Dallas, TX Merit Dr Office

Madison Gentsch is a financial advisor with Cetera, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Cetera and its related entities since 2013 and also serves in the US Navy Reserve since 1988. Outside of his advisory work, Gentsch is involved in selling fixed insurance products such as annuities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, employing a multi-manager platform that includes use of affiliated and third-party models, discretionary and non-discretionary accounts, and a range of program structures.

David Evans is a CFP® with 39 years of industry experience, currently serving at Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He holds a Series 63 registration and operates out of Dallas, TX. In addition to his advisory work, he sells life, health, disability, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform serving over 10,000 advisors and roughly 800,000 clients.

Mark Szymanski is a CFP® professional with 37 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Wealth Services, LLC since 2013 and joined Cetera in 2023. In addition to his advisory role, he is involved in the financial services business Financial Network. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large nationwide network of independent advisors and provides access to various investment platforms and third-party managers.

Kurt Opella is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Cetera and its related entities since 2013. Opella is also the owner and managing principal of Rankin Financial Network, LLC, and serves as president and treasurer of Rainbow Days, a nonprofit supporting homeless children in North Texas. Additionally, he is a co-owner of an organic farming LLC. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program platforms and manager options, overseeing more than $256 billion in assets across over 10,000 advisors.

J. Lynn Lawrance is a CFP® with 29 years of experience in the financial services industry. She has been with Cetera and its affiliate, Cetera Wealth Services, LLC, since 2013. In addition to her advisory role, she sells life, disability, annuities, and long-term care insurance and participates in market research surveys and focus groups. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management solutions through a multi-manager platform, combining affiliated and third-party managers, and supports both discretionary and non-discretionary account management.

Stephen Harris is a ChFC®-designated financial advisor with 51 years of industry experience, currently serving at Cetera since 2023. He has been involved with Cetera Wealth Services, LLC since 2013 and has operated Stephen L. Harris, CLU & Associates since 1994. Harris is chairman of Ark House, a nonprofit providing low-cost housing for patients and families receiving extended medical care in Dallas. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a variety of portfolio management and financial planning services through a broad network of independent advisors.

Claire Chiara is a ChFC® and Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Cetera. She holds a Chief Operations Officer role at Tartan Financial Services, a financial services firm. Prior to her current position, she worked at Simpson Thacher & Bartlett LLP and has been involved in selling life and health insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures.

Mark Drennan is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 25 years of industry experience. He has been associated with Cetera Wealth Services since 2013 and Dexter & Co. Benefit Services Inc. since 1994. Outside of his advisory work, he serves as the marketing director for a real estate sales team. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and financial planning services through discretionary and non-discretionary programs.

George Gish Jr. is a CFP® professional with 41 years of industry experience, currently serving at Cetera since 2023 and previously with Cetera Wealth Services, LLC since 2013. He is also involved in insurance sales focusing on life, disability, and long-term care products. Outside of his financial advisory work, he is a speaker on ministry and discipleship for church groups and serves as a church elder at Grace Community Church. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors, offering portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform providing access to affiliated and third-party managers, automated investment options, and bespoke strategies across various program structures.