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Elzie R

Series 66

Westbury, NY

Cetera

Elzie Ross III is a Series 66 licensed advisor with nine years of industry experience, currently serving at Cetera since 2025. He previously worked at Equitable Advisors and AXA Advisors, and spent eight years at T-Mobile before entering the financial services field. Outside of advisory work, he owns KB Entertainment/Knockout Boyz, where he hosts social events and is involved in music production and performance. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform that provides access to both affiliated and third-party investment strategies across multiple 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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Augustine A

CFP®, Series 63, Series 65

Westbury, NY

Cetera

Augustine Abbatiello is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Cetera in Westbury, NY, where he has worked since 2019. His prior experience includes roles at Foresters Advisory Services LLC and Foresters Financial Services. Augustine is also involved with Long Island Financial Planning Group, a business associated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes multiple program structures 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 M

Series 63, Series 65

Westbury, NY

Cetera

Matthew Mahabadi is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Cetera and its affiliates since 2019 and previously worked at Foresters Financial Services. He is a 35% owner of Angarola & Mahabadi Wealth Management, a business operating under Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a multi-manager platform. The firm offers a range of portfolio management and financial planning services with various program options 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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Edward O

Series 63

Westbury, NY

Cetera

Edward O'Neill is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 63 designation and has been involved with Cetera and its affiliated entities since 2004. In addition to his advisory role, O'Neill owns an accounting and tax practice, serves as vice president of the Culinary Institute of Long Island, and acts as treasurer for Locust Valley Cemetery’s advisory board. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to both affiliated and third-party portfolio managers, providing various program options ranging from automated allocations to customized 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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Robert K

Series 63, Series 66

Westbury, NY

Cetera

Robert Knox IV is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services since 2016, following a prior role at Foresters Financial. He serves as co-executor for his father's estate and holds limited medical power of attorney for his mother. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform through a nationwide network of over 10,000 advisors, serving individual, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services with access to affiliated and third-party 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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Dominick S

Series 63

Westbury, NY

Cetera

Dominick Scarfogliero is a financial advisor with Cetera, holding a Series 63 designation and 12 years of industry experience. He has worked at Cetera since 2019 and previously spent three years at Foresters Financial Services. He is also involved with the Long Island Financial Planning Group, a business related to Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program options and ongoing client supervision.

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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Ronald L

ChFC®, Series 63

Westbury, NY

Cetera

Ronald La Serra Sr. is a financial advisor at Cetera with 17 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include National Life, LPL Financial, and Webster Investments. Outside of his advisory work, he officiates youth and high school football and lacrosse and serves as a FINRA arbitrator; he is also chancellor at the Knights of Columbus, involved in member recruitment and insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and financial planning services with multiple program structures and a platform that allows advisors to utilize 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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Katherine M

Series 63, Series 65

Westbury, NY

Cetera

Katherine Martin is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera since 2019 and previously had roles at RC Dugans and Foresters Financial Services. She is also involved in health and disability insurance and owns KGM Wealth Management, a DBA for her Cetera business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm features a multi-manager platform with various program structures and affiliations, managing over $256 billion in assets across more than 10,000 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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Qasim E

Series 63, Series 66

Westbury, NY

Cetera

Qasim Ellis is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at Cetera and Cetera Investment Services LLC since 2025 and previously spent nine years at Equitable Advisors and four years at Axa Advisors, LLC. Ellis is co-owner of Five Stride Skate Shop BK LLC, a retail business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services and manages over $256 billion in assets through a nationwide network of more than 10,000 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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Stephan S

Series 63, Series 65

Westbury, NY

Cetera

Stephan Shatarah is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Cetera since 2019 and previously at Foresters Financial Services from 2015 to 2019. Outside of his advisory role, he is involved with the Ramallah Club of New York and participates part-time in a PEO benefit referral program for businesses. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a nationwide network of independent advisors and offers multiple program structures and investment 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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Domenick D

Series 63

Westbury, NY

Cetera

Domenick Dandrea is a financial advisor with Cetera, holding a Series 63 designation and over 32 years of industry experience. He has worked at Cetera since 2019 and previously spent 25 years with Foresters Financial and six years with Foresters Advisory Services LLC. Outside of his advisory role, he serves as vice chair and board member of the CPFA accreditation, participating in guideline review and voting. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary authorities 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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John G

Series 63, Series 66

Westbury, NY

Cetera

John Golden is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. He has worked at Cetera since 2019 and previously spent 28 years with Foresters Financial. Cetera Investment Advisers LLC operates as a multi-manager platform serving 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, utilizing both affiliated and third-party 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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Anthony A

Series 63, Series 65

Westbury, NY

Cetera

Anthony Angarola Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 41 years of industry experience. He has been with Cetera and its affiliates since 2019 and previously worked at Foresters Financial from 2013 to 2019. Outside of his advisory role, he serves as a board member for the Shinnecock Shores Association, where he helps organize community activities. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with a broad range of investment 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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Jeanette C

