Scottsdale, AZ 7025 N Scottsdale Rd Office

Michael Self is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at Cetera since 2020 and previously spent 15 years with First Financial Equity Corp. In addition to his advisory work, he serves as a trustee managing client trusts and acts as a power of attorney for a family friend. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of investment management and retirement services, including access to multiple program structures and third-party managers.

Shawn Perona is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, AXA Advisors, and Rocket Mortgage. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm 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 with discretionary and non-discretionary programs.

Christian Diegel is a CFP® with 20 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience at Edward Jones. Diegel also serves as managing member of Chawoogie Buckaroo LLC, a real estate holding company. Cetera is a large nationwide advisory firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering a range of investment strategies through discretionary and non-discretionary programs.

Shane O'Keefe is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera in Scottsdale, AZ. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Renaissance Financial, and Securian Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser 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 multi-manager platform, supporting both discretionary and non-discretionary strategies across various program structures.

Gregory Hunter is a financial professional with 27 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has held positions at firms including Merrill, Edward Jones, and First Allied Advisory Services. Hunter is also a successor trustee for an individual trust and manages raw land development through a separate business entity. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Alexandra Whitcher is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in client service and account maintenance roles at Mosaic Financial Associates since 2024. Prior to her advisory career, she held various positions in the hospitality and retail sectors. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 money managers.

Jason Benedetti is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Mass Mutual Investors Services, METLIFE Securities Inc, and Massachusetts Mutual Life Insurance Company. He is part owner of In Touch Wealth Advisors and serves on the boards of several nonprofit organizations, including We Share, Inc., Caritas in Veritate International, and Mater Misericordiae Catholic Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services.

Anthony Cosentino is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, with 12 years of industry experience. Prior to joining Cetera, he worked at The Vanguard Group for seven years and is also associated with Wilde Wealth Management. Outside of his advisory roles, Cosentino serves as a grant committee member for the Arizona Community Foundation, mentors small nonprofits on fundraising and gifting rules, and is a board member of the Sedona Humane Society. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management options, financial planning services, and access to third-party managers.

Anthony Williams is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. He has served in various capacities including president roles at Orthopedist Advisory Group and Mosaic Financial Associates. Outside of advisory work, he is involved as a camp director for a nonprofit organization and is the author of several Amazon Kindle e-books. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management options and third-party managers, overseeing assets exceeding $256 billion through more than 10,000 advisors nationwide.

Jacob Chapman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several affiliated and related firms since 2022, including Wilde Wealth Management Group and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individual investors to institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party money managers.

Marcus Ortega is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes extended tenures at Mosaic Insurance Associates, Mosaic Financial Associates, and Next Financial Group, with ongoing leadership in multiple financial and insurance ventures. He is a partner in Orthopedist Advisory Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers a range of portfolio management and consulting services with a multi-manager platform that includes affiliated and third-party managers, catering to diverse client needs and account structures.

Ethan Moore is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. Before joining Cetera and its associated entities in 2026, he worked at Park Avenue Securities, Guardian Life Insurance Company, and Pacific Advisors. Outside of financial advising, Moore is involved in personal training and strength coaching. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse clientele including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform featuring both affiliated and third-party investment options.

Andrew Wong is a financial professional at Cetera with three years of industry experience. He holds a Series 66 designation and has worked previously at Mutual of America and Oregon State University. Outside of his advisory role, he is involved with Wilde Wealth Management, where he performs financial professional and administrative duties. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services and access to third-party money managers.

Jason Fial is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Cetera Advisors LLC and Country Insurance & Financial Services, among other firms. Outside of his advisory role, he owns and oversees operations at Jason Fial Insurance Agency Inc., a property and casualty insurance agency. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform incorporating both affiliated and third-party managers.

Chadi Majed is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JP Morgan Securities LLC for 11 years. In addition to his advisory role, he has been involved in restaurant ownership and operation through Pitadise LLC and KS Pita LLC. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual and institutional clients nationwide, offering a range of portfolio management, financial planning, and retirement services. The firm provides access to both affiliated and third-party managers, with options spanning automated allocations to customized strategies.