The Advice-Centric Experience

Now it’s easier to demonstrate all the ways your advice adds value to your clients’ lives.

Advancing What's Next

Cetera Financial Group is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

To learn about the business solutions below, please contact one of our broker-dealers.

Connect2Clients®

Personalize marketing communications seamlessly across all available digital channels.

Pentameter®

Grow your practice by focusing on the five measures of business success.

Wealth Management University

Position yourself as a wealth expert and increase your professional certifications.

Retirement Solutions

Access the tools needed to optimize and grow your retirement plan business.

AS INDIVIDUAL AS OUR ADVISORS

No single firm can be everything to all advisors. That’s why we offer a network of independently managed firms. You benefit from the strength of their collective size—without compromising the freedom of individual choice.

Meet our management team

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Robert Moore
Chief Executive Officer
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Adam Antoniades
President
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David Ballard
Executive Vice President, Chief Operating Officer
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Catherine M. Bonneau
Chief Executive Officer, Cetera Financial Institutions
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Jeffrey Buchheister
Chief Financial Officer
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Brett Harrison
Executive Vice President, Cetera Financial Group; Chief Executive Officer, Cetera Advisors
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Jason Mullens
Chief Human Resources Officer
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Joseph Neary
Chief Risk Officer
Brian Stern, General Counsel
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Brian Stern
General Counsel
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​Thomas Taylor
President, Cetera Advisor Networks
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Sheila Woelfel
Senior Vice President, Strategic Relationships

Meet our Presidents

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Catherine Bonneau
Chief Executive Officer, Cetera Financial Institutions
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Erinn Ford
President, Cetera Advisors
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Kevin Keefe
President and Chief Executive Officer, First Allied Securities
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Thomas Taylor
President, Cetera Advisor Networks
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Marshall Leeds
President and Chief Executive Officer, Summit Brokerage Services
Leann Rummel
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Leann Rummel
President, Cetera Financial Institutions
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Gregg Ruvoli
President & Chief Executive Officer, Cetera Financial Specialists
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Susan Woltman Tietjen
Chief Executive Officer, Girard Securities

Meet Our Board of Directors

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Bob Dineen
Board Chairman
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Maliz Beams
Board Member
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Mary Cranston
Board Member
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Michael Kaufman
Board Member
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David King
Board Member
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Robert Moore
Board Member
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Edmond Walters
Board Member