Atlanta, GA Windy Ridge Parkway Office

Susan Newman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 13 years of industry experience. She has worked with Cetera and affiliated firms since 2012 and owns several financial services businesses, including Newman Financial Services and Joe Newman and Associates. Newman also serves as Social Chair on the Board of Directors for Chesapeake Rotary. 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 various portfolio management options, combining discretionary and non-discretionary authorities across multiple program structures and custodians.

La Mont Mc Intosh is a financial advisor at Cetera with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with various Cetera entities since 2019. Outside of his advisory role, he serves as a treasurer for Family Health Centers of Georgia and works as a color commentator for live basketball broadcasts of the Georgia State men's basketball team. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers and investment programs.

Debra Scott is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. Her career includes roles at Cetera Advisors LLC and the Atlanta Planning Group. She is a board member and deacon at Peachtree Christian Church, where she participates in church services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that supports various investment strategies and program structures.

Zachary Lurry is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at various firms within the Cetera network since 2019, as well as Foresters Advisory Services and Foresters Financial Services prior to that. He is also involved as a financial advisor at Manhattan Ridge Advisors. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporations, charitable organizations, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that features both affiliated and third-party managers, accommodating discretionary and non-discretionary arrangements across diverse program structures.

Camilo Mayorga is a financial advisor with Cetera, holding Series 63 and Series 65 designations and seven years of industry experience. He has been with Cetera and its affiliated entities since 2019 and previously worked at A&A One Source Solutions LLC and Florida State University. He is also involved with CALTEX Financial Group LLC, operating under Cetera Business. 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, utilizing a multi-manager platform with access to affiliated and third-party portfolio managers across various program structures.

Franklyn Simmons is a financial advisor with Cetera in Atlanta, GA, holding Series 63, 65, and 66 licenses and having 13 years of industry experience. He has worked with Cetera since 2019 and previously held positions at First Investors Corporation and Family Health Centers of Georgia, Inc. Simmons serves on the Board of Directors for 10K Minority Appraisers and is involved in structured settlement consulting. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and oversees over $256 billion in assets under management.

Aaron Newman is a financial advisor at Cetera with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2019. Outside of his advisory role, he is a 50% owner of Mommy Gut Fitness LLC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Kristin Prentice is a financial advisor at Cetera with 16 years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James Financial Services and Wells Fargo Advisors. Cetera Investment Advisers LLC is an SEC-registered firm 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 large network of independent advisors, employing a multi-manager platform with discretionary and non-discretionary program options.

Dale Hoeflinger is a financial advisor at Cetera with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Wells Fargo in various capacities over 11 years. Outside of his advisory role, Hoeflinger owns a company that provides music entertainment for festivals, weddings, and corporate events. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multiple portfolio management options and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform that incorporates both affiliated and unaffiliated model portfolios.

Scott Orr is a financial advisor with Cetera based in Atlanta, GA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2019 and previously worked at Foresters Advisory Services and Foresters Financial Services. Outside of his advisory work, Orr is involved with the Center for Family Resources and serves on the Marietta FUMC Weekday Board. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors. It offers a range of services to individual, corporate, charitable, and institutional clients, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers through various program platforms.

Simon Block is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously served at Foresters Advisory Services and Foresters Financial Services. Block is a board member and treasurer for Futures Inc., assisting with financial oversight and social events. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, corporate, 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 discretionary and non-discretionary program options.