Cetera has announced its 2020 retirement plan advisory council. The council’s mission is to provide Cetera and its management with observations, suggestions, and guidance regarding the best-possible tools, resources, and education available in the retirement plan marketplace with the goal of delivering clients a best-in-class experience. Congratulations to:
Chairperson: Kaci Skidgel
Vice Chairperson: Andy Bush
Vice Chairperson Emeritus: John DeSalva
Members at Large: Mike Callahan, Craig Ciarlelli, Scott Donnellan, Jen San Fillippo, Melissa Machlitt, Richard Moore, Jean Karlo Rocafort, and Scott Tomei
Kaci Skidgel, Council Chairperson and President of Summit Financial Group Inc. said, “As financial professionals, we frequently observe that retirement vehicles like a company’s 401(k) are the catalyst to investing and a path to smart savings. Our council is passionate about building relationships, providing experienced and thoughtful guidance to help expand the retirement plan business within our profession and for business owners, their employees and more working americans nationwide.”
Each council representative has demonstrated leadership and passion for advancing the retirement plan business. Council members must apply and are selected annually by fellow colleagues based on tenure and experience in the retirement plan space. All members have agreed to attend regular meetings and a three-year term. Members of Cetera’s Retirement Plan Solutions team will be available at each council meeting to establish, review and update new and pending initiatives brought forth.
About Cetera Financial Group®
Cetera Financial Group (Cetera) is a leading financial advice firm. It empowers the delivery of an Advice-Centric Experience® to individuals, families and businesses across the country through independent financial advisors as well as trusted tax professionals and banks and credit unions. It’s headquartered at 200 N. Pacific Coast Highway, Suite 1200 El Segundo, CA 90245-5670.
Comprehensive services include: wealth management solutions, retirement plan solutions, advisory services, practice management support, innovative technology, marketing guidance, regulatory support, and market research.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA / SIPC.
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