Worcester, MA 324 Grove Street Office

Michael Lafata is a financial professional with six years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Archstone Financial Partners, where he is also an owner. His background includes roles outside finance in the restaurant industry and limited academic positions. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management and retirement services, supporting over 10,000 advisors and managing assets totaling more than $256 billion.

Nicholas Leone is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Archstone Financial, The Annex Club, and entrepreneurial ventures such as Pizza Wave and The Landing Cafe. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting a variety of program structures and custodial relationships.

Aaron Kohl is a financial advisor with Cetera, holding CFP® and Series 66 designations and bringing 11 years of industry experience. He has previously worked at Voya Financial Advisors and currently serves as an adjunct professor at Worcester State University. Kohl is also the treasurer and director of a nonprofit organization, Emmaus City Church. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Karen Norrman is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. Her prior roles include positions at Voya Financial Advisors, Citizens Securities, and Cambridge Investment Research. She is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes 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 investment managers.

Julie Sullivan is a financial advisor with Cetera and holds a Series 66 designation. She has two years of industry experience and is based in Worcester, MA. Prior to her current role, she has been involved with Archstone Financial since 2021, where she serves as Client Services Manager. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse investment management options through a multi-manager platform that includes affiliated and third-party model portfolios, discretionary and non-discretionary authorities, and various program structures.

Mark Mccormack is a CFP® with 24 years of industry experience, currently affiliated with Cetera. He has previously worked at Voya Financial Advisors and holds an ownership position at Archstone Financial Partners, LLC. 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 variety of portfolio management and financial planning services utilizing multiple program structures and third-party managers, managing over $256 billion in assets.

Gary Holland is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Cetera and has previously worked at Voya Financial Advisors. Outside of his advisory role, he serves as a trustee for a condominium association in Boston. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a wide range of portfolio management and financial planning services. The firm operates a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

John Brophy is a Series 66-licensed financial advisor with Cetera in Worcester, MA. He has been with Cetera and its affiliated entities since 2025 and has experience working at Archstone Financial and in education, including roles at Randolph Public Schools and the Xfinity Center. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 that includes affiliated and third-party model portfolios and various program structures.

Charles Riggin is a financial advisor with Cetera, holding a Series 63 designation and 27 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cetera and its affiliated entities. Outside of his advisory role, he is a partner at Archstone Financial and involved with Gatehouse Financial, providing consulting and financial services. Cetera Investment Advisers LLC operates as an SEC-registered firm serving both individual 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 multiple program platforms and investment strategies.

Christopher Campbell is a financial advisor at Cetera with 22 years of industry experience and holds a Series 66 designation. His prior work includes roles at Voya Financial Advisors and Mariner. Outside his advisory work, he serves as treasurer for the F Factor Golf League, a nonprofit organization. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with discretionary and non-discretionary options.