Cetera Diversity in Financial Planning Scholarship

Cetera’s Diversity in Financial Planning Scholarship was created to inspire and help students interested in a financial planning career who are part of traditionally underrepresented communities in the financial profession, including racial minorities, women, and LGBTQ+ individuals.

AP for LIFE Creative Residency

The American Portfolios AP for LIFE Creative Residency, made possible through the American Portfolios Foundation, Inc., aims to further the mission of LIFE Arts, Inc., a non-profit organization designed to help usher in an urban renaissance to the Ferguson, Missouri, community.

Brian Sullivan

Brian Sullivan brings creativity and vision to Commonwealth’s overall brand strategy and the company’s marketing and brand initiatives—including developing innovative marketing platforms, services, and strategies advisors can use to engage with their clients and achieve their business goals.

Michael Zuna

As a member of the executive leadership team, Michael Zuna has transformed marketing into a growth engine for Cetera and its advisor network, overseeing branding, digital, events, communications, demand generation, public relations, advertising and more.

Lisa Turley

Lisa leads the firm’s advisor marketing support for Raymond James’ US divisions and provides agency and martech solutions for RJ Limited—and works with stakeholders to establish the overall marketing strategy and roadmap to ensure an industry-leading offering of advisor marketing solutions.

Digital Partnership Program

Since not all advisors have the knowledge or temperament to deploy social media campaigns, PEAK created its Digital Partnership Program to help deploy and manage Facebook campaigns and provides training so advisors are more knowledgeable, proactive digital marketers going forward.

Integrated Digital Client Connections

Raymond James has enhanced RJ Connect (formerly RJ Social) to expand its existing advisor social media program to empower advisors to efficiently cultivate relationships and build their unique brand story through multi-channel digital marketing content sharing.

Nick Graham

Since joining Cambridge as CTO in 2017, Nick Graham has been leading strategies for digital solutions mobile and web-based applications, driving refinement of technology architecture, and overseeing delivery of an integrated suite of technology components for critical tasks.

Ed Obuchowski

As CTO, Ed is the driving force behind empowering Advisor Group advisors to grow and serve clients as efficiently as possible through technology innovation—while also leading teams to manage and optimize internal enterprise IT systems architecture.

Lon T. Dolber

Lon is founder and CEO of American Portfolios Holdings, Inc. and also serves as the firm’s president and chief information officer. His nearly 40 years of industry experience enables him to provide leadership and strategic thinking to support its affiliated colleagues.

Jerry Rydell

With nearly 600 financial representatives licensed with Sigma Financial, owner and CEO Jerry Rydell demonstrates a vision of growth for the B/D by incorporating practice management techniques, top-notch technologies, competitive payouts, integrity with his staff, and high financial performance.

Digital Partnership Program

PEAK Reps has made a significant resource commitment to helping their advisors accelerate the social media learning curve by creating a library of customizable marketing campaigns that their team can then deploy and manage on Facebook.