Cetera

Richard Martin is a financial advisor with Cetera who holds a Series 63 designation and has 28 years of industry experience. Prior to joining Cetera in 2025, he spent over two decades with Avantax Advisory Services and related entities. Outside of his advisory role, Martin is the owner and sole proprietor of Martin & Pellegrin, CPAs, where he provides tax preparation and accounting services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Dustin Woodham is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. He has been with Cetera Investment Advisors LLC, Cetera Investment Services LLC, and Regions Bank since 2014. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Jennifer Cabo is a financial advisor at Cetera with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Bankoh Investment Services, Inc. since 2013. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions with specialized retirement and fiduciary capabilities.

Elroy Goodyear is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Cetera. His prior experience includes roles at Saxony Securities, Inc. and ownership of Goodyear Financial Services, Inc., a business focused on expense management. He also owns LMG Rental Properties, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Michael Kobs is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes long-term roles with Avantax Investment Services and Offerman & Company, among others. Outside of his advisory work, he is involved in business consulting and serves as president of MRK Financial Solutions, an independent insurance agency. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, combining discretionary and non-discretionary strategies with access to third-party managers and specialized trust services.

Annette Printers is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Summit Financial Group and Hawaii Financial Advisors, where she remains active. Outside of her advisory role, Printers serves as President of the BNI Hawaii Kao Chapter and is a board member at the Kalihi YMCA, participating in community outreach and youth development programs. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a range of advisor-managed accounts, model portfolios, and third-party managed solutions.

Andrew Brand is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. Prior to joining Cetera in 2023, he worked at Financial Advantage and Minnesota Life, where he spent a decade. Outside of his advisory role, he is the owner of a real estate rental business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Michael Mahalich is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has worked at firms including Cantor Fitzgerald & Co and Jackson National Life Insurance. Mahalich is a co-owner of Swan Wealth Management and a co-owner of MM-AS, LLC, a real estate business. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, model portfolios, and third-party solutions.

Nicholas La Torre is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he was a full-time student and served on the Roselle Park Board of Education. Outside of advising, he worked as a data operations specialist focusing on data and financial research. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Kyle Ver Woert is a financial professional with nine years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at firms including Equitable Advisors and Axa Advisors. He is also involved with Haga Kommer, a financial services business. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party managers, combining retirement and fiduciary capabilities with a broad institutional platform.

Gerald Buhr is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Cetera since 2014 and has worked with Cetera Investment Services LLC since 2002. Outside of his advisory role, he serves as a board member of the Mercy Hospital Foundation, where he reviews finances and acts on small budget requests. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with specialized retirement and trust capabilities.

David Morley is a financial advisor with Cetera, holding a Series 66 designation and 25 years of industry experience. He has worked at Cetera since 2021 and also serves as president of Select Wealth Management, PC, a firm providing tax preparation and consulting services. Outside of his advisory work, Morley is the treasurer of First Baptist Church in Enid, Oklahoma, and serves as chief financial officer for Champlin Exploration, Inc., an oil and gas production company. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Bryan Nieman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 14 years of industry experience. His work history includes roles at Cetera Advisors LLC, First Allied Advisory Services, Crosslink Insurance Group, and Horace Mann. He is also licensed as an insurance agent, providing fixed, life, health, and property & casualty insurance. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions, supported by fiduciary and retirement capabilities within a broad institutional framework.

Verna Conway is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She has worked at several firms including U.S. Bancorp Investments and Jennings & Associates Financial Advisors. Outside of her advisory role, she serves as the chairperson of the board for McKendree UMC and also provides notary services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions.

Brian Newton is a financial advisor with Cetera, holding a Series 66 credential and 12 years of industry experience. He has worked at Avantax Investment Services and 1st Global Advisors prior to joining Cetera. Newton is also a partner at Jones & Roth, PC, a certified public accounting firm, and serves as an advisory board member for Junior Achievement of Oregon & SW Washington, contributing to financial and business education programs for students. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary solutions with retirement and fiduciary capabilities integrated within its broader institutional platform.