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Mark M
CFP®, Series 63, Series 65
St Louis, MO
Cetera
Mark Merlotti is a CFP® with 42 years of experience in the financial services industry. He is currently with Cetera and has held roles at Renaissance Financial and Minnesota Life, among others. Merlotti serves on the advisory boards of the Great Rivers Habitat Alliance and Mercy South and volunteers with the Old Warson Country Club Long Range Planning Committee. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services with multiple program structures and access to affiliated and third-party money managers.
Sara R
Series 66
St Louis, MO
Cetera
Sara Riley is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at Cetera since 2023, with prior roles at Renaissance Financial and Minnesota Life. Riley is involved in community outreach as a volunteer with organizations including BNI and Kids in the Middle. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and consulting services through a multi-manager platform with discretionary and non-discretionary options.
Evan L
Series 66
St. Louis, MO
Cetera
Evan Lucas is a financial advisor with Cetera, holding a Series 66 designation and based in St. Louis, MO. He has been working in the financial services industry since 2023, with prior experience that includes roles at Renaissance Financial and Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting both discretionary and non-discretionary account structures.
Collin T
Series 66
St Louis, MO
Cetera
Collin Turnbeaugh is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has held roles at Cetera, Renaissance Financial Corp, Minnesota Life Insurance Co, and Securian Financial Services Inc. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporations, charities, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to various third-party money managers through a multi-manager platform.
Joy S
Series 66
St Louis, MO
Cetera
Joy Straney is a financial advisor with Cetera based in St. Louis, Missouri, holding a Series 66 credential and eight years of industry experience. She has worked at Cetera and its related entities since 2023 and previously served at Renaissance Financial Group and Securian Financial Services. Outside of advisory work, she is involved in agriculture as the owner of Straney Farm Land and serves as a director on the St. Louis Agribusiness Club board. 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 a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors and utilizes multiple program platforms and manager affiliations.
Noah P
Series 66
St Louis, MO
Cetera
Noah Prelutsky is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. He has worked at Renaissance Financial Corp and Minnesota Life Insurance Co among other firms. Outside of advisory work, he serves as a board member of the Prelutsky-Jasper Family Foundation, a charitable organization that donates to qualified 501(c)(3) entities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Christopher J
Series 66
St Louis, MO
Cetera
Christopher Jones is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera since 2023 and concurrently serves as Registered Sales Staff at Renaissance Financial Corporation, where he has been involved since 2018. Cetera Investment Advisers LLC is an SEC-registered firm that delivers portfolio management, financial planning, and retirement services through a nationwide network of independent advisors, serving a range of client types including individuals, employer-sponsored plans, corporate, charitable, and institutional accounts.
Amanda S
Series 66
St Louis, MO
Cetera
Amanda Schatteman is a financial advisor with Cetera who holds a Series 66 license and has eight years of industry experience. She has worked at Cetera Wealth Services and Renaissance Financial, among other firms. Outside of her advisory role, she volunteers on the Young Friends Board of the Southside Early Childhood Learning Center in St. Louis. Cetera Investment Advisers LLC is a nationwide multi-manager platform serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and retirement services through various program structures and affiliations.
Shannon W
CFP®, Series 66
St Louis, MO
Cetera
Shannon Weber is a CFP® professional with 15 years of experience in financial advisory services. She is currently with Cetera and has previously worked at Renaissance Financial and Securian Financial Services. Weber serves as vice chair on the board of Child Care Aware of Missouri and volunteers with the Alpha Gamma Rho Popp-McBee Memorial Golf Tournament. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and advisory services through a nationwide network of independent advisors, utilizing a multi-manager platform with both discretionary and non-discretionary program options.
Evan M
Series 66
St Louis, MO
Cetera
Evan Mcginnis is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked with Cetera since 2023 and has a longstanding role at Renaissance Financial beginning in 2010. Outside of his advisory duties, Mcginnis serves on the advisory boards of the SSM Foundation and Cardinal Glennon Development Board, both philanthropic organizations in the St. Louis area. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and planning services through a multi-manager platform that includes affiliated and third-party managers, supporting various discretionary and non-discretionary account structures.
