Minnetonka, MN Office

Terresa Laird is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 credential and previously worked at RBC Capital Markets for six years. In addition to her advisory role, she serves as a registered administrative assistant at AdvisorNet Financial Inc DBA Portfolio Partners, where she implements SMA accounts and manages various account-related activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and retirement services, overseeing more than $256 billion in assets.

Gary Aiken is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 credential and has worked at Cetera Advisors LLC since 2016, as well as operating Tonka Financial since 2011. Aiken serves as chair of the Golden Valley Business Council, a local business organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. It offers a multi-manager platform allowing advisors to implement a range of portfolio strategies with discretionary and non-discretionary services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Matthew Aiken is a financial advisor at Cetera with 10 years of industry experience and holds a Series 66 designation. He has worked at Cetera Advisors LLC since 2016 and operates Tonka Financial Services, a financial services DBA. Outside of advising, he has experience in hospitality through his work with ARIA Events. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Jean Kerr is a CFP® with 19 years of experience in the financial services industry. She has worked at Cetera since 2025 and previously spent over a decade at Avantax Advisory Services and Avantax Investment Services. In addition to her advisory role, she is president of J E Kerr Tax Service, Inc., a tax preparation and business management firm. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual and institutional clients through a multi-manager platform that offers a range of portfolio management and financial planning services. The firm manages over $256 billion in assets and supports more than 10,000 advisors with diverse program structures and investment options.

Thomas Dufresne is a financial advisor with Cetera, holding a Series 63 designation and bringing 35 years of industry experience. His career includes longstanding roles at Lear Financial Inc. and self-employment, alongside over a decade with Cetera Wealth Services and Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets across more than 10,000 advisors.

Peter Kelly is a financial advisor with Cetera in Minnetonka, MN, holding a Series 63 designation and 20 years of industry experience. He has worked with Avantax Insurance Agency LLC and Avantax Advisory Services, among other firms, and is a partner at Kelly & Muehler, PLLP, an accounting and bookkeeping firm. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and a multi-manager platform with access to affiliated and third-party managers.