Cetera Congratulates FSI’s 2020 Advocacy Circle of Excellence Honorees and the Stephen R. Kareta Excellence in Advocacy Award08/20/2020


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FSI recently announced its 2020 Advocacy Circle of Excellence Honorees, and we would like to take a moment to congratulate the Cetera representatives among the elite professionals who are top advocates for the independent financial services industry, demonstrating outstanding commitment to advancing advocacy for our profession. Congratulations to:.

  • Dan Juechter, CEO, President & Founder, Hunter Financial Advisors, Inc. affiliated with First Allied Securities
  • Summer Pretzer, Head of Supervision, Cetera Advisor Networks
  • Mark Quinn, Director of Regulatory Affairs, Cetera Financial Group
  • Brad Greenbaum, OSJ Branch Manager, Cetera Advisor Networks
  • Howard Erman, President & Founder of Erman Retirement Advisory, Cetera Advisor Networks

Additionally, Summer Pretzer was named a 2020 Stephen R. Kareta Excellence in Advocacy Award Winner.

Andy Gill, Chief Strategy and Execution Officer at Cetera said,” Advocating for an environment where financial professionals are able to safely and efficiently deliver sound investment guidance so more Americans can make smart money decisions and accumulate wealth is vital for the families we serve and our economy. We’re honored to have incredible representation with Dan, Summer and Mark and thrilled to continue working with FSI and all honorees to promote a healthier regulatory environment for independent financial services firms and their affiliated financial advisors.”

Honorees are determined based on a robust process at FSI that examines members’ engagement and contributions to its advocacy mission and dedication to the industry.

The Stephen R. Kareta Excellence in Advocacy Award, named after Stephen Kareta, who was a model FSI member and powerful advocate throughout his career, recognizes those in the Advocacy Circle of Excellence who have truly gone above and beyond in the past year. They are visible in their communities and in Washington, D.C., building relationships with their elected officials and working to engage other FSI members. To see the full list of honorees visit the Financial Services Institute website.

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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