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Scott M
Series 63, Series 65
Tinton Falls, NJ
Cetera
Scott Mcgimpsey is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Summit Financial Group and Summit Brokerage Services. Mcgimpsey is also the owner of Unified Planning Group, LLC, and serves as chapter president of the American Financial Education Alliance, where he teaches classes on general financial education topics such as Social Security and Medicare. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures and custodial relationships, with over $256 billion in assets under management and more than 10,000 advisors.
Payosha G
Series 63, Series 65
Tinton Falls, NJ
Cetera
Payosha Gause is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Cetera in 2024, she worked at Newbridge Securities Corporation and owns Tax Remedy Hub, a tax preparation and planning business. She also owns Jetsetters Unlimited LLC, a travel planning service, and serves as the NYC Metro chapter representative for the New York State Society of Enrolled Agents. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management programs, third-party manager access, and integrated financial planning services.
Anthony R
Series 63, Series 65
Tinton Falls, NJ
Cetera
Anthony Rosso is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has held roles at firms including Newbridge Securities Corporation, LPL Financial, and Regal Securities. Outside of advisory work, Rosso serves as a consultant for Aspargo Laboratories, a drug manufacturer and distributor. Cetera Investment Advisers LLC is a nationwide SEC-registered firm 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 that supports both discretionary and non-discretionary accounts.
Leslie C
Series 66
Tinton Falls, NJ
Cetera
Leslie Curran is a financial advisor with Cetera, holding a Series 66 designation and bringing 10 years of industry experience. Prior to joining Cetera in 2024, Leslie worked at Newbridge Financial Services Group, LPL Financial, Regal Advisory Services, and Buckman Buckman and Reid. Outside of advisory work, Leslie serves as vice president of a networking group based in Charlotte, NC. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a range of investment program options.
Sean K
CFP®, ChFC®, Series 63, Series 66
Tinton Falls, NJ
Cetera
Sean Keating is a CFP® and ChFC® with 24 years of industry experience. He currently serves as a senior financial advisor at Cetera Wealth Services, LLC and is also involved with Rosso Financial Group. Outside of advising, he teaches financial information at Kaplan Financial Education and holds board fiduciary roles with the Association of US Army and the Jersey Shore Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, 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 a range of third-party and affiliated managers.
Ronald C
Series 63, Series 66
Tinton Falls, NJ
Cetera
Ronald Crudo Jr. is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with firms including LPL Financial, AXA Advisors, and Calamos Financial Services. He is also an insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving 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 with access to affiliated and third-party managers, supporting diverse investment strategies under various program structures.
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