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Russell M

Series 63, Series 65

Uniondale, NY

Cetera

Russell Miller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has previously worked with Allied Wealth Partners, Securian Financial Services, Inc, and Minnesota Life Insurance Company. Outside of advisory services, he maintains a role as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC operates as a large national network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and affiliated and unaffiliated 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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John T

CFA®, Series 63

Uniondale, NY

Cetera

John Tsigakos is a CFA® charterholder with 26 years of industry experience. He is currently with Cetera and Allied Wealth Partners and has previously worked at firms including Securian Financial Services, Minnesota Life Insurance Company, and Guardian Life Insurance. Outside of his advisory work, he serves as membership chair of a nonprofit organization, LETIP of Bayport. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various 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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Mitchell M

ChFC®, Series 63

Uniondale, NY

Cetera

Mitchell Merber is a ChFC® credentialed financial advisor with over 43 years of industry experience. He currently works at Cetera and has prior experience with Allied Wealth Partners, Securian Financial Services, and Minnesota Life Insurance Company. In addition to his advisory role, he owns Merber Planning Services, which focuses on health insurance and fixed annuity business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to 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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Christian N

Series 66

Uniondale, NY

Cetera

Christian Nally is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. His prior work includes roles at Allied Wealth Partners, Securian Financial Services, and Murphy Financial Group. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors and serves individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services and operates as a multi-manager platform with over $256 billion in assets under management.

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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Ward G

Series 63, Series 66

Uniondale, NY

Cetera

Ward Goldberg is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Allied Wealth Partners and Minnesota Life Insurance Company. He is also an insurance agent and broker for Allied Wealth Partners, focusing on fixed insurance sales. 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 a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary 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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Jonathan G

Series 63, Series 65

Uniondale, NY

Cetera

Jonathan Greene is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and operates J. Greene & Associates alongside prior roles at Allied Wealth Partners and Securian Financial Services. Greene serves on the advisory board of the Scott J Beigel Memorial Fund, which supports children affected by gun violence. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment programs.

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 C

Series 63, Series 65

Uniondale, NY

Cetera

Thomas Carolan is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2023 and has a long tenure with Allied Wealth Partners and Securian Financial Services dating back to 2014. Outside of his advisory role, he is also active as an insurance agent and broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers, providing a variety of program options under discretionary and non-discretionary authorities.

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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Anthony S

Series 66

Uniondale, NY

Cetera

Anthony Santiago is a Series 66-credentialed financial professional with one year of industry experience, currently with Cetera. His background includes roles at Maiorano & Associates Inc. and the New York City School Construction Authority. He is also active as an insurance agent, selling fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and advisory services through a large network of independent advisors. The firm utilizes a multi-manager platform with various program options and manages over $256 billion in assets.

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 F

Series 66

Uniondale, NY

Cetera

Richard Fiderer is a financial advisor at Cetera with 11 years of industry experience and holds the Series 66 designation. He has worked at Allied Wealth Partners since 2015 and was previously affiliated with Minnesota Life Insurance Company and Securian Financial Services. Outside of his advisory role, he serves as a trustee for the Westbury/Carle Place Chamber of Commerce and is the board president of the Old Westbury Hebrew Congregation, where he leads cultural programming and board meetings. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with both discretionary and non-discretionary options, utilizing 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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Diane S

Series 63, Series 65

Uniondale, NY

Cetera

Diane Santonino is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked with firms including Allied Wealth Partners, Minnesota Life Insurance Company, Securian Financial Services, and AXA Advisors. Outside of her advisory role, she owns Monarch Insurance Brokerage Inc. and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management options and access to 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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Lloyd G

Series 63, Series 66

Uniondale, NY

Cetera

Lloyd Gold is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at Cetera since 2023 and previously at Allied Wealth Partners and Securian Financial Services. In addition to his advisory role, he serves on the advisory board of the Atlantic Beach Estates Civic Association. Cetera Investment Advisers LLC is an SEC-registered firm providing portfolio management, financial planning, and retirement services to a wide range of clients, including individuals, employer-sponsored plans, and institutions. The firm operates a multi-manager platform offering both discretionary and non-discretionary investment programs, serving over 800,000 clients with more than $256 billion in assets under management.

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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Cindy S

Series 63, Series 66

Uniondale, NY

Cetera

Cindy Sipkin is a financial advisor with Cetera, holding Series 63 and 66 licenses and over 43 years of industry experience. Her career includes roles at Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advisory work, she is also an agent/broker involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a broad range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts through a large nationwide network of 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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Stuart G

Series 63

Uniondale, NY

Cetera

Stuart Goldberg is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. He has worked with Cetera and its affiliates since 2023 and has prior experience with Allied Wealth Partners, Minnesota Life Insurance Company, and Securian Financial Services. Outside of advising, he is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options through a multi-manager platform, providing access to affiliated and third-party managers with 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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