About Cetera (team version)

Our Relationship with Cetera

As an independent firm, we have the freedom to put you at the center of every strategy and decision. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us supporting our business. Here’s who they are—and why this relationship benefits you.

About Cetera

I’m proud to be affiliated with Cetera Financial Group (Cetera), a premier national wealth hub that supports financial professionals across the country. Cetera provides the scale, stability, and innovative platforms that help independent firms like mine operate efficiently and stay ahead of a constantly evolving financial landscape.

They deliver the technology, operations, and infrastructure that power my practice, allowing me to maintain a high standard of service for every client I serve.

What This Partnership Means for You

Cetera works behind the scenes so we can stay focused on you. Through our partnership, we have access to:

Independent research and planning resources
Innovative technology that enhances your experience
Rigorous product due diligence
Compliance oversight and regulatory expertise
Specialists and support teams for complex needs

Even with this support, we retain full independence—we are not beholden to sales quotas or proprietary products. Every recommendation we make is solely based on what aligns with your goals, backed by a network designed to strengthen your financial experience.

Putting You First, Always

While Cetera plays an important supporting role, our relationship with you is the heart of our practice. We partner with Cetera because it helps us dedicate more time, insight, and care to guiding your financial future.
If you ever want more information about who Cetera is or how our affiliation works, we’re always happy to share. Your confidence in our team—and the support behind us—is essential to the trust we build together.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC.

Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera-named entities and entities under common ownership are not affiliated with any other named entity unless otherwise disclosed.