Cetera Executive and Leadership Team

Elyssa Lamoureux, the Initiatives Vice President, Engagement & Chief Executive Officer, Office of at Cetera, directs high-level strategic engagement programs across the national financial network. Overseeing the executive office, Lamoureux manages critical communication flows and aligns internal initiatives with the broader mission of supporting independent financial advisors. This leadership role requires constant coordination with the board to ensure operational excellence and consistent service delivery for families and retirement plans. By optimizing engagement frameworks, Elyssa Lamoureux drives organizational efficiency and strengthens the connection between corporate strategy and advisor success. The Initiatives Vice President, Engagement & Chief Executive Officer, Office of maintains a focus on scalable growth, ensuring that all internal programs support the long-term stability of the firm. Through rigorous oversight of corporate initiatives, Lamoureux secures the alignment of all departments with the overarching goal of providing professional financial advice across the country.

Lorraine Christie, the Chief of Staff & Chief Marketing Officer, (Previously To The & Chief Operating Officer, Csso) at Cetera, directs the firm's marketing strategy and operational alignment. Overseeing brand positioning and market outreach, Christie ensures that the value proposition of independent financial advice reaches families and retirement plans effectively. This role involves managing the intersection of marketing campaigns and operational execution to drive growth across the national network. By architecting integrated marketing programs, Lorraine Christie drives brand awareness and advisor recruitment. The Chief of Staff & Chief Marketing Officer, (Previously To The & Chief Operating Officer, Csso) coordinates with other C-suite leaders to ensure that marketing efforts support the firm's broader financial goals. Through the optimization of marketing channels, Christie enhances the firm's market position. This leadership role focuses on delivering clear, impactful messaging that resonates with clients while maintaining the operational rigor necessary for sustained success in the financial services industry.

Thomas Halloran, the President, Cetera Wealth Partners at Cetera, directs the strategic vision and growth of the wealth management division. Overseeing the delivery of financial advice to high-net-worth individuals and families, Halloran ensures that the firm's wealth management services remain competitive and client-focused. This role involves managing the advisor network within the wealth partners channel to drive revenue and service quality. By architecting wealth management solutions, Thomas Halloran drives the expansion of the firm's footprint in the investment sector. The President, Cetera Wealth Partners coordinates with other leadership functions to align wealth management strategies with the firm's national mission. Through the oversight of investment programs, Halloran secures the long-term financial health of the division. This position requires a deep commitment to professional financial advice, ensuring that all wealth management activities support the firm's goal of providing comprehensive, personalized guidance to clients across the country.

Steve Napier, the President & Registered Representative at Cetera, directs the operational activities of the firm's registered representative network. Overseeing compliance and service standards, Napier ensures that all financial advice provided to