Philadelphia, PA N Independence Mall West Office

Deborah Roundtree is a financial advisor with Cetera, holding a Series 63 designation and bringing 25 years of industry experience. She has been associated with various Cetera entities since 2004 and owns Macktree, LLC, a tax and accounting firm where she serves as CPA. Additionally, she is involved in fixed insurance sales through Macktree Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory platform serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering diversified portfolio management and financial planning services through multiple program structures and manager options.

Andrew Arno is a financial advisor at Cetera with 29 years of industry experience. He holds a Series 63 designation and has worked with firms including LPL Financial, Private Advisor Group, and Cetera Advisors LLC. In addition to his advisory role, he is involved in insurance services, selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party managers, operating a large multi-manager platform with over $256 billion in assets under management.

David Waters is a CFP® and ChFC® with 45 years of experience in financial advising. He has been affiliated with Cetera and its related entities since 2018, following prior work at Private Advisor Group and LPL Financial. Waters owns multiple insurance and financial services businesses, including Professional Planning Associates, Inc. and Great Oak Financial, and serves as a moderator and speaker for CPA continuing professional education seminars. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services across multiple program structures and custodial relationships.

Domenica Leitner is a financial advisor at Cetera with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Private Advisor Group, LPL Financial, and Cetera Advisors LLC. In addition to her advisory role, she is engaged as an insurance agent selling life, health, disability, and long-term care insurance, and she is involved with Professional Planning Associates, Inc. providing insurance and financial services. 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 range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios, with more than $256 billion in assets under management.

Lee Johnson Jr. is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience with Valor Asset Management, which he founded, as well as roles at LPL Financial and Great Valley Advisor Group. Aside from his advisory work, he owns and manages Summer Seclusion, a rental property business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers diverse portfolio management and financial planning services through a multi-manager platform that supports a variety of program structures and investment strategies.