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Cetera Adds Four New Pros to Deliver Wealth Management, Advisory Solutions

Cetera Financial Group made several key hires, which they say highlights the company’s commitment to expanded financial advisory solutions.

The four new team members bolster Cetera’s expertise in capitalizing on Cetera’s scaled platform, community support, and business management programs. The team expansion represents the latest milestone in Cetera’s efforts to accelerate the delivery of expanded options to meet the evolving needs of financial professionals across the industry.

“As we evolve our offerings and services for financial professionals, institutions, [registered investment advisers] and their clients, the team is stronger than ever and well-positioned for long-term growth and success,” said Kerry Pierce, CFP, senior managing director, head of investment advisory solutions at Cetera. “These hires round out an already formidable team that is poised to continue to lead Cetera as a destination of choice for independent advisers.”

The increased investment in advisory business staff follows industry recognition of Cetera’s fastest-growing advisory platform, My Advice Architect, and Genstar’s reinvestment in Cetera in December 2023. The latter has enabled the ongoing deployment of capital to support Cetera’s continued expansion through organic growth, mergers and acquisitions, and new markets. In addition, Cetera fortified its commitment to helping its advisers grow organically with the introduction of the Cetera Growth Guarantee in early 2024.

The new additions to the team are:

  • Logan Galli, head of advisory business consulting: Galli joined Cetera at the end of 2023. He leads the sales organization as well as multiple units within Advisory Business Consulting, including external and internal sales, advanced planning, and financial planning support. Previously, Galli served as senior vice president, head of distribution at LPL Financial, where he was responsible for the firm’s customer acquisition and engagement platform, subscription services platform, and revenue and subscriber growth.
  • Amy Rehn, managing director, investment solutions: Rehn brings nearly 25 years of financial services experience, including the past 17 years serving multiple roles within the Osaic network. She joined Triad Advisors in 2007, where she served as chief operating officer and chief marketing officer of the firm’s hybrid solutions model prior to being acquired by Osaic in 2020. Rehn served as senior vice president, RIA custody platform, where she was responsible for the development and ongoing management of the advisory platforms leveraged by two multi-custody corporate RIAs.
  • Brian Lampron, managing director of RIA solutions: Lampron previously spent 18 years at Commonwealth Financial in multiple leadership roles, including vice president of advisory services, where he oversaw the firm’s advisory platforms and third-party asset management programs. In his most recent role as vice president of RIA services, he successfully launched, developed, and led a team for the RIA services business unit.
  • Jon Myczka, managing director of RIA and advisory digital experiences: Myczka brings a broad base of wealth management and digital strategy and execution experience, including roles at Ally Financial and TD Ameritrade. At Ally Financial, he oversaw the group that managed self-directed trading, Robo Portfolios, and Wealth Management digital solutions. At TD Ameritrade, he drove the vision, prioritization, and execution for web and mobile experiences across Robo and Wealth Management products and solutions.

“I am pleased to welcome these talented individuals to Cetera, where they will play key leadership roles in delivering innovative solutions and services that support financial professionals focused on advisory business,” added Pierce.

Cetera Financial Group, which is owned by Cetera Holdings, serves more than 12,000 independent financial professionals and their teams, including tax professionals, banks, and credit unions in providing financial planning and wealth management services. Cetera oversees more than $505 billion in assets under administration and $213 billion in assets under management, as of March 31, 2024.

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