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James W

Series 66

St Louis, MO

Cetera

James Wright is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Securian Financial Services Inc. and Renaissance Financial, where he has been active since 2014. Wright serves in the U.S. Navy Reserve and holds the position of Post Commander for Veterans of Foreign Wars Post 3500. Cetera Investment Advisers LLC operates as a multi-manager platform providing investment advisory services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning solutions through a nationwide 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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Lisa G

Series 66

St Louis, MO

Cetera

Lisa Guthrie is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 license. She has worked at Cetera and Cetera Wealth Services since 2023 and previously spent eight years with Securian Financial Services. Outside of her advisory work, she owns and operates Cozy Crochet by Lisa, creating handmade crochet items. Cetera Investment Advisers LLC is an SEC-registered firm serving both individual and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, retirement plan services, 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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Matthew G

ChFC®, Series 63, Series 65

St Louis, MO

Cetera

Matthew Gross is a financial advisor with Cetera Wealth Services, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 24 years of industry experience and has held roles at multiple firms including Securian Financial Services Inc., Minnesota Life, and Renaissance Financial Corp. In addition to his advisory work, he is a partner in a family-owned LLC that manages recreational property. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, leveraging a network of over 10,000 advisors and 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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Jesse S

Series 66

St. Louis, MO

Cetera

Jesse Suhre is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, he has been involved with Renaissance Financial Corporation since 2022 and has experience in education and entrepreneurial activities, including running a lawn care business. 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, supporting both discretionary and non-discretionary strategies through 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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Keenan P

Series 66

St. Louis, MO

Cetera

Keenan Perdrizet is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked with firms including Renaissance Financial and Securian Financial Services. Outside of his advisory role, he is also involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party investment 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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Samuel M

Series 66

St Louis, MO

Cetera

Samuel Muzik is a financial advisor with Cetera and holds a Series 66 designation. He has 11 years of industry experience, including roles at Renaissance Financial and Minnesota Life. Outside of advising, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and advisory 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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Bryan L

Series 66

St Louis, MO

Cetera

Bryan Lierman is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated entities since 2023, following nine years at Securian Financial Services Inc. and Minnesota Life. Lierman is also a financial advisor with Renaissance Financial, where he has provided securities, insurance, and advisory services since 2014. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and managerial 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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Claire R

Series 66

St. Louis, MO

Cetera

Claire Rone is a financial professional with one year of industry experience, currently affiliated with Cetera. She holds the Series 66 designation and manages financial services through Renaissance Financial. Outside of her advisory work, Rone has served as a program manager for College Bound STL, a nonprofit focused on college access. Cetera Investment Advisers LLC provides a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment management programs and financial planning services through a nationwide network of over 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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Ryan F

CFP®, Series 66

St Louis, MO

Cetera

Ryan Finke is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Cetera since 2023. He has prior experience with Minnesota Life and Securian Financial Services and has been involved with Renaissance Financial since 2013. Outside of his advisory work, Finke serves as president of a local Business Networking International chapter and is a member of an advisory board. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting over 10,000 advisors and 800,000 clients nationwide. The firm offers a range of portfolio management and financial planning services across individual, retirement plan, corporate, charitable, and institutional clients through various discretionary and non-discretionary program 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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Julie H

ChFC®, Series 63, Series 65

St Louis, MO

Cetera

Julie Hercules is a financial advisor with Cetera who holds the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. She has worked at Cetera since 2023 and previously spent over two decades at Securian Financial Services, Inc. Hercules is also involved with Renaissance Financial Corp, where she has provided financial advisory services since 1994. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate, charitable, 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.

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 M

Series 66

St Louis, MO

Cetera

Samuel Mock is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 designation and six years of industry experience. He has worked at firms including Renaissance Financial Corp, Minnesota Life Insurance Company, and Northwestern Mutual. Outside of his advisory role, he has been involved in fixed insurance sales and managed a lawn care business. Cetera Investment Advisers LLC operates a 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 advisory services with access to affiliated and third-party money 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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Tanner W

Series 66

St Louis, MO

Cetera

Tanner Werner is a financial advisor with Cetera, holding a Series 66 designation and offering 10 years of industry experience. He has worked at Cetera and its related entities since 2023 and has been with Renaissance Financial since 2015. Werner also conducts fixed insurance sales as an insurance agent. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients with portfolio management, financial planning, and advisory services delivered through a multi-manager platform.

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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Caden F

Series 66

St. Louis, MO

Cetera

Caden Farr is a financial advisor with Cetera based in St. Louis, MO, holding a Series 66 credential. He has been with Cetera and affiliated entities since 2026 and has prior work experience in various roles including at QuikTrip Corporation and Veterans United Home Loans. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser 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 a range of third-party managers and 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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Kerry B

Series 63, Series 65

St Louis, MO

Cetera

Kerry Berger is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Renaissance Financial and Securian Financial Services, among others. Outside of his advisory role, he is a certified barre instructor and teaches fitness classes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform with 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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Nicholas J

Series 66

St Louis, MO

Cetera

Nicholas Jones is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked in financial services since 2012, including roles at Renaissance Financial and Minnesota Life. In addition to his advisory work, he is an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a national SEC-registered firm serving individual clients, retirement plans, corporate and charitable organizations, 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.

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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John R

Series 66

St. Louis, MO

Cetera

John Remelius III is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include work with Renaissance Financial Corporation and involvement with the Saint Louis Art Museum. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting 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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Georin L

Series 63, Series 66

St. Louis, MO

Cetera

Georin La Grant is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 15 years of industry experience. His career includes roles at Citi, Stifel Nicolaus & Co Inc, Bank of America, and Scottrade. Outside of finance, he owns a freelance photography business and co-owns a retail business focused on cigar-themed clothing and accessories. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and a multi-manager platform.

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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Max M

Series 66

St. Louis, MO

Cetera

Max Mc Arthur is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked with Renaissance Financial and Ascension Mobile, and has experience in business operations and the food service industry. He currently serves as an investment advisory operations assistant at Renaissance Financial. Cetera is an SEC-registered adviser that supports a large network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform with a range of program options, including model portfolios, third-party managers, and bespoke 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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Richard S

Series 63, Series 65

St Louis, MO

Cetera

Richard Shasserre is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously with Securian Financial Services, Inc. and Renaissance Financial, Inc. In addition to his advisory role, he is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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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John K

ChFC®, Series 63, Series 65

St Louis, MO

Cetera

John Keller is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Cetera. His career includes long-term roles at firms such as Securian Financial Services, Renaissance Financial Brokerage, and Minnesota Life Insurance Co. Keller serves on advisory boards for organizations including Big Brothers Big Sisters and Alexander Manufacturing Inc., reflecting involvement in community and nonprofit activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform, combining affiliated model portfolios, third-party managers, and bespoke 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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