Newport Beach, CA Macarthur Blvd. Office

Matthew Freeman is a CFA® charterholder with eight years of industry experience. He is currently with Cetera Wealth Services, LLC and Cetera, having joined in 2023, and he also maintains a role as a financial professional with Tax and Financial Group. His prior experience includes positions at Securian Financial Services Inc. and Minnesota Life Insurance Company. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors, employing a multi-manager platform with access to both affiliated and third-party managers.

Neddie Bokosky is a financial advisor with Cetera in Newport Beach, CA, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. Prior to joining Cetera in 2023, he worked at Securian Financial Services and Minnesota Life for 33 years. He serves as a board member of the Project Kokoro Club of Orange County Buddhist Church, a senior outreach organization. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals across wealth levels, 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 money managers.

Michael Gabrielian is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Securian Financial Services, Inc. and Minnesota Life for over three decades. Gabrielian serves as treasurer on the Brighton Shores Homeowners Association board and participates on the advisory board of Envirokinetics. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of over 10,000 advisors. The firm serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management as well as financial planning and consulting services.

Cathy Fitzpatrick is a CFP® with 42 years of industry experience, currently serving as a financial professional at Cetera. She spent 33 years at Securian Financial Services and Minnesota Life before joining Cetera in 2023. Fitzpatrick is involved in community outreach as an advisory board member for WISE (Women Investing in Security and Education) and serves on the board and finance committees of the Girl Scouts of Orange County. Cetera Investment Advisers LLC is a large SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Kenneth Petersen is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 65 licenses, and has 44 years of industry experience. Prior to joining Cetera in 2023, he worked for Securian Financial Services, Inc. for 36 years. He is involved as a beneficiary and trustee of charitable trusts and engages in life settlements as an agent and broker. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Paul Thomas Jr. is a financial advisor with Cetera, holding the CFP® and ChFC® designations and over 40 years of industry experience. He has worked at Cetera since 2023 and previously spent several decades with Securian Financial Services and Minnesota Life. In addition to his advisory role, he is involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base that includes individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by more than 10,000 advisors and over $256 billion in assets under management.

Richard Schiendler is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, and has 42 years of industry experience. He has worked at Cetera since 2023 and previously spent 28 years with Securian Financial Services, Inc., alongside longstanding involvement with Tax & Financial Group and Schiendler Insurance Services, Inc. He is also registered as an agent/broker for fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various program structures, including model portfolios, third-party money managers, and bespoke strategies.

Kyle Wong is a financial advisor with Cetera, holding a Series 66 credential and beginning his industry experience in 2025. Prior to his advisory role, he was a full-time student and has entrepreneurial experience as the owner of a jewelry resale business and a lifestyle and streetwear brand. Wong manages all aspects of these businesses, including product sourcing, marketing, and customer engagement. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Sean Mccloskey is a financial advisor with Cetera in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked with several firms including Minnesota Life, Securian Financial Services Inc., and Tax and Financial Group, where he is currently CEO. Mccloskey also holds a role as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves 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 multi-manager platform that supports both discretionary and non-discretionary investment programs.

Scott Petersen is a financial advisor at Cetera with 22 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to joining Cetera in 2023, he worked with Securian Financial Services and Minnesota Life Insurance Co. for 14 years and has operated Tax and Financial Services since 2009. Petersen serves on the advisory board of the All-American Boys Chorus, a youth choir based in Southern California. 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 investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Dustin Slinkard is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at Dabco Mechanical for 14 years. Outside of his advisory role, he operates an eBay business focused on online sales. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts, offering portfolio management, financial planning, and retirement services through a large network of independent advisors. The firm employs a multi-manager platform with various program structures and custodial relationships, managing over $256 billion in assets.

Gemma Snell is a financial professional with 23 years of industry experience, currently with Cetera. She holds Series 63 and Series 66 licenses and has worked at firms including Securian Financial Services, Inc. and Minnesota Life Insurance Company. In addition to her advisory role, she is active as an insurance agent selling fixed insurance products and operates under the financial services DBA Tax & Financial Group. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple investment management options and financial planning services through a large network of independent advisors, managing over $256 billion in assets.

Mai Nguyen is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Cetera. Her prior experience includes roles at Securian Financial Services and Minnesota Life Insurance Co., spanning 15 years each, alongside operating her own financial services firm, Tax And Financial, for over 18 years. She serves as a volunteer board member and vice president of fundraising for the Fountain Valley Boys Basketball Booster Club. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Brian Freeman is a financial advisor at Cetera with over 40 years of industry experience. He holds the ChFC® designation and has held roles at multiple firms, including Securian Financial Services and Minnesota Life. In addition to advisory work, he is involved in several insurance-related businesses, including life settlements and fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party managers.

Taeyoon Kim is a financial advisor with Cetera based in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He previously worked with Securian Financial Services and Minnesota Life Insurance Co. from 2009 to 2023 and owns Tax & Financial Group. Kim serves as an officer and board member of the Korean American Coalition San Diego. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.