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Arin M

Series 63

Toledo, OH

Cetera

Arin Macqueen is a financial advisor with Cetera who holds a Series 63 designation and has 19 years of industry experience. Prior to joining Cetera in 2023, Arin worked at Voya Financial Advisors for seven years. In addition to advisory services, Arin is also an insurance agent specializing in fixed insurance products, including life, health, disability, fixed annuities, and long-term care. Cetera Investment Advisers LLC is a large 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 discretionary and non-discretionary portfolio management, financial planning, and access to various 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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Richard H

Series 63

Toledo, OH

Cetera

Richard Holmes III is a financial advisor with Cetera, holding a Series 63 designation and bringing 25 years of industry experience. His prior roles include positions at Voya Financial Advisors and Savage & Associates. He is also the owner of Holmes Financial Partners and acts as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party 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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