Seasoned financial advisor Waheed Siddiqui moves from Citigroup Global Markets Inc., seeking the independence and resources to enhance the client experience and offer tax-intelligent advice
DALLAS – Dec. 9, 2025 – Cetera welcomes financial advisor Waheed Siddiqui and his firm, Prestige Global Private Wealth, to Avantax, a community of tax-focused financial professionals within Cetera. Driven by a desire to embrace his entrepreneurial spirit, expand his firm, and serve clients more holistically, Siddiqui found the ideal partner in Avantax.
Seeking community and personalized growth support, Bashaw joins Cetera Wealth Partners community within Cetera’s Advisor Channel. Veteran financial advisor overseeing approximately $115 million for clients leaves Commonwealth after nearly 40 years.
SAN DIEGO – December 3, 2025 – Cetera welcomes financial advisor David Bashaw, who joins after a nearly 40-year affiliation with Commonwealth Financial Network. Bashaw oversees approximately $115 million in assets* for clients from offices in New England and Florida. He joins Cetera Wealth Partners, a unique community within the Advisor Channel at Cetera, after interviewing nearly a dozen firms. Bashaw brings a wealth of expertise and a strong commitment to client success.
Longtime LPL advisors in search of superior service and technology cite team onboarding experience and personalized growth support as key highlights in joining Cetera
SAN DIEGO – November 24, 2025 – Cetera welcomes veteran financial advisors Scott Thaxton, JD, CRPC®, and Greg Pennini, CFS® after a longtime affiliation with LPL. The established ensemble practice does business as CarrThaxton Financial Group, serving more than 1,200 client accounts and $350 million in assets*. The move reflects the team’s commitment to delivering high-touch advisory services with enhanced platform capabilities and operational support.
Oregon-based Pinnacle Tax & Financial Services chooses Avantax for its tax expertise and growth resources
DALLAS – Nov. 17, 2025 – Cetera welcomes longtime Commonwealth financial advisor Shawna Vanaken, CFP®, CPA, EA, who has joined Cetera’s community of tax-focused financial professionals – Avantax. Vanaken and her team at Pinnacle Tax & Financial Services, LLC, in Beaverton, Oregon, oversee approximately $49 million in assets under administration*.
Cetera Statement on Social Media Video
We are aware of the video involving an individual identified as a Cetera employee. The conduct displayed was inconsistent with our standards. The individual is no longer an employee of Cetera. These comments do not reflect the views of the firm.
We’re pleased to share the latest edition of Cetera Sector Insights — our monthly report offering timely, actionable insights into what’s driving equity performance across the S&P 500 sectors. By combining macro trends, fundamentals, valuations, and technicals, this new piece helps you stay ahead—whether you're managing portfolios or tracking market leadership.
