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 with Cetera, holding a Series 65 credential and four years of industry experience. Her career includes roles at Securian Financial Services, Shoemaker, Korhorn Financial Group, and Socha Financial Group. She is based in South Bend, Indiana. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to various program platforms through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Margaret Taylor is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and two years of industry experience. She has worked at Cetera and Cetera Wealth Services since 2025, with prior roles at several firms including Trips Platform, Inc. and Pangea USA, LLC. Taylor volunteers as a member of the investment committee at Beacon Health Systems, overseeing operating funds and foundation assets. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse investment program options, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Matthew Urbanski is a financial advisor at Cetera with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Minnesota Life Insurance Company, Securian Financial Services, Shoemaker Financial, and Preusski, LLC. Outside of his advisory work, Urbanski serves on religious organization committees in South Bend, Indiana. Cetera Investment Advisers LLC operates as an SEC-registered multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial consulting services with over $256 billion in assets under management and more than 10,000 advisors nationwide.

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.