Daniel Island, SC Seven Farms Dr Office

Jonathan Carroll is a financial professional with 20 years of industry experience, currently serving at Cetera since 2023. He holds Series 63 and Series 65 credentials and has prior experience with Commonwealth Financial Group, Securian Financial Insurance, and Minnesota Life Insurance Company. Outside of advising, he is a business owner and volunteers as a board member for Kids Chance of South Carolina. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Keating Simons is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at firms including Commonwealth Financial Group and Securian Financial Services. Outside of finance, he is listed as the owner of Sweet Grass Digital, an author-focused LLC with no current activity. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering a variety of portfolio management and retirement services through a nationwide network of independent advisors. The firm operates a multi-manager platform allowing advisors to implement diverse investment strategies across multiple program structures.

Jackson Weeks is a financial advisor with Cetera, holding the Series 66 designation and two years of industry experience. He is the owner of Jackson Swim School, which provides swim lessons. Cetera Investment Advisers LLC serves a broad client base including individual, institutional, and retirement plan clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Charles Matthews is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Trinity Wealth Securities, Florida Financial Advisors, and First Citizens. Outside of advising, he has worked in the restaurant industry. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a variety of portfolio management and retirement services, operating a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Eric Rozzi is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Group and involvement with Patrick Property Hospitality Group. Outside of finance, he has experience in education and community service, having worked at the University of South Carolina, Trident Technical College, Wando High School, and held a position in the South Carolina Senate. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party investment options.

Rhett Lindler is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. He has worked with Commonwealth Financial Group and other financial services firms. Lindler is also the owner of Seabreeze Wealth Management, LLC, an expense management business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary account options.

Samuel Mc Bride is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. He has worked at Cetera since 2023 and previously was associated with Commonwealth Financial Group and Securian Financial Services. Outside of his advisory work, he is involved in fixed insurance sales and has a modeling role related to clothing fitting. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual, corporate, charitable, and institutional clients with a range of portfolio management and financial planning services. The firm offers multiple program structures and access to third-party managers, overseeing more than $256 billion in assets through a large network of advisors.

Ellerie Walker is a Series 66-licensed financial advisor with 15 years of industry experience. She is currently with Cetera and has previously worked at Commonwealth Financial Group, Securian Financial Services, and Minnesota Life Insurance Co. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Edward Gilbert is a financial advisor with Cetera who holds the Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Strategic Resources Group, Ascend Financial Services, and Minnesota Life. Gilbert serves as an officer on the board of the Commonwealth Cares Foundation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment strategies through a large national network of independent advisors.

Caroline Mahoney is a financial advisor at Cetera with eight years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co., Commonwealth Financial Group, Northwestern Mutual, and Cetera Wealth Services. Mahoney is the owner of CM Financial Group, LLC, which she maintains for tax purposes but does not actively use. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, with more than $256 billion in assets under management and over 10,000 advisors.

Tyler Tenaglia is a financial professional with Cetera, holding Series 63 and Series 65 designations and five years of industry experience. His background includes roles at Commonwealth Financial Group, BNY Mellon, and other firms. Outside of his advisory duties, he provides consulting services through his own company, TTKG Consulting, LLC, focusing on financial modeling related to physical real estate. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various investment program options, combining discretionary and non-discretionary portfolio management across multiple custodial relationships.

Alexander Roliczek is a Series 66-credentialed financial advisor with three years of industry experience, currently associated with Cetera. He has held roles at multiple firms including Commonwealth Financial Group and Securian Financial Services Inc. Outside of advisory work, he has experience in fixed insurance sales and financial services. Cetera is an SEC-registered adviser operating a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and multiple program structures.

Edmond Coxe Jr. is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial and Securian Financial Services. Coxe also serves as a financial professional with Commonwealth Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm that provides a range of investment and financial planning services to individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering diverse portfolio management options and serves over 10,000 advisors and approximately 800,000 clients nationwide.

Robert Butler is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has previously worked in financial services and legal protection roles, as well as operational positions in the shipping and marine repair sectors. Outside of Cetera, he is also a financial advisor at Commonwealth Financial Group. 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 a variety of portfolio management and financial planning services, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

John Felix is a Series 66-licensed financial professional with six years of industry experience. He is currently affiliated with Cetera and Commonwealth Financial Group. Outside of his advisory role, he serves as a captain for Hooked on Tail Charters, providing boat tours in Charleston, SC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party money managers.