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Gary G

Series 63, Series 65

Wheeling, WV

Cetera

Gary Glessner is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining Cetera in 2025, he worked at Avantax Investment Services for nearly three decades and has held various roles including board positions at Unified Bank and The Linsly School. He is involved in multiple business activities such as tax preparation and accounting through Glessner & Associates, PLLC, and co-owns Evolve Multimedia, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management options and access to third-party money managers, supported by a large network of over 10,000 advisors and significant assets under 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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Eric S

Series 63, Series 66

Wheeling, WV

Cetera

Eric Snodgrass is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior work includes roles at Avantax Insurance Services, Highland Capital Brokerage, and FSC Securities Corporation. Outside of advisory work, he manages family oil and gas mineral rights and serves on the board of The Jets Booster Club. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, supported by a nationwide network of over 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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Jay H

Series 66, Series 65, Series 63

Wheeling, WV

Cetera

Jay Hunt is a financial advisor with Cetera, holding Series 66, Series 65, and Series 63 designations and 21 years of industry experience. His prior work includes roles at Avantax Investment Services, Glessner Snodgrass Wealth Management, and Unified Trust. Outside of advising, he co-owns a single-family rental property. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a multi-manager platform offering a wide range of portfolio management and consulting 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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