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Three Firms Managing More Than $600 Million Join Cetera

Partnership of business concept. Group of businessperson. Customer support. Teamwork.

Cetera Financial Group, one of the nation’s largest networks of independently managed broker-dealers, announced that three teams managing approximately $610 million in assets under administration, as of Jan. 30, 2023, have joined Cetera Advisors via Totus Wealth Management.

Christopher Matheson, president & chief executive officer of The Strategy Partners, Todd Clarke, managing director of Ensign Financial Partners, and Thomas Leggett, chief executive officer of Anchor Financial Group, have joined Totus from OneAmerica Securities.

“Changing firm affiliation is a big decision for any advisor, and we’re honored that Christopher, Todd, and Thomas made the decision to join Totus and Cetera,” said Jim Starnes, president and chief executive officer of Totus. “With Cetera’s high-touch marketing resources and technology, our team serves more clients across a wide geographic footprint. We are excited to work together with these top advisors and their teams in growing their businesses and helping clients achieve their goals.”

Christopher Matheson leads The Strategy Partners and joins Totus with $221 million in assets under administration through Cetera Advisors LLC, as of Jan. 30, 2023. Matheson offers full-service financial planning, insurance expertise and business planning services. His distinct macroeconomic process helps clients understand financial concepts and dynamics, empowering them to build a personalized road map that balances growth potential with risk management.

Todd Clarke leads Ensign Financial Partners, a family office style firm that manages approximately $218 million in assets under administration through Cetera Advisors LLC, as of Jan. 30, 2023. Clarke’s experience includes financial, tax, legal and insurance planning. Clarke is the founder of the “Giving Can Be Fun” foundation, which helps educate clients on the possibilities of charitable giving.

Thomas Leggett is chief executive officer of Anchor Financial Group and has $171 million in assets under administration through Cetera Advisors LLC, as of Jan. 30, 2023, and more than 12 years of experience as a financial advisor. His experience spans across portfolio management for individuals and businesses, wide-ranging financial planning services and pension consulting services.

Since its affiliation with Cetera Advisors LLC in May 2021, the company reports that Totus has consistently grown its assets and advisors. In September 2022, Burrows Capital Advisors, a $3 billion assets under administration team led by industry veteran Don Burrows, joined Totus from Hilltop.

Cetera Financial Group serves more than 8,000 independent financial professionals and their teams, including tax professionals, banks and credit unions in providing financial planning and wealth management services. Cetera oversees approximately $322 billion in assets under administration and $115 billion in assets under management, as of Dec. 31, 2022.

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