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Austin E
Series 66
Tulsa, OK
Cetera
Austin Eastwood is a financial professional at Cetera with three years of industry experience. His background includes roles at Cetera Wealth Services, Securian Advisors of MidAmerica, and military service in the U.S. Army. He is also involved as a fixed insurance agent and operates a financial services business under the name Guide Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of discretionary and non-discretionary portfolio management and financial planning services.
Patrick D
ChFC®, Series 63
Tulsa, OK
Cetera
Patrick Donica is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and brings 42 years of industry experience. His career includes long tenures with Securian Financial Services and Minnesota Life Insurance Company, and he is currently co-owner and vice president of Guide Wealth Partners. Outside of advisory roles, he owns P. Donica Inc and has worked as an independent contractor and insurance agent in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party managers and investment strategies.
Grant D
Series 66
Tulsa, OK
Cetera
Grant Donica is a financial professional with 12 years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked with firms including Securities Advisors MidAmerica, Inc. and Securian Financial Services, Inc. Donica is also involved with Guide Wealth Partners, a financial services business operating as a DBA. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across multiple program structures.
Russell P
Series 63, Series 65
Tulsa, OK
Cetera
Russell Peterson is a financial professional with 29 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 designations and has worked with firms including Securities Advisors MidAmerica, Securian Financial Services, and Minnesota Life Insurance Company. Peterson is the owner of Peterson Wealth Management and serves as a financial professional for Guide Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large network of independent advisors to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning options, with access to multiple program platforms and third-party managers.
Dylan M
Series 66
Tulsa, OK
Cetera
Dylan Mitchell is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. He has worked at several firms including Securian Advisors of MidAmerica Inc and Minnesota Life Insurance Co. Mitchell is a partner in Mitchell Financial Group, Inc. and acts as a financial professional at Guide Wealth Partners. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.
Kimberley P
Series 66
Tulsa, OK
Cetera
Kimberley Proffitt is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Securian Advisors MidAmerica and BOK Financial Securities. Proffitt serves on the advisory board of Loaves and Fishes, a community food pantry and thrift store in Tulsa, OK. Cetera Investment Advisers LLC provides a multi-manager platform and serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, with access to both affiliated and third-party money managers.
Thomas B
CFP®, ChFC®, Series 63
Tulsa, OK
Cetera
Thomas Bowen is a financial advisor with Cetera who holds the CFP® and ChFC® designations and has 35 years of industry experience. He has worked at multiple firms including Securian Financial Services and Minnesota Life Insurance and is the owner of Bowen Financial Group, LLC. He serves as a board member of Big Brothers and Sisters, providing consultation and limited oversight. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.
Andrew H
Series 63, Series 65
Tulsa, OK
Cetera
Andrew Hayden is a financial advisor at Cetera with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Securian Advisors MidAmerica and Minnesota Life. Outside of advisory roles, Hayden is involved as a partner in a property management venture and owns a pediatric clinic through a family trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers.
Stephen H
Series 66
Tulsa, OK
Cetera
Stephen Haney is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera since 2023 and previously held roles at Securian Advisor MidAmerica, Inc. and Securian Financial Services. Outside of his advisory work, he is involved in ordained ministry services and serves as a Jr. Deacon at the Vetruvian Masonic Lodge. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.
Ryon P
Series 66
Tulsa, OK
Cetera
Ryon Parham is a financial professional with nine years of industry experience, currently with Cetera since 2023. He holds a Series 66 designation and previously worked with Securian Advisors MidAmerica, Inc., Securian Financial Services, Inc., and Minnesota Life Insurance Co. Parham serves as a board member for the Estates of Forest Park HOA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.
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