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Glenn W

Series 66

Waterville, ME

Cetera

Glenn Whalen is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has worked at Cetera and its affiliates since 2016 and has been involved with Choice Wealth Advisors LLC and Choice Investments since 2014, providing financial planning, asset management, and retirement planning services. 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 various portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with access to affiliated and unaffiliated third-party investment 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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Christopher M

CFP®, Series 66

Waterville, ME

Cetera

Christopher Markos is a CFP® professional with 18 years of industry experience, currently affiliated with Cetera. He has served as an advisory representative at Choice Wealth Advisors LLC and held roles at several Cetera entities since 2011. Markos is active in his community as the treasurer of the Rotary Club of Gardiner, Maine. Cetera Investment Advisers LLC is a large SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporations, and institutions. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors nationwide.

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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Matthew L

CFP®, Series 66

Waterville, ME

Cetera

Matthew Libby is a CFP® professional with 11 years of industry experience, currently affiliated with Cetera. His career includes roles at Choice Wealth Advisors LLC and Investors Capital Corp. He serves as a volunteer board member for the Skowhegan Regional Chamber of Commerce. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individual, retirement, corporate, charitable, and institutional clients with a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, 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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