Concord, OH Office

Diana Zappitelli Ridenour is a Series 66-licensed financial advisor with 12 years of experience, currently affiliated with Cetera. Her prior experience includes roles at Avantax Advisory Services and Avantax Insurance Agency, along with operating her own firm, Zappitelli Financial Services, since 2011. Outside of financial advising, she is involved in a family-run business that provides fingerprinting and background check services to the public and businesses in Ohio. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a nationwide network of independent advisors with access to multiple program structures and investment strategies.

Robert Zappitelli is a CFP®-designated financial advisor with 39 years of industry experience, currently affiliated with Cetera in Concord, Ohio. His career includes long-term roles at Avantax Investment Services and advisory positions at Valcon Inc. and multiple family-related businesses, including e-commerce and real estate ventures. He serves on the boards of the Harvey Alumni Association, Harvey Endowment Fund, and Lake Erie College. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options, including access to third-party managers and model portfolios, managing over $256 billion in assets.

Robert Sason is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has prior experience with Avantax Advisory Services and Crowe Horwath LLP. Outside of his advisory role, he is involved in accounting and tax preparation through Zappitelli Financial Services LLP, operates an e-commerce business selling goods on Amazon, and holds a silent ownership stake in a MedSpa business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of investment programs and portfolio management options, supported by a large network of advisors and over $256 billion in assets under management.

Mark Baniewicz is a CFP®-designated financial advisor with Cetera, based in Concord, Ohio, and has four years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he is a tax manager at Zappitelli Financial Services, where he provides tax and accounting services to both individual and corporate clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement various portfolio management strategies, combining discretionary and non-discretionary approaches under multiple program structures.

Jeffrey Burch is a CFP® professional with five years of industry experience, currently advising through Cetera. He owns Burch Investments, a private financial services firm that provides comprehensive wealth management and financial planning for individuals, families, and business owners. In addition to his advisory roles, he is involved in personal accounting and tax preparation through Zappitelli Financial Services and serves as a Lead Auditor for the Department of Defense Office of Inspector General. Cetera Investment Advisers LLC operates as a multi-manager platform serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors.

Robert Zappitelli II is a financial advisor at Cetera with Series 63 and Series 66 licenses and four years of industry experience. He has worked at Avantax Advisory Services and Avantax Insurance Services prior to joining Cetera in 2025. Outside of his advisory work, he operates Zappitelli Financial Services, where he provides accounting and tax preparation, and he is also a certified Remote Online Notary for the State of Ohio. Cetera Investment Advisers LLC serves individual and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated money managers.