Cetera Financial Group, the independent broker/dealer network with more than $475 billion in assets under administration, has added four new executives to its advisory solutions team, part of the firm’s effort to build out services for independent registered investment advisors.
Brian Lampron, former vice president of RIA Services at Commonwealth Financial Network, has joined as managing director of RIA Solutions. He was at Commonwealth for 18 years, most recent leading the team that launched and developed the firm’s RIA Services unit.
Cetera also added Jon Myczka, a former senior director of digital product at Ally Financial, as managing director of RIA and advisory digital experiences. At Ally, he led the team managing self-directed trading, robo portfolios and wealth management digital solutions. Prior to that, he was a senior product manager of digital platforms at TD Ameritrade.
Late last year, Logan Galli joined Cetera as head of advisory business consulting. In that role, he leads the sales organization, as well as advanced planning and financial planning support. He came on from LPL Financial, where he was senior vice president and head of distribution.
Amy Rehn, former senior vice president of the RIA custody platform at Osaic, has been appointed managing director of investment solutions at Cetera. She was previously the COO and CMO of Triad Advisors until that firm was acquired by Osaic in 2020. In her most recent role at Osaic, she was developing the advisory platforms used by two of the firm’s multi-custody corporate RIAs.
"These hires round out an already formidable team that is poised to continue to lead Cetera as a destination of choice for independent advisors,” said Kerry Pierce, senior managing director and head of investment advisory solutions at Cetera.
The firm currently has four affiliation models under its RIA services. An advisor can join under a corporate RIA as a hybrid, a corporate RIA as an IAR-only, an advisor-owned hybrid RIA or an advisor-owned RIA that’s IAR-only.
The firm recently terminated the registration for Cetera Advisors, one of its RIAs, and merged it into Cetera Investment Advisers. Cetera Investment Advisers will become the primary RIA for “legacy Cetera communities.”
Last May, Cetera hired Mike Durbin, a former Fidelity Institutional executive, to build out an RIA acquisition channel.