Vienna, VA Gallows Road Office

Carmen Wu is a financial advisor at Cetera with 36 years of industry experience. She has previously worked at Voya Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, she is a past president of the Rotary Club of McLean. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services across various program structures and custodial relationships.

Samantha Millick is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. She has worked at Cetera and affiliated firms since 2023 and previously held roles at The Vanguard Group and Amazon. Millick also serves as a Client Service Associate with Egan, Berger and Weiner LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including both discretionary and non-discretionary services.

Timothy Haynal is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. He has been associated with Cetera and related entities since 2021 and serves as a Client Service Associate at Egan, Berger & Weiner LLC. Prior to his financial services career, he held roles at Christopher Newport University and managed operations at VOH Gym & Pool and Corolla Beach Rentals. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports discretionary and non-discretionary account management.

Mattia Anderson is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. Prior to joining Cetera, Anderson worked at firms including Brighton Jones and The Vanguard Group and holds a client service associate role at Egan, Berger and Weiner, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, combining various program structures and custodial relationships with over $256 billion in assets under management.

Douglas Danosos is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at firms including Voya Financial Advisors and has been associated with Egan, Berger & Weiner, LLC since 2012. Danosos serves as a director of allied professionals for the Financial Planning Association National Capital Area chapter, where he connects with other professional organizations and helps plan co-sponsored events. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, 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 managers, supporting a wide range of account types and investment strategies.

Logan Reed is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2021 and previously at Voya Financial Advisors and Spire Investment Partners. Outside of his advisory role, Reed teaches seminars educating government employees on their employment and retirement benefits and serves as a deacon on the board of Bethlehem Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers across various program structures.

Bryce Nicholson is a financial advisor at Cetera with one year of industry experience and holds a Series 66 designation. He has worked in financial advisory roles at Cetera and Egan, Berger & Weiner, and has experience managing client inquiries and supporting day-to-day operations. Prior to his financial advisory career, Bryce was involved with Virginia Tech and the Commonwealth Swim Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party managers through multiple program structures.

Michael Egan is a CFP® professional with 36 years of experience in financial advising. He is currently with Cetera and has held positions at VOYA Financial Advisors and his own firm, Egan, Berger & Weiner, LLC. Outside of advising, he is an independent insurance agent and a member of Dominion Cruisers of Clifton, a group that manages property for housing classic cars. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform.

Cole Trullender is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He has worked with Cetera and its affiliate Cetera Wealth Services since 2022 and previously supported clients and financial planners as a Client Service Associate at Egan, Berger, & Weiner, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes both affiliated and third-party managers across various program structures.

David Beck is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan, Berger & Weiner, LLC, where he is a partner. Outside of his advisory work, he operates as an independent insurance agent and is involved in a family business focused on flipping houses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with access to affiliated and third-party managers and a range of program structures.

Howard Pressman is a CFP® with 27 years of industry experience, currently affiliated with Cetera. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. He serves as a board member and director of sponsorship for the Financial Planning Association–National Capital Chapter and provides pro-bono financial planning advice to cancer patients through the nonprofit Family Reach. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports advisors with a range of program options and access to third-party money managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Bryan Beatty is a CFP® with 34 years of industry experience, currently advising at Cetera. He has held roles at Cetera Wealth Services, VOYA Financial Advisors, and Egan Berger & Weiner, LLC, where he has also been a part owner since 2004. Outside of his advisory work, he organizes a charity golf tournament benefiting the local Alzheimer's Association and serves as secretary of the Financial Planning Association–National Capital and as a board member of the Institute for Fiduciary Studies. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large network of independent advisors, operating a multi-manager platform with discretionary and non-discretionary authority across diverse program structures.

Matthew Hixon is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2021, with prior experience at Voya Financial Advisors and McAdam Financial Group. In addition to his advisory role, he provides administrative support at Egan, Berger & Weiner, LLC. Cetera Investment Advisers LLC serves a broad client base including individual investors, employer-sponsored 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 both affiliated and third-party managers.

Rebecca Krashin is a CFP®-certified financial advisor with seven years of industry experience. She is currently with Cetera and has held positions at Egan, Berger & Weiner, LLC, and Voya Financial Advisors, Inc. Outside of her advisory work, she serves as an assistant dance coach for a high school varsity dance team and has been a guest instructor at a local performing arts center. Cetera Investment Advisers LLC serves a broad 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, leveraging affiliated and third-party managers across various program structures.