Phoenix, AZ Office

David Barnett is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. His career includes prior roles at Avantax Investment Services and PK Financial Strategies. He is also president of DB Golf, LLC, a company involved in revenue management. Cetera Investment Advisers LLC serves individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Daniel Kravits is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 66 licenses and 41 years of industry experience. He has worked with Cetera and its affiliated entities since 2019, and previously with Foresters Advisory Services and Foresters Financial Services from 2012 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with options for model portfolios, third-party managers, and bespoke strategies.

Laurel Whitney is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. She has been affiliated with Cetera and its related entities since 2013. Whitney also operates L.M. Whitney & Associates as a financial planning and consulting business and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to both affiliated and unaffiliated third-party money managers within a multi-manager platform.

Indumathi Anand is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. She has worked with Cetera since 2025 and concurrently leads Anand Financial Services, which has operated since 2010. Prior to this, she was associated with Avantax Advisory Services and Avantax Investment Services for over two decades. Anand previously owned and managed Anand & Anand CPA P.C., a CPA practice sold in 2022, and currently provides advisory services related to accounting and tax matters during its transition. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment managers and customized strategies.

Rao Anand is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Avantax Advisory Services and related Avantax entities for over two decades before joining Cetera in 2025. Anand serves as Treasurer and Comptroller on the board of the nonprofit TiE Arizona and is president of a local homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm providing a broad range of services to individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers multiple portfolio management solutions, including model portfolios, third-party managers, and custom strategies, operating across various program structures and custodial relationships.

Allan Rosen is a financial advisor at Cetera with 43 years of industry experience. He holds Series 63 and Series 66 designations and has been working with Cetera and its affiliates since 2013. He is president and owner of Rosen Investment Advisors, Ltd., and serves as president of a nonprofit water company. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, featuring a multi-manager platform with access to both affiliated and third-party investment strategies.

Stephanie Morales is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Cetera since 2019, including Cetera Wealth Services, and previously spent 19 years with Cuna Mutual Group. Morales is also the recording secretary for the Madison Traditional Academy Guild, an educational nonprofit organization. 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 a range of portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Lisa Villarreal is a financial advisor with Cetera based in Phoenix, AZ, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked with multiple Cetera entities since 2017 and previously was affiliated with First Allied Securities, Inc. and Girard Securities, Inc. Outside of her advisory role, she serves as an executor on a family will. Cetera Investment Advisers LLC is an SEC-registered adviser that offers services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management and financial planning options, encompassing discretionary and non-discretionary strategies and access to affiliated and third-party managers.

Brandon Mcalister is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Avantax Investment Services Inc, UNest Advisors, Robinhood Markets, and The Vanguard Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Randy Sitzman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and First Financial Equity Corporation. He is also a principal owner of an insurance agency and serves as COO of a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across over 10,000 advisors.

Adrienne Radakovic is a financial advisor with Cetera, holding a Series 66 designation and bringing 19 years of industry experience. Her career includes roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. She is the founder and senior investment advisor of Stella Wealth Advisors LLC and also consults on sales activities with an executive leadership team in a non-investment business. Cetera Investment Advisers LLC serves a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of program structures and third-party managers.

Gerald Webster is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His career includes long tenure at First Allied Securities and Advisory Services before joining Cetera in 2022. Outside of his advisory work, he is involved with Mind Power Capital Corp and serves as trustee of the Webster Revocable Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts with over $256 billion in assets under management.