Minneapolis, MN Marquette Ave Office

Matthew Bearth is a CFP® professional with six years of industry experience, currently affiliated with Cetera. He has held positions at multiple firms including AdvisorNet Wealth Partners and Box Financial Advisors. Outside of his advisory work, he serves as an alumni ambassador for St. John Vianney Seminary in St. Paul, MN, assisting with event planning. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services across multiple program structures and custodial relationships.

Zachary Stockdale Green is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and Box Financial Advisors, where he also serves as a business processing specialist. Green is based in Minneapolis, MN. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Spencer Peterson is a financial advisor at Cetera with two years of industry experience and holds a Series 66 designation. He has worked with Gradient Securities, LLC, and currently provides client support services at Box Financial Advisors. Outside of financial services, he owns an automotive detailing business, SP Detailing, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and consulting services with access to multiple investment program options and third-party managers.

Eric Hedberg is a CFP® and PFS™ professional with 12 years of industry experience currently affiliated with Cetera. He has held roles at Cetera Wealth Services, AdvisorNet Wealth Partners, Box Financial Advisors, and recently founded Hedberg Financial Inc. Hedberg serves as a board secretary and treasurer for Box Financial Advisors and is involved in operational management and ownership at the firm. Cetera Investment Advisers LLC is an SEC-registered adviser offering services through a nationwide network of independent advisors. The firm serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, utilizing a multi-manager platform with a range of discretionary and non-discretionary portfolio management options.

Sarah Ta is a financial advisor with Cetera based in Minneapolis, MN, holding a Series 63 designation and over 14 years of industry experience. She has worked with Cetera and its affiliated entities since 2012 and is also a paraplanner at Box Financial Advisors, where she prepares client investment and planning reports. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse 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 nationwide network of independent advisors and employs a multi-manager platform with various program structures and affiliated partnerships.

Michael Box is a CFP® with eight years of industry experience, currently affiliated with Cetera in Minneapolis, MN. He has held roles at Cetera Wealth Services, Box Financial Advisors, and Advisornet Wealth Partners. Outside of his advisory work, he is involved with Box Financial Advisors as a financial professional and serves as an investment advisory representative with Advisornet Wealth Partners. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, supporting a wide range of program structures and custodial relationships.

Cyrus Shabaz is a CFP® professional affiliated with Cetera, based in Minneapolis, MN, with 27 years of industry experience. He has held roles at Cetera and its affiliates since 2013 and currently serves on the board of directors for Box Financial Advisors, providing advisory guidance and participating in firm strategy. His other activities include selling fixed insurance products and working as a financial services representative. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors.

Christopher Hasling is a CFP® and ChFC® with 21 years of industry experience, currently affiliated with Cetera. He has been involved with several firms including Box Financial and AdvisorNet Wealth Partners. Hasling holds a leadership role as president of the Blaine Ham Lake Rotary Club and mentors financial professionals through a dedicated mentoring program. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering diverse portfolio management options, financial planning, and access to third-party managers, supporting over 10,000 advisors and managing assets exceeding $256 billion.