Tuczon, AZ Office

Lyle Deo is a financial advisor with Cetera and holds the ChFC® designation and Series 63 license. He has 48 years of industry experience and has worked with Cetera since 2022, also serving as managing partner at DKGB Financial since 2016. Outside of advising, he is involved in selling fixed insurance and life settlements. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various discretionary and non-discretionary portfolio management options and access to third-party money managers.

David Keefe is a financial advisor at Cetera with 25 years of industry experience. He holds Series 65 and Series 66 licenses and has held roles at several firms including FFEC Wealth Partners and First Financial Equity Corporation. Outside of his advisory work, Keefe manages group health insurance contracts through his own business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing over $256 billion in assets.

Laurence Goldstein is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Cetera and its affiliates since 2022 and previously spent six years at First Financial Equity Corporation. Outside of his advisory roles, he owns Constellation College Planning, a business that assists families with navigating the college process, and serves as a minister performing marriage ceremonies. Cetera Investment Advisers LLC is a large 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 with access to affiliated and third-party managers.

John Simonson is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been associated with Cetera and its affiliated entities since 2022, alongside managing his own practices including Simonson Wealth Management since 2016. Outside of his advisory roles, he serves as a trustee and general partner in several partnerships unrelated to investments, including estate planning and family limited partnerships. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a broad range of portfolio management options, including model portfolios, third-party managers, and bespoke strategies, overseeing over $256 billion in assets and more than 10,000 advisors.

Theodore Simonson is a financial advisor with Cetera, holding a Series 66 credential and 10 years of industry experience. He has worked with multiple firms, including First Financial Equity Corporation and his own Simonson Wealth Management, where he is a partner. Simonson is also a limited partner in a family limited partnership used for estate planning purposes. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

La Shaun Shelby is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. She has worked with multiple Cetera entities since 2020 and is involved in divorce financial planning through Divorce Financial Consultants, LLC. Shelby also serves as a youth director at Rising Star Missionary Baptist Church in Tucson, AZ. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of over 10,000 advisors.

Parker Glasser is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has held roles at various Cetera affiliates since 2023 and is also involved in other activities including working as a shift lead at Galaxy Theatres and providing notary services. Additionally, he holds a position as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and custodial relationships, supported by a platform that includes both affiliated and third-party investment managers.

John Simonson is a financial advisor with Cetera, holding a Series 66 credential and one year of industry experience. He has worked at several firms, including Altium, Matthews Real Estate Investment Services, and Pacifica Real Estate Services, and currently is involved with FFEC Wealth Partners and Simonson Wealth Management in marketing and business development. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers through a multi-manager platform and various program structures.