Houston, TX 10200 Richmond Ave Office

Jeffrey Cardwell is a financial advisor at Cetera with 43 years of industry experience. He holds a Series 63 designation and has been associated with Cetera Advisors LLC since 2013. Outside of his advisory role, he is involved as an owner of Duffy Cardwell, LLP, a financial services firm, and also works as a licensed insurance agent. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management, financial planning, and consulting services across discretionary and non-discretionary program structures.

Valiullah Najafi is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Cetera and Prosperity Advisors, LLC, and has operated Najafi Financial Services since 2002. He is also involved in insurance services and holds several securities licenses. Outside of finance, he owns a residential rental property for which he provides maintenance. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services through a multi-manager platform, featuring both discretionary and non-discretionary account management across multiple program structures.

Karen Trekell is a financial advisor at Cetera with 18 years of industry experience. She holds a Series 66 designation and has worked at Cetera Advisors LLC since 2013 and Duffy, Cardwell, Clark & Clarke since 2018. Outside of her advisory work, she is a co-owner and partner in LatherUp, LatherMeUp, a soap-making business involved in internet sales and craft fairs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and custodial relationships.