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Anthony D

Series 63, Series 65

State College, PA

Cetera

Anthony Destefano is a financial advisor with Cetera, holding Series 63 and Series 65 registrations and bringing 26 years of industry experience. His prior roles include tenures at M&T Securities, LPL Financial, and Truist Investment Services. 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 and advisory services through a multi-manager platform with access to affiliated and third-party managers, overseeing more than $256 billion in assets and supporting over 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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Kelly W

Series 63, Series 66

State College, PA

Cetera

Kelly Wian is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its affiliated entities since 2014. Outside of his advisory role, he serves as an occasional lay speaker leading worship and preaching at the United Methodist Church. 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 and financial planning services through a multi-manager platform that provides access to both affiliated and 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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Thomas M

Series 66

State College, PA

Cetera

Thomas Muldoon is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has worked at Cetera and affiliated firms since 2020. Prior to that, he was associated with Pensionmark Securities, Pensionmark Financial Group, CapFinancial Securities, and L.R. Webber Associates. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through a nationwide network of 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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