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Brent B

Series 65

Wesley Chapel, FL

Cetera

Brent Bocian is a financial advisor at Cetera with a Series 65 credential and one year of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and has been involved in tax preparation and advisory services through his firm, Quick Guide Tax LLC, since 2019. He is also an author of several books, including a guide for self-employed American Sign Language interpreters and a children’s book. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and retirement services, managing 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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Frederick R

ChFC®, Series 63, Series 65

Wesley Chapel, FL

Cetera

Frederick Rappina is a financial advisor at Cetera with 10 years of industry experience and holds the ChFC®, Series 63, and Series 65 designations. His prior experience includes roles at MML Investors Services and MassMutual. Outside of his advisory work, he is an author who began writing a book in 2024 and is involved in a land leasing and farming business with his spouse. 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 a multi-manager platform with discretionary and non-discretionary portfolio management 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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Mariah P

Series 66

Wesley Chapel, FL

Cetera

Mariah Peaster is a financial advisor at Cetera with three years of industry experience and holds the Series 66 designation. Her prior roles include positions at MML Investors Services, Northwestern Mutual, and Opta Financial. Outside of advising, she works as a sign language interpreter and is involved in commercial and residential real estate sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform, featuring both discretionary and non-discretionary options and access to various 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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