White Plains, NY Westchester Avenue Office

Edward Heller is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Advisory Services and National Tax Service Inc. In addition to his advisory work, he serves as a managing partner at Heller & Filippone LLP, providing accounting and CPA services, and is involved in mortgage consulting and insurance planning through HF Financial Group, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a broad range of portfolio management, financial planning, and retirement services through a multi-manager platform with discretionary and non-discretionary program options.

Carmine Filippone is a financial advisor at Cetera with 20 years of industry experience. He holds a Series 63 designation and previously worked at Avantax Advisory Services and Avantax Insurance Agency for extensive periods. Outside of his advisory role, he is a partner at Heller & Filippone LLP, providing tax preparation and accounting services, and at HF Financial Group, offering mortgage and tax planning. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and $256 billion in assets under management.