 years of experience in the financial industry. He is currently with Cetera and has worked with Ascend Financial Services and Renaissance Financial Corp for over two decades. He serves as successor trustee for a family trust. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large network of independent advisors, offering a range of investment management and retirement services to individual, corporate, and institutional clients.

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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Noah M

Series 66

St Louis, MO

Cetera

Noah Mosqueda is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Outside of his advisory role, Mosqueda serves as a platoon leader in the Army National Guard and is on the advisory board for Friends of Kids with Cancer, a community outreach organization. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of managed account platforms with both discretionary and non-discretionary options.

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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Tyler S

Series 66

St Louis, MO

Cetera

Tyler Simmons is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. His career includes roles at Renaissance Financial Corporation and Securian Financial Services Inc. Outside of his advisory work, he is involved with Images Agency, a talent agency, where he performs talent acquisition. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, allowing advisors to implement various model portfolios 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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Bryan R

Series 66

St. Louis, MO

Cetera

Bryan Rumping is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial and Cetera Wealth Services, LLC. Outside his advisory role, he has experience working at Bellerive Country Club. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers various portfolio management and retirement services, utilizing a multi-manager platform that includes affiliated and unaffiliated third-party managers across discretionary and non-discretionary 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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Thomas G

Series 63, Series 65

St Louis, MO

Cetera

Thomas Gensch is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked in various roles at Renaissance Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. In addition to his advisory work, he is involved in fixed insurance sales and acts as an insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary 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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Patrick V

CFP®, Series 66

St Louis, MO

Cetera

Patrick Van Cleave is a CFP®-designated financial advisor with 12 years of industry experience. He is currently affiliated with Cetera and has worked with Renaissance Financial and Minnesota Life Insurance Co., among others. Van Cleave serves as president of the SSM Cardinal Glennon Foundation Development Board, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party money 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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Nicholas F

Series 66

St Louis, MO

Cetera

Nicholas Fitzmaurice is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2023 and has been affiliated with Renaissance Financial since 2018. Outside of his advisory role, he also works as an insurance agent, specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and retirement services through a multi-manager platform, with over $256 billion in assets under management and 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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Teresa C

Series 66

St Louis, MO

Cetera

Teresa Colletti is a financial advisor at Cetera with three years of industry experience. She holds the Series 66 designation and has worked at Cetera and Renaissance Financial Corp, among other firms. Outside of her advisory role, she is involved with nonprofit activities including serving as a board member for West County Outdoors and volunteering in various leadership roles with Scouting America. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporations, charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and financial planning services.

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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Kristin T

CFP®, Series 66

St Louis, MO

Cetera

Kristin Thompson is a CFP®-registered financial advisor with Cetera, possessing 14 years of industry experience. She has held roles at Cetera since 2023 and previously was affiliated with Renaissance Financial and Minnesota Life Insurance Company. Thompson is involved in several community and nonprofit boards, including serving as a director of Forest Park Forever and vice chair of College Bound. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with diverse investment solutions, portfolio management options, and ongoing client supervision.

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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Hannah F

Series 66

St. Louis, MO

Cetera

Hannah Foster is a financial advisor at Cetera with one year of industry experience. She holds the Series 66 credential and has a background in physical therapy, including roles at Select Medical & SSM Health Rehabilitation Network and as a physical therapist expert witness at PT Expert Witness Edge, LLC. Foster also works as a financial advisor at Renaissance Financial. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with various portfolio management options, combining discretionary and non-discretionary services.

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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Samuel G

Series 66

St Louis, MO

Cetera

Samuel Gallup is a financial advisor with Cetera who holds the Series 66 designation and has eight years of industry experience. He has worked with Renaissance Financial Corp. since 2017 and has held roles at Minnesota Life Insurance Co. and Securian Financial Services. Gallup serves as a board member and partner of Social Venture Partners Regional Business Council and is on the advisory board of Saul Mirowitz Jewish Community School, where he will serve as treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services with multiple program options and access to both affiliated and third-party money 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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Stephen S

Series 66

St Louis, MO

Cetera

Stephen Schott is a financial advisor with Cetera who holds a Series 66 designation and has eight years of industry experience. His work history includes roles at Cetera Wealth Services, Renaissance Financial Corp, and Securian Financial Services. Schott is also involved as a financial advisor and insurance agent with Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to 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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Jacob K

Series 66

St Louis, MO

Cetera

Jacob Kayser is a Series 66 licensed financial advisor with four years of industry experience, currently affiliated with Cetera in St. Louis, MO. He has worked at Renaissance Financial Corp since 2021 and held positions at Securian Financial Services Inc. prior to joining Cetera. Outside of his advisory role, he works as a contractor driver for DoorDash. Cetera is an SEC-registered investment adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party investment 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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Stacy A

Series 63, Series 65

St Louis, MO

Cetera

Stacy Androuais is a financial advisor at Cetera with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cetera and Cetera Wealth Services since 2023, and Renaissance Financial since 2016. Androuais also serves as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, with access to multiple program options and third-party money 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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Gilbert V

Series 66

St. Louis, MO

Cetera

Gilbert Velez Ramirez is a financial advisor with Cetera, holding a Series 66 credential and beginning his industry career in 2025. His prior roles include positions at Nationwide Financial, Oklahoma Financial Center, and Renaissance Financial. Ramirez also has experience affiliated with the Fitzgerald Institute for Real Estate and teaching positions at the University of Notre Dame and Deer Creek schools. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, supporting both 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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Christine F

Series 66

St Louis, MO

Cetera

Christine Fitzmaurice is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Securian Financial Services, Inc. and Renaissance Financial, where she serves as a principal. Outside of her advisory role, she is a member of an LLC formed with her family to hold a residential real estate property. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers various portfolio management and consulting services through a large network of independent advisors and provides access to multiple investment strategies and program platforms.

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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