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Donald B

Series 63, Series 65

Webster, TX

Cetera

Donald Burrows Jr. is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to Cetera, he worked for Hilltop Securities Inc. for 10 years and is involved in several business ventures including ownership of a family-operated pine plantation and management of a ranch in Timpson, TX. He also owns and consults for multiple businesses in consulting, tax preparation, and mineral interests. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and financial planning services with access to both affiliated and third-party managers, supporting a wide range of program options and custodial arrangements.

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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Rolando V

Series 66

Webster, TX

Cetera

Rolando Villarreal is a financial professional with seven years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at Cetera Advisors LLC and Burrows Capital Advisors LLC since 2022, as well as Hilltop Securities Inc from 2017 to 2022. Villarreal also serves as Managing Director and COO of Burrows Financial Holdings, LLC, a holding company focused on wealth management. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a range of portfolio management and financial planning services, offering diverse program structures and access to multiple 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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Clint A

Series 63, Series 65

Webster, TX

Cetera

Clint Auttonberry is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior work includes a decade at Hilltop Securities Inc. Outside of his advisory role, he serves as the board president for Anchor Point, a nonprofit organization. He is also involved in multiple business ventures, including financial services, consulting, and intellectual property review. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, allowing advisors to implement model portfolios, select third-party managers, or create bespoke 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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Craig B

Series 66

Webster, TX

Cetera

Craig Buchholz is a Series 66-credentialed financial professional at Cetera with seven years of industry experience. His work history includes roles at Bank of America, Merrill, J.P. Morgan Securities, and Northwestern Mutual. Outside of his primary advisory role, Buchholz holds leadership positions in several related businesses, including serving as Vice President and Consultant at Burrows Business Services LLC, where he focuses on business plan development and financial statement preparation, and as Director of Business Development for Burrows Financial Holding, LLC and BFH Insurance LLC. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers diverse portfolio management options, financial planning, and ERISA retirement services through a multi-manager platform with access to affiliated and unaffiliated money managers 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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