South Bend, IN Generations Drive Office

Christin Rose is a CFP®-certified financial advisor with 23 years of industry experience, currently affiliated with Cetera. Her career includes long-term roles at The Healy Group and Securian Financial Services, where she held various positions since 2007. Outside of her advisory work, she volunteers as a trainer and teacher with Junior Achievement and is involved in selling chestnuts from trees she cultivates. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, utilizing multiple program structures and investment strategies.

Nicholas Liskey is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 16 years of industry experience. He is the owner of Healy Financial, a financial services business, and has worked with Shoemaker Financial, focusing on fixed insurance sales. Liskey has been with Cetera and its affiliated entities since 2023. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies with access to affiliated and third-party managers.

Janelle St Clair is a financial advisor at Cetera with four years of industry experience and holds a Series 65 designation. She has worked at several firms including Shoemaker, Securian Financial Services, Korhorn Financial Group, and Socha Financial Group before joining Cetera in 2023. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, supporting multiple program structures and investment strategies through a large network of independent advisors.

Margaret Taylor is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and three years of industry experience. Her work history includes roles at Cetera Wealth Services, Trips Platform, Inc., and several other firms. She volunteers as an investment committee member at Beacon Health Systems, overseeing operating funds and foundation assets. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, and institutional accounts, offering a multi-manager platform with diverse portfolio management and financial planning services.

Matthew Urbanski is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Minnesota Life Insurance Company and Securian Financial Services, and currently operates Shoemaker Financial alongside his role at Cetera. Urbanski is involved in several business ventures, including ownership of a mortgage company and a tax accounting firm, and serves on volunteer boards at St. Joseph Catholic Church in South Bend, IN. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with model portfolios, third-party managers, and bespoke strategies across various program structures and custodians, managing assets totaling more than $256 billion.

Randall Raciti is a financial advisor at Cetera with over 42 years of industry experience. He holds the Chartered Financial Consultant (ChFC®) designation and the Series 63 license. Randall has held various roles at firms including Shoemaker Financial, Securian Financial Services, Inc., and Minnesota Life Insurance Company. Outside of his advisory work, he owns an accounting firm, Healy Tax LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of investment strategies and program options, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Daniel Sexton is a financial advisor at Cetera with Series 66 credentials and two years of industry experience. He has held roles at Cetera Wealth Services, Shoemaker Financial Fixed Insurance, and Healy Financial, with additional experience in academic and public sector positions. Sexton is also involved in insurance sales and back-office financial support through his other business activities. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across multiple program structures.

Fletcher Preuss Jr. is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His prior career includes long tenures at Securian Financial Services and Minnesota Life Insurance Co., and he currently owns several businesses including a nonprofit and an accounting firm. He also serves as an elected board member of Trinity Academy in South Bend, IN. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.