Cetera Financial Group

Life doesn’t always follow your timeline, and without a continuity plan, your clients, staff, and family could be left in limbo. In episode 3 of Cetera’s new podcast, Inflection Point, Kevin Conard, CRPC® and Tom Sboto are joined by Dan Mayes, CWS®, Director of Corporate Development at Cetera, to explore practical steps for preparing your business for the unexpected. Listen to “Unplanned Exits Happen”: https://bit.ly/47Qjgcq

Cetera's San Diego office recently rallied together for a clothing drive benefiting One Safe Place, a nonprofit that provides essential clothing and accessories to individuals rebuilding their lives after surviving domestic violence. Thanks to the leadership of Kristina Aubin and Alicia Kahler (pictured), the team collected 30 large bags filled with clothing, shoes, and accessories - each donation a step toward dignity and a fresh start for someone in need. #ThisisCetera

Gratitude runs deep at Cetera. To our financial professionals, institutions, and team members: Thank you for your dedication and impact. Wishing you a season of reflection and celebration with those who matter most.

Join us in welcoming cousins Matthew Callero and Christopher Callero to Cetera! Based in the northwest suburbs of Chicago, they made the move from Osaic to Cetera Financial Specialists within Cetera’s Tax & Accounting Channel to access expanded growth resources and support their expansion plans. Learn more about Callero Capital - Wealth Management's emphasis on delivering a consistent client experience “to and through retirement" and why they chose Cetera for their next chapter (link in comments).

Join us in warmly welcoming Scott Thaxton, JD, CRPC®, and Greg Pennini, CFS® of CarrThaxton Financial Group to Cetera! According to Scott and Greg, three aspects of Cetera solidified their choice: "After nearly three decades with LPL, we wanted a partner that could deliver advanced technology, personalized support, and a clear path for scaling our advisory business. Cetera delivered on all fronts.” We're thrilled yet another outstanding team has chosen Cetera for growth and innovation!

Selling your practice doesn’t always mean sailing straight into retirement. In Episode 2 of Cetera's new podcast, Inflection Point, Kevin Conard, CRPC® and Tom Sboto explore the pros and cons of merging practices — and how selling to another firm can delay your goals if you’re not prepared. Listen to “Merger or Anchor” now: https://bit.ly/4hG1JqK

You're looking at the future of wealth management! Cetera recently welcomed 40 early-career advisors to St. Paul for Cetera Foundations, a three-day immersive experience designed to help the next generation of advisors grow and succeed. These advisors from across Cetera's Wealth Hub came ready to learn and left with clear strategies to accelerate their growth. Throughout the event, they engaged in sessions focused on planning, accountability, and practical skills to position themselves as trusted professionals for their clients.

In case you missed it: In a recent Barron's interview, Todd Mackay, President of Cetera Wealth Management, shares how Cetera's personalized, community-centric approach helps advisors navigate change and seize opportunities - and why that's especially resonating with Commonwealth advisors. Check out the full article at the link in comments.

Bruce Glenn, Kristina Strickland CPFA ®️, and the Rally Wealth and Benefits team are building more than a business – they’re building a legacy of “generations serving generations.” With Cetera at their side, they’re empowered by personalized support, peer collaboration, and tools that fuel growth. It’s how we make the big feel small – and success feel personal.

When you've spent 34 years building a diverse practice with personalized service, you need a platform with sophisticated technology to match your commitment to clients. James Kerr, CLU®, ChFC® recently joined Cetera from Equity Services, bringing over three decades of experience in retirement, insurance, estate planning, and investment services. With $40 million in assets under advisement as of May 2025, James and his colleagues at Corporate Plans Retirement Strategies were seeking more advanced resources and technology to better support their diverse clientele. At Cetera, they found the sophisticated operations needed to deliver the high level of personalized service their clients deserve. Welcome to the Cetera community, James!