Harrisonburg, VA A South Liberty Street Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

5

Of 10,217 advisors across 5,124 offices

Location

205 A South Liberty Street

Harrisonburg VA 22801

Advisors at this office

5

Advisors at this office

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Malachi B

Series 66

Harrisonburg, VA

Cetera

Malachi Bontrager is a financial advisor at Cetera with six years of industry experience. He holds the Series 66 designation and has worked with firms including Concourse Financial Group Securities Inc and LD&B Financial Group. Outside of advisory roles, he is involved in the sale of fixed insurance products through LD&B Insurance Agency. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam S

ChFC®, Series 63, Series 65

Harrisonburg, VA

Cetera

Adam Savanick is a financial advisor at Cetera with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Cetera in 2025, he worked for Concourse Financial Group Securities Inc. for 13 years. Outside of his advisory role, he serves as a trustee for an employee stock ownership plan and sits on the boards of a nonprofit youth organization and a local collaborative, where he holds treasurer responsibilities. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, 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 managers across diverse program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jack B

Series 66

Harrisonburg, VA

Cetera

Jack Bauer is a financial advisor with Cetera in Harrisonburg, VA, holding a Series 66 designation. He has professional experience beginning in 2024 with roles at LD&B Insurance and Financial Services and Hantzmon Wiebel LLP prior to joining Cetera in 2026. Outside of finance, his work history includes various educational and service roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers diverse portfolio management and retirement services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of investment programs under discretionary and non-discretionary authorities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Adam H

Series 66

Harrisonburg, VA

Cetera

Adam Hatter is a financial advisor with Cetera holding a Series 66 designation and has been in the industry since 2026. His prior work includes roles at DuPont Community Credit Union, Dick's Sporting Goods, and several educational institutions. 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 diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Steven B

ChFC®, Series 63, Series 66

Harrisonburg, VA

Cetera

Steven Brunk is a financial advisor with Cetera, holding the ChFC® designation and bringing 29 years of industry experience. He has been with Cetera since 2025, following a long tenure at Concourse Financial Group Securities Inc. Brunk also manages his own financial planning and insurance businesses under the LD&B Financial Group and LD&B Insurance Agency brands. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform combining affiliated and third-party investment strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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