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Cetera Financial Group

Cetera Welcomes Advisor Douglas Morey and His MTI Financial Advisors Team Overseeing Approximately $350 Million in AUA

Cetera Welcomes Advisor Douglas Morey and His MTI Financial Advisors Team Overseeing Approximately $350 Million in AUA

Minnesota-based firm joins Cetera from Osaic, seeking greater support for its personalized approach to relationship-driven wealth management SAN DIEGO, June 16, 2026 /PRNewswire/ -- Cetera welcomes financial advisor Douglas Morey, founder and President of MTI Financial Advisors, and his team including advisors Christopher Bayliss and Thomas Scheck who join
Cetera Financial Group
Cetera Welcomes Former Commonwealth Advisors David Cushard, Wesley Mullins, and Their Team, with Approximately $190 Million in AUA

Cetera Welcomes Former Commonwealth Advisors David Cushard, Wesley Mullins, and Their Team, with Approximately $190 Million in AUA

After a deliberate search for the Commonwealth experience, experienced advisors find their answer in Cetera's unique Summit community SAN DIEGO, June 9, 2026 /PRNewswire/ -- Cetera welcomes financial advisors David Cushard, ChFC®, CMFC™, and Wesley E. Mullins, ChFC®, CLU®, and their practice, Honeycomb Wealth Advisors, overseeing approximately $190 million
Cetera Financial Group
Cetera Welcomes Former Commonwealth Advisors Les Benzak, John Gallagher and Lynn Craig of Tupelo Wealth Partners with Approximately $490 Million in AUA

Cetera Welcomes Former Commonwealth Advisors Les Benzak, John Gallagher and Lynn Craig of Tupelo Wealth Partners with Approximately $490 Million in AUA

After expecting to spend their entire careers at Commonwealth, the experienced advisors searched for Commonwealth's equal, and found it in Cetera's unique Summit Financial Networks community SAN DIEGO, June 4, 2026 /PRNewswire/ -- Cetera welcomes financial advisors Les Benzak, CFP®, John Gallagher, CFP®, Lynn Craig, CFP® and
Cetera Financial Group
Cetera Welcomes Former Commonwealth Advisor Rick Bergstrom and His 7G Wealth Management Team with Approximately $240 Million in AUA

Cetera Welcomes Former Commonwealth Advisor Rick Bergstrom and His 7G Wealth Management Team with Approximately $240 Million in AUA

Advisor specializing in serving police officers and other municipal workers joins Cetera's Summit community from Commonwealth, citing Summit's culture of personal service and leadership access SAN DIEGO, May 27, 2026 /PRNewswire/ -- Cetera welcomes Rick Bergstrom, a former Commonwealth Financial Network advisor, and his Tallahassee, Florida-based
Cetera Financial Group