Series 63

Westbury, NY

Cetera

Jeanette Colby is a financial advisor with Cetera in Westbury, NY, holding a Series 63 designation and nine years of industry experience. She has worked with Cetera since 2019 and previously with Foresters Advisory Services and Foresters Financial Services. Outside of her advisory role, she spends time assisting with Medicare Advantage plans. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with multiple program structures 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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Thomas G

Series 66

Westbury, NY

Cetera

Thomas Ginnane is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Cetera, he held positions at Hofstra University, Publishers Clearing House, Hellman Electric LLC, the University of Delaware, and Chaminade High School. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, corporations, charities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary accounts 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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George S

Series 63

Westbury, NY

Cetera

George Schmansky Jr. is a financial advisor with Cetera, holding a Series 63 designation and 29 years of industry experience. His career includes roles at Metlife Securities Co., MassMutual Life Insurance Co., and Mass Mutual Investors Services before joining Cetera in 2026. He also works as an independent insurance agent specializing in Life, Accident, Health, Long-Term Care, Dental, and Group Disability income insurance. 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 that supports both discretionary and non-discretionary account management.

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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Rippert R

Series 66

Westbury, NY

Cetera

Rippert Roberts III is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Equitable Advisors, LLC and the US Army Corps of Engineers. He is also co-owner of The QAE Group, a business affiliated with Cetera. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and retirement services, utilizing both affiliated and third-party managers across multiple 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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Jeremy F

Series 63, Series 65

Westbury, NY

Cetera

Jeremy Fraser is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial. Fraser serves as a trustee of the Fraser Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm supporting a large network of independent advisors who serve individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, providing access to multiple managerial platforms 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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Michelle K

Series 63

Westbury, NY

Cetera

Michelle Koss is a financial advisor with Cetera, holding a Series 63 designation and 28 years of industry experience. She has worked at Cetera and its affiliates since 2019 and previously spent over two decades with Foresters Financial and Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, operating a multi-manager platform that provides access to affiliated and third-party managers across multiple 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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Casey K

Series 66

Westbury, NY

Cetera

Casey Krebs is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. Prior to his current role at Cetera, he worked at Jungle Bob's Enterprises Inc and The College of Saint Rose. Outside of advising, he is involved with Presto Pizza Corp, where he performs food service and preparation work. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program structures and investment 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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Joao V

Series 63, Series 65

Westbury, NY

Cetera

Joao Valente is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. He is also a wealth manager for Gold Coast Financial Planning, a business affiliated with Cetera. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that includes 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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Jonathan R

Series 63, Series 66

Westbury, NY

Cetera

Jonathan Roth is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and related firms since 2020, with prior experience at JJ Burns and North Ridge Securities Corp. Roth serves on the Board of Directors for the Hicksville Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered advisor that provides services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets 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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David G

Series 63, Series 65

Westbury, NY

Cetera

David Goodman is a financial advisor with Cetera Investment Advisors LLC, holding Series 63 and 65 licenses and possessing 30 years of industry experience. He has worked at several firms including Mass Mutual Investors Services and MetLife Securities Inc. He is also active as a sales representative in non-life insurance, disability insurance, long-term care, fixed annuities, and health products. Cetera Investment Advisors LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and consulting services, supporting both discretionary and non-discretionary investment approaches.

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 R

Series 63, Series 66

Westbury, NY

Cetera

Anthony Riley Barrett is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and eight years of industry experience. His prior roles include positions at Equitable Advisors, Pruco Securities, Wells Fargo Clearing, and PNC Bank. He is also the owner of ARB Wealth Management LLC and holds a minority ownership stake in The QAE Group, a DBA associated with Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a national network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with 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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Anthony M

ChFC®, Series 63

Westbury, NY

Cetera

Anthony Marotto is a financial advisor at Cetera with 23 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Cetera in 2021, Marotto spent 18 years with Northwestern Mutual in various roles. He also serves as a trustee for the Marotto Family Trust. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing 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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Rory P

Series 63, Series 65

Westbury, NY

Cetera

Rory Pinsky is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 designations. His prior firms include Foresters Advisory Services and Foresters Financial Services. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party 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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Christopher R

Series 63, Series 66

Westburyn, NY

Cetera

Christopher Riofrio is a financial advisor at Cetera with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Popular Bank, and Infinex. He is also president and wealth manager at Riofrio Wealth Management Group, a dba for Cetera business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers, operating as a multi-manager platform with various program structures and supervisory services.

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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Dennis H

Series 63, Series 65

Westbury, NY

Cetera

Dennis Herrera is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Cetera since 2019 and previously spent a decade with Foresters Financial and two years at Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes 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 affiliated and third-party managers and a variety of 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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