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Michelle N

Series 66

West Des Moines, IA

Cetera

Michelle Nabiliwa is a financial advisor at Cetera with 17 years of industry experience and holds the Series 66 designation. She has worked at Cetera and its affiliated entities since 2017, with prior experience at Wells Fargo and DoorDash. Outside of her advisory role, she serves as a counselor at Inside Out Christina Counseling, providing counseling and ministering services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. Its multi-manager platform offers a variety of portfolio management and financial planning services through both affiliated and third-party managers, supporting discretionary and non-discretionary account 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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Jason M

Series 66

West Des Moines, IA

Cetera

Jason Madsen is a financial advisor at Cetera with 12 years of industry experience and holds a Series 66 designation. He has previously worked at First Allied Securities, Inc. and various Cetera affiliates over the past decade. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party 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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Leo M

Series 66

West Des Moines, IA

Cetera

Leo Mauro is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he has held positions at US Flight Co., The Original Tax Doctor, and Wartburg College. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a wide range of portfolio management and consulting services delivered through a large network of independent 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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Seth M

Series 66

West Des Moines, IA

Cetera

Seth Mcclellan is a financial advisor at Cetera with 16 years of industry experience and holds the Series 66 designation. His career includes roles at First Allied Securities, Summit Brokerage Services, and several other firms prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms 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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Thomas S

Series 65

West Des Moines, IA

Cetera

Thomas Sherzan is a financial advisor at Cetera with 12 years of industry experience and holds a Series 65 designation. His prior roles include positions at Voya Financial Advisors, Investment Advisors Corp, and Broker Dealer Financial Services. Outside of his advisory work, he serves as Board President of the Beaverdale Little League in Johnston, Iowa. Cetera Investment Advisers LLC is an SEC-registered advisor that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified investment management solutions through a multi-manager platform, combining affiliated and third-party managers across 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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Lindsey H

Series 66

West Des Moines, IA

Cetera

Lindsey Hall is a financial advisor with Cetera who holds a Series 66 designation and has seven years of industry experience. She has worked at several firms within the Cetera network since 2010 and has also been involved with Winestyles and Voya Financial Advisors. Outside of her advisory role, she teaches yoga and fitness classes as a group fitness coach. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with various program options, 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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Kory B

Series 66

West Des Moines, IA

Cetera

Kory Borcherding is a financial advisor with Cetera, holding a Series 66 designation and 12 years of industry experience. He has worked with multiple Cetera entities since 2013 and previously with Summit Brokerage Services, Girard Securities, VSR Financial Services, and Investors Capital Corp. Kory is based in West Des Moines, IA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various 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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Denise D

Series 63, Series 66

West Des Moines, IA

Cetera

Denise Daugherty is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her work history includes roles at Transamerica Financial Advisors and Voya Financial Advisors. Outside of her advisory work, she serves on the board of directors and as safety director for the Des Moines Rowing Club, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via a multi-manager platform with access to 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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Matthew H

Series 66

West Des Moines, IA

Cetera

Matthew Hammes is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor, Townsend & Kent, LLC and LPL Financial. He is based in West Des Moines, Iowa. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform combining discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a diverse range of investment strategies and client needs.

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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Brianna E

Series 66

West Des Moines, IA

Cetera

Brianna Ernzen is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. She previously worked at VOYA Financial from 2014 to 2021 before joining various Cetera affiliates in 2021. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through 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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Keith H

Series 66

West Des Moines, IA

Cetera

Keith Hunter is a financial advisor at Cetera with 11 years of industry experience and holds a Series 66 designation. His prior roles include positions at VOYA Financial Advisors and Wells Fargo Advisors. He serves as a voting board member of the Christian Coalition of Iowa, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with 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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