Bluffton, SC Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

4

Of 10,209 advisors across 5,116 offices

Location

Bluffton SC

Advisors at this office

4

Advisors at this office

user avatar

Zeth W

Series 66

Bluffton, SC

Cetera

Zeth Walters is a financial advisor at Cetera with 20 years of industry experience and holds a Series 66 designation. He has worked at Cetera since 2013 and has been involved in business ownership, including co-owning a fitness gym where he participates in business planning, coaching, and training. Walters also maintains roles as an insurance agent offering fixed and group retirement annuities. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with a range of discretionary and non-discretionary investment and retirement services, managing 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
user avatar

Sean C

Series 63, Series 66

Bluffton, SC

Cetera

Sean Casey is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera and its related entities since 2004. Casey serves on the board of the Rose Hill Plantation Home Owners Association in Bluffton, SC. Cetera Investment Advisers LLC is an SEC-registered advisor that supports a large nationwide network of independent advisors. The firm serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions, offering a range of portfolio management and financial planning services through multiple program platforms and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Justin M

Series 63, Series 65

Bluffton, SC

Cetera

Justin Marcus is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at VOYA Financial Advisors and ownership of Jstntym Financial & Insurance Solutions, Inc. He is also licensed as an insurance agent, selling fixed insurance products. 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 a variety of portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Archie O

PFS™, Series 63, Series 65

Bluffton, SC

Cetera

Archie Odom Jr. is a financial advisor at Cetera with 28 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he was affiliated with Avantax Advisory Services and Avantax Investment Services for over 27 years, and operated A Creig Odom, CPA, PA for 14 years. He also conducts financial planning and investment services under the name A. Creig Odom. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform that combines proprietary model portfolios, third-party managers, and customizable strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")