Charlotte, NC Office

Jason Wilson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2023 and was previously with Ameriprise Financial Services, Inc. for 12 years. He is also the owner of JT Wilson Capital Management, a financial services business. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, servicing over 800,000 clients through more than 10,000 advisors.

Donald Presson is a financial advisor at Cetera with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with Cetera Wealth Services since 2013. In addition to his advisory role, he serves on the Endowment/Planned Giving Committee at Sharon Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that operates a multi-manager platform, providing portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients nationwide. The firm supports a broad range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Dana Branham is a CFP® professional with 19 years of experience in financial advising, currently affiliated with Cetera. Her prior experience includes roles at LPL Financial and Valic Financial Advisors. Outside of advising, she is an author and serves as chairman of the International Investment Committee for Alpha Kappa Alpha Sorority, Inc., where she collaborates with portfolio managers from Bank of America and Morgan Stanley. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform to over 10,000 advisors nationwide. The firm serves individuals, retirement plans, corporate and charitable clients, and institutions with a range of portfolio management, planning, and consulting services.

Ming Hu is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Advisory Services and Avantax Investment Services among others. He also holds insurance agent roles as an independent contractor with Medico Corp. Life Insurance, United Healthcare, and Humana. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers across diverse program structures.

Hensey Fenton Jr. is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera since 2003, including over two decades at Cetera Financial Specialists LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Matthew Rice is a financial advisor at Cetera with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Ameriprise Financial Services and Avantax. Outside of his advisory role, he operates Matthew J Rice CPA PC, providing accounting and tax preparation services to business owners and individuals. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program structures and custodians.

Thomas Sauer is a CFP®-credentialed financial advisor with 21 years of industry experience. He is currently affiliated with Cetera and Prosperity Wealth Management and has prior experience with Prudential and Waddell & Reed. Sauer is also the owner of Integrity Capital Management, a financial advisory and planning business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform that enables advisors to utilize affiliated and third-party managers, with a range of program options and portfolio management services.