Fishkill, NY Merrit Blvd Office

Calvin Nelson is a financial advisor at Cetera with 12 years of industry experience. He holds a Series 63 designation and has worked at Cetera Investment Services LLC and Cetera since 2019, following five years at Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that features both affiliated and third-party managers, with over $256 billion in assets under management and a network of more than 10,000 advisors.

Scott Ruppert is a financial advisor with Cetera, holding a Series 63 designation and bringing 22 years of industry experience. He has worked with Cetera since 2019 and previously spent 15 years with Foresters Financial and 6 years with Foresters Advisory Services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.

Charu Ashar is a financial advisor with Cetera, holding a Series 63 designation and bringing 41 years of industry experience. Ashar has worked with Cetera and its affiliates since 2019, following a long tenure at Foresters Financial and Foresters Advisory Services spanning over three decades. Cetera Investment Advisers LLC operates as an SEC-registered multi-manager platform serving a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a network of more than 10,000 advisors managing over $256 billion in assets.

Charles Medlicott is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Cetera since 2019, following prior roles at Foresters Financial Services and associated entities dating back to 2002. Outside of advising, he serves as a fire commissioner for the Bloomingburg Fire Company, where he participates in financial oversight. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party model portfolios and various program structures.

Keith Preston is a financial advisor at Cetera with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and Woodbury Financial Services. Outside of his advisory work, he spends time on creative writing, focusing on fiction screenwriting and novels. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, employing a multi-manager platform with discretionary and non-discretionary program options.

George Pogyo is a financial advisor at Cetera with Series 63 and Series 65 credentials and five years of industry experience. He has worked at Cetera since 2020 and has prior experience including roles at SUNY at Plattsburgh and Dutchess Community College. Outside of advisory work, he is a 33% owner of JMG Mountain Trucking LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program structures.

Andrew Medlicott is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, he worked in various roles including management at Char Restaurants and positions at Pace University and Kohls Corporation. Outside of his advisory work, Medlicott serves as a standby ambulance driver and participates in local government activities in Mamakating, including serving on the town assessment board and a representative committee. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, including access to third-party money managers and various program structures.