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Joseph B

Series 66

St. Louis, MO

Cetera

Joseph Burrows is a Series 66-licensed financial advisor with two years of industry experience, currently with Cetera Investment Advisers LLC. Prior to his current role, he worked at Iqvia and Southern Glazers Wine & Spirits. He is also a financial advisor at Renaissance Financial, where he offers securities, insurance, and advisory services. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored 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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Jon W

Series 66

St Louis, MO

Cetera

Jon Webber Jr. 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 2020 and has been affiliated with Cetera Wealth Services, LLC since 2023. Outside of his advisory roles, he serves as chapter treasurer for Business Networking International. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a broad network of independent advisors. The firm offers a range of discretionary and non-discretionary portfolio management and consulting services, utilizing a multi-manager platform with access to 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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Steven G

Series 63, Series 65

St Louis, MO

Cetera

Steven Gordon is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His career includes roles at Securian Financial Services, Inc., Coop Insurance Agency, Inc., and Renaissance Financial Corp. He serves on the board of the Churchill Center & School and participates in charitable giving advisory through a client’s irrevocable trust committee. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients with a broad range of portfolio management and financial planning services. The firm supports diverse investment strategies including model portfolios, third-party managers, and customized approaches, managing over $256 billion in assets across 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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Nicholas W

Series 66

St Louis, MO

Cetera

Nicholas Witte is a financial advisor with Cetera in St. Louis, MO, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Renaissance Financial Corp and Securian Financial Services Inc. Outside of his advisory roles, he volunteers with Missouri Veterans Outdoors and serves as Treasurer for the St. Louis chapter of Ducks Unlimited. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform and 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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