McKinney, TX Office

Matthew Bell is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Innovative Strategies and Equity Services, Inc. Outside of his advisory role, Bell owns Bell Annuity Concierge, a consulting business focused on supporting fixed and indexed annuity sales. Cetera is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and planning services, operating over $256 billion in assets with more than 10,000 advisors nationwide.

Timur Mezhlumov is a CFP® with 26 years of industry experience. He currently works at Cetera and has held roles at several firms including Avantax and Andre Wealth Management. In addition to his advisory work, he provides tax consulting and IRS representation through his own accounting and consulting businesses and is a partner in a tax services firm. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering a multi-manager platform with various portfolio management strategies and financial planning services through a large nationwide network of independent advisors.