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Jeremy E

Series 66

West Seneca, NY

Cetera

Jeremy Evens is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Northwestern Mutual Wealth Management Company and Citizens Bank. Outside of his advisory role, he is involved with Tragically Grateful, LLC. 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 using 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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Christopher W

CFP®, Series 63, Series 66

West Seneca, NY

Cetera

Christopher Williams is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Cetera and has previously worked for Northwestern Mutual in various capacities over a 34-year span. Williams is also involved with Tragically Grateful LLC dba Primacy Financial and CJ Willy LLC. Cetera Investment Advisers LLC serves a broad client base including 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 with access to various investment strategies and 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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Anthony B

CFP®, ChFC®, Series 63, Series 66

West Seneca, NY

Cetera

Anthony Blasting is a CFP® and ChFC® with 36 years of experience in the financial services industry. He worked at Northwestern Mutual Investment Management and North Western Mutual Life from 1989 to 2026 before joining Cetera in 2026. He is currently based in West Seneca, NY. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary 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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Ryan O

CFP®, Series 63, Series 65

West Seneca, NY

Cetera

Ryan O'Connor is a CFP® professional with 14 years of industry experience, currently affiliated with Cetera. He previously worked for Northwestern Mutual Life Insurance Company and Northwestern Mutual Investment Management for 15 years. Outside of advisory work, he owns and operates Tragically Grateful, LLC, a business established in 2022. 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, 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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