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.
Seeking growth and the benefits of a larger team environment, Schneppat aligns with Ironwood Family Wealth Advisors, part of the Cetera Investors Community
SAN DIEGO – Oct. 15, 2025 – Cetera welcomes financial advisor Gigi Schneppat, who joins after 15 years with Commonwealth Financial Network (Commonwealth). Overseeing approximately $60 million in assets under administration*, Schneppat has aligned her practice with Ironwood Family Wealth Advisors (Ironwood), a well-established Cetera firm; both firms are based in Arizona. Schneppat and Ironwood are part of Cetera Investors** – a unique community within the Cetera RIA and Branches channel.
Multigenerational advisory firm with offices in Washington, Idaho, and Illinois joins Cetera for its technology, personalized service, and commitment to supporting independent financial advisors
SAN DIEGO – Oct. 13, 2025 – Cetera today announced the addition of Pillar Financial Group, led by seven partners including CEO Luke Madsen, CFP®, CLU®, and a 34-member advisory team. The Seattle-based firm brings approximately $1.8 billion in assets under administration including over $500 million in retirement plan assets* and has joined the Cetera Advisors community. The firm moved to Cetera from Northwestern Mutual Investment Services, LLC.
Jim King: “We’re proud of our client relationships and feel Cetera is the best fit moving forward.”
SAN DIEGO – Oct. 7, 2025 – Cetera welcomes King Financial Network (KFN) led by its founder, industry veteran financial advisor Jim King Jr., and partners Tony Kelly and A.J. Vignola, who oversee more than $1.1 billion in assets under administration*. The 14-person, Manalapan, New Jersey-based multifamily office moves from Commonwealth Financial Network (Commonwealth) to Summit Financial Networks**, one of Cetera’s unique communities within the Cetera Advisor channel.
RIA veteran to lead platform sales and relationship management while driving growth with independent RIA advisors and hybrid advisors
SAN DIEGO – October 2, 2025 – Cetera has named RIA industry veteran Paul Polese as the new Community Leader of RIA Blueprint. In this role, Polese will lead a comprehensive growth strategy for RIA Blueprint, a core component of Cetera’s multi-affiliation model and dedicated community within Cetera’s RIA & Branches Channel.