Cetera Financial Group

Having spent 13 years affiliated with Cetera earlier in his career, John Sloop knew what a hands-on partner looked like – and it's the reason he came back.

We're proud to welcome financial advisors John Sloop, CFP® and John Black, III, ChFC®, AIF®, along with their Palmetto Investment Consultants team, to Cetera's Summit Financial Networks community. Based in Rock Hill, South Carolina, the team oversees approximately $305 million in AUA (as of April 27, 2026) and joins us from LPL.

Sloop said the move felt less like a first step and more like coming home, drawn by Summit's advocate-driven, smaller-group feel, where feedback reaches the people who can actually act on it.

Read more here: https://bit.ly/4dzOiYt

Clients deserve more than investment advice alone, they need personalized guidance backed by advanced planning capabilities and a collaborative team of professionals.

That's exactly what led Christopher Roehrkasse, Investment Advisor Representative, to make the move to Cetera and Wilde Wealth Management Group. As his practice began to grow, he found himself at a crossroads. It became clear that in order to continue delivering the level of service his clients deserved, he needed partners who could evolve alongside his vision, and he found just that.

Wilde Wealth Management Group shares his commitment to integrity, putting clients first, and building lifelong relationships. Cetera brings the technology and resources for enhanced planning, all while keeping the personalized experience his clients have always known. For Christopher, this gives him the freedom to focus on what matters most: the people he serves.

Please join us in welcoming Christopher and read more here: https://bit.ly/4iFUUIq

Jennifer Hanau leads Cetera's RIA & Branches Channel, built to give advisors the flexibility to evolve their businesses without ever having to leave Cetera.

Through the three Communities under Jen's leadership, Cetera Investors, RIA Network, and Cetera Planning Partners, advisors have access to a continuum of solutions designed to support independence, growth, succession, and business transformation. It's a structure built around choice, allowing advisors to evolve as their needs change while remaining part of the Cetera family.

For Jen, leadership comes down to a simple standard: do what you say you're going to do. It's this focus on accountability and follow-through that shapes how her team supports financial professionals and helps them navigate every stage of their journey.

Stay tuned as we spotlight the leaders and unique strengths of each of these Communities in the weeks ahead.

Welcome to Cetera, Centric Advisors! Led by co-founders Zac Majors, CEO, CFP®, RICP®, CLU®, CLF®, and Oscar R. Mondragon, CFP®, the Cypress, Texas-based team has spent a decade building a firm rooted in relationships, personalized strategies and client-first values. Zac and Oscar say they have always believed in reaching their full potential and found in Cetera a partner that listens first and builds support around that.

As the firm marks its 10th anniversary, Zac and Oscar are looking outside their own four walls for the next stage of growth, drawn to Cetera's full-service resources, open-architecture platform and support built to help firms grow without losing their identity.

Michael Fonville, CFP®, has spent nearly a decade in financial services building a practice defined by trust – and by being, in his words, a "wealth management problem solver" for his clients.

Based in Newport Beach, California, Michael takes pride in building meaningful relationships and educating clients so they feel secure in their strategies, no matter what the market brings.

Partnering with Cetera and Tax & Financial Group gives him a comprehensive offering built for the coordination that successful wealth management requires.

Payout and transition assistance are the easiest things to compare when evaluating a broker-dealer move – and the least predictive of whether it's the right fit.

Check out the replay of our recent webinar with Financial Planning, where Tony Kelly and Chris Sorsoleil explore the evaluation framework that matters more:

- Why advisors consider a change
- Common transition friction points
- What a supported transition should include
- Key questions to ask before moving

Watch the full replay to see how the right partner supports client communication, continuity, and growth after the move: https://cetera.com/fact-vs-friction-webinar

For Lux Wealth Advisors President and Financial Advisor David Wald, branding isn’t an afterthought – it’s foundational to how he runs his business. With GrowthLine as a partner, that commitment to consistency became a catalyst for growth.

Working closely with David and his team, GrowthLine helped create a cohesive brand experience across every touchpoint, then amplified that presence to reach more clients and prospects. The result: measurable growth in assets, website engagement, and community visibility.

Five years into GrowthLine, that’s still the mission: helping great advisors grow with confidence, backed by a brand that works as hard as they do.