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Ronald E

CFP®, Series 63, Series 65

Vancouver, WA

Cetera

Ronald Entenman is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 43 years of industry experience. He has been affiliated with Cetera since 2013 and also operates Boyce Financial Group, a financial services business. In addition to advisory work, he sells fixed insurance products including life, disability, long-term care, and annuities. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

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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Brendan T

Series 63, Series 66

Vancouver, WA

Cetera

Brendan Thorson is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and has additional work experience at Mt. Hood Meadows. Outside of his advisory role, he is involved in fixed insurance products including life, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both 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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Reece B

Series 66

Vancouver, WA

Cetera

Reece Boyce is a financial advisor at Cetera with a Series 66 credential and two years of industry experience. Prior to joining Cetera, he worked at Deloitte Consulting LLP. He also serves as an employee and office manager at Boyce Financial Group LLC, a financial planning services business. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and 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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Jill K

Series 63, Series 65

Vancouver, WA

Cetera

Jill Kusmirek is a financial advisor based in Vancouver, WA, affiliated with Cetera. She holds Series 63 and Series 65 licenses and brings 25 years of industry experience. Her prior engagements include roles at Boyce Financial Group and Cetera Wealth Services, LLC. She also works as an insurance agent, selling life, annuities, and long-term care products. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform and 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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Lance B

CFP®, Series 66

Vancouver, WA

Cetera

Lance Boyce is a CFP® professional with 26 years of industry experience, currently affiliated with Cetera. He has held roles at Cetera Wealth Services, Boyce Financial Group, and Crosscoast Legacy Partners, where he is co-owner and leads recruitment efforts. Boyce also serves as owner and president of Boyce Financial Group, LLC, focusing on asset management. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $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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Jeffrey P

Series 63, Series 65

Vancouver, WA

Cetera

Jeffrey Parkin is a financial professional with 18 years of industry experience, currently affiliated with Cetera and Boyce Financial Group, LLC. He holds Series 63 and Series 65 licenses and has worked in various financial services roles, including a six-year tenure at Sentry Insurance. Parkin is also the OSJ Manager and financial professional at Boyce Financial Group. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, catering to over 10,000 advisors and approximately 800,000 clients.

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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Eric N

Series 66

Vancouver, WA

Cetera

Eric Nguyen is a financial advisor with Cetera in Vancouver, WA, holding a Series 66 designation and 10 years of industry experience. His previous roles include positions at Ameriprise Financial Services and Boyce Financial Group. He serves as treasurer of the Oregon Nisei Golf Club. Cetera Investment Advisers LLC is a national registered adviser that serves individual, corporate, charitable, and retirement plan clients through a multi-manager platform offering a range of portfolio management and financial planning services.

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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Quinn D

Series 66

Vancouver, WA

Cetera

Quinn Davidson is a financial advisor at Cetera with one year of industry experience. They hold the Series 66 designation and have worked with firms including Boyce Financial Group and Black Rock. Outside of advising, Davidson has served as an administrative assistant at Boyce Financial Group, performing client and back-office communications. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with diverse program options.

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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