Gary O
CFA®, Series 63
St Louis, MO
Cetera
Gary Orf is a CFA® charterholder with 22 years of experience in the financial industry. He is currently with Cetera and has held roles at Renaissance Financial and Securian Financial Services. Outside of his advisory work, he serves on the advisory board of GEM Holdings LLC. 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 range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various program structures.
Kyle J
CFP®, Series 66
St Louis, MO
Cetera
Kyle Jacobsmeyer is a CFP®-designated financial advisor with 11 years of industry experience. He is currently with Cetera and Cetera Wealth Services, LLC, having joined in 2023. Prior to that, he worked at Renaissance Financial and Minnesota Life, gaining experience in securities, insurance, and advisory services. Outside of his advisory role, Jacobsmeyer serves on the advisory board of the Missouri Athletic Club and is an elected board member of the Mercy Health Foundation in St. Louis. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors.
Bradley W
Series 66
St. Louis, MO
Cetera
Bradley Worthen is a financial advisor with Cetera in St. Louis, MO. He holds the Series 66 designation and has been in the industry since 2025. His prior work experience includes roles at Nortek Air Solutions, C.H. Robinson, and U.S. Bank. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that allows for flexible investment strategies and program options.
Victor B
Series 66
St Louis, MO
Cetera
Victor Bass is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. He previously worked at Minnesota Life Insurance Company and Securian Financial Services Inc and has been associated with Renaissance Financial since 2020. Outside of his advisory role, he serves as a volunteer and member of the young-professionals board for Make-A-Wish, a nonprofit focused on helping children with serious illnesses. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management options, financial planning, and consulting services delivered through a large network of independent advisors.
Connor L
Series 66
St. Louis, MO
Cetera
Connor Liebman is a financial professional with one year of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at several firms, including Renaissance Financial and Missouri State. Outside of his advisory role, he serves as a board member for the nonprofit Southside Early Childhood Young Friends and the Disabled Athlete Sports Association. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform to a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides a range of investment and financial planning services through a large network of independent advisors.
Charles F
Series 66
St Louis, MO
Cetera
Charles Ferretti is a financial advisor at Cetera with 14 years of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial since 2012, alongside prior roles at Minnesota Life and Securian Financial Services. Ferretti is also involved in the sale of fixed insurance products as an insurance agent. Cetera Investment Advisers LLC serves a nationwide network of individual, corporate, retirement plan, 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 money managers, managing over $256 billion in assets through more than 10,000 advisors.
Stephanie L
Series 66
St Louis, MO
Cetera
Stephanie Lucey is a financial advisor at Cetera with six years of industry experience. She holds a Series 66 designation and has previously worked at Securian Financial Services Inc and Renaissance Financial Corp. Additionally, she is commissioned as a notary public, performing document notarizations. Cetera Investment Advisers LLC is a national firm serving individual, retirement plan, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm operates a multi-manager platform offering both discretionary and non-discretionary program options, supported by a large network of advisors and extensive assets under management.
Jason R
CFP®, Series 66
St Louis, MO
Cetera
Jason Riney is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has previously worked with Minnesota Life Insurance Company and Securian Financial Services, Inc. since 2007. Outside of his advisory work, Riney holds multiple volunteer roles on finance committees for nonprofit organizations and serves on the advisory board of the St. Louis Sports Commission. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors who serve a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services.
Victoria F
Series 66
St Louis, MO
Cetera
Victoria Foster is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 designation and has worked with Renaissance Financial and Minnesota Life, among other firms. Foster serves on the board of Caring for Kids and is a partner in Foster Barre STL, an online fitness studio where she acts as the primary instructor. 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 advisory services through a nationwide network of over 10,000 advisors.
Aaron M
Series 63, Series 65
St Louis, MO
Cetera
Aaron Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has held multiple roles since 1996, including positions at Renaissance Financial Corp and Securian Financial Services, and is also the owner of several business ventures outside of his advisory work, including Malia Enterprises LLC and roles involving authorship and charitable advisory services. Martin provides securities, insurance, and advisory services, and he participates on a charitable giving advisory committee. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party money managers. The firm supports a variety of program structures and custodial relationships, managing over $256 billion in assets through a network of more than 10,000 advisors.
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