Richmond, VA East Cary Street Office

Julia Friske is a financial advisor at Cetera with two years of industry experience. She holds a Series 66 designation and has worked at Cetera and Cetera Wealth Services since 2024. Outside of her advisory role, she is involved in fixed insurance sales and operates a commission-based brokerage business through North Star Resource Group. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party and affiliated money managers.

Tanner Leary is a financial professional with five years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked with firms including Northstar Resource Group and Minnesota Life Insurance Company. Outside of his advisory role, Leary is involved in fixed insurance sales through an agent/broker position at North Star Consultants. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a network of over 10,000 advisors and managing over $256 billion in assets.

Isaac Montieth is a financial professional with Cetera and holds a Series 66 credential. He has been with Cetera since 2025 and has prior experience working in various roles outside the financial industry, including hospitality. Additionally, he is involved with North Star Resource Group, where he provides life insurance, securities, business planning, and financial planning services. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving 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 includes model portfolios, third-party managers, and customized strategies.

Joey Snyder is a ChFC® credentialed financial professional with 15 years of industry experience. He is currently affiliated with Cetera and has served in various roles including at Minnesota Life Insurance Company and Securian Financial Services. Outside of standard advisory activities, Snyder is involved as an agent and broker at North Star Consultants, focusing on fixed insurance sales. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, operating over $256 billion in assets with more than 10,000 advisors.

Zachary Martindale is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and previously worked at North Star Resource Group, where he provided life insurance, securities, and planning services. Outside of his advisory role, he is also involved in the sale of fixed insurance products. 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 access to third-party managers through a multi-manager platform.