Wayne, PA E Swedesford Road Office

Lisa Karlin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Cetera and its related entities since 2013 and also serves as an insurance agent selling life, health, disability, annuities, and long-term care insurance. Outside of her advisory role, Karlin is active in her community as committee chair for the social action committee at Congregation Ohev Shalom, where she oversees scholarships, donations, and educational programs. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, planning, and consulting services through a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management across more than 10,000 advisors.

Sean Ryan is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Magis Financial Partners and Vf Associates, Inc. He is also involved as a vice president and financial consultant in a DBA under Magis Financial Partners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform providing discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Steven Zimmerman is a CFP® and ChFC® with 27 years of industry experience. He is currently with Cetera, having been affiliated with the firm and its predecessors since 2016. In addition to his advisory work, he serves as an insurance agent selling life, health, disability, annuities, and long-term care products, and is involved in a life settlement business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to third-party managers and customized strategies.