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Earl F

Series 63, Series 66

Trussville, AL

Cetera

Earl Falkner III is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Cetera and its affiliates since 2020 and has operated Falkner Financial Advisors since 2010. He also holds an insurance agent role selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC serves individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of 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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Brice F

Series 63, Series 65

Trussville, AL

Cetera

Brice Falkner is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 19 years of industry experience. He has worked with several firms, including Cetera Advisors LLC, Rockridge Partners, LLC, and Falkner Financial Advisors, which he has operated since 2010. Outside of his advisory role, Falkner serves on the finance committee of the First Baptist Church of Trussville. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary management 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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Earl F

Series 63, Series 65

Trussville, AL

Cetera

Earl Falkner Jr. is a financial advisor at Cetera with 49 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked with Securities Service Network, Inc. and managed his own firm, Falkner Financial Advisors. He is also active as an insurance agent, selling life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts 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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Bonnie B

Series 66

Trussville, AL

Cetera

Bonnie Brewer is a financial advisor at Cetera with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley, Ameriprise Financial Services, and SA Stone Wealth Management. Outside of advising, she is involved in retail and online sales through her role at Pottery Barn. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and multiple 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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