Boca Raton, FL NE Mizner Blvd Office

Stanley Smith Jr. is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2019, following earlier roles at Summit Financial Group, Summit Brokerage Services, and Wells Fargo Advisors. Outside of advisory work, he is involved in managing a personal trust that provides mortgage and refinancing bridge loans. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms delivered through a large national network of advisors.

Raelene Aldridge is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. Her prior work includes roles at UBS Financial Services, Summit Financial Group, and multiple Cetera-affiliated firms. Outside of finance, she is involved as a wellness advocate for DoTerra essential oils. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers across various program structures.

Stephen Tyson is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Summit Brokerage Services. In addition to advising, he holds a notary public commission and works as a fixed insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers.

Daniel Feniger is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at Cetera since 2006 and previously at UBS Financial Services from 1994 to 2006. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with over $256 billion in assets under management.

Michael Lang is a financial advisor with Cetera, holding the Series 66 designation and bringing 16 years of industry experience. He has been associated with Cetera and its affiliated entities since 2016 and owns Michael Lang, P.A., providing legal services related to real estate. Lang also works as a real estate broker and serves as an adjunct professor of business law at Broward College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various third-party managers through a multi-manager platform with discretionary and non-discretionary options.

Lockett Crowe is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 27 years of industry experience. His prior roles include positions at Summit Financial Group Inc and Cetera Wealth Services, LLC. Outside of advisory work, Crowe is involved in managing and conducting due diligence for real estate investments through a holding company and another investment property business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.

Jon Alin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has previously worked with Summit Financial Group and its affiliated entities. Outside of his financial advisory role, he is actively involved in basketball officiating and holds several positions as a referee and secretary for local basketball organizations. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Bonnie Roy is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2002 and also works with Summit Financial Networks. Outside of her advisory role, she sells Medicare supplements part-time during evenings and weekends. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, 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 unaffiliated managers.