Stoneham, MA Montvale Ave Office

Joseph Vita is a financial advisor with Cetera, holding Series 66 and Series 63 licenses and over 55 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, Trilogy Capital, and National Planning Corporation. He is also involved with Winchester Financial Group, where he serves as an investment advisor representative focusing on investments, financial planning, and insurance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors, utilizing a multi-manager platform with discretionary and non-discretionary account options.

Steven Finocchiaro is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked with Cetera Wealth Services, LLC since 2013 and Winchester Financial since 2007. In addition to advisory services, he is involved as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Cetera is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Tara Vary is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including National Planning Corporation and LPL Financial. She also serves as a sales assistant at Winchester Financial Group. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Paul Petrie is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Cetera and its related entities since 2013. Petrie is also a board member of the Woburn Lions Club and serves on the advisory council of the nonprofit Supportive Living Inc. Cetera Investment Advisers LLC 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 large network of independent advisors and employs a multi-manager platform featuring both affiliated and third-party investment strategies.

Mark Feigenbaum is a CFP® with 28 years of industry experience, currently serving as an investment advisor representative at Cetera. He has been with Cetera Wealth Services, LLC since 2013 and holds a Series 66 license. Outside of his advisory role, he works as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporations, charities, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with diverse investment program options.

Megan Bach is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been associated with Cetera and its affiliates since 2013 and also serves as vice president of finance for the Hickory Hill Swim & Tennis Club. Additionally, she acts as a co-troop leader for a Girl Scouts USA troop. Cetera Investment Advisers LLC is a multi-manager platform serving individual and institutional clients with portfolio management, financial planning, and retirement services. The firm supports a range of investment strategies, including automated allocations, third-party managers, and bespoke portfolios, managing over $256 billion in assets.

Barry Debany is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 34 years of industry experience. He has worked with Cetera and its affiliated entities since 2013 and owns Debany Financial Group, LLC, which provides financial services. Outside of finance, he is the executive producer of a musical performance scheduled for Carnegie Hall in 2027. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of investment advisory services through a multi-manager platform, including discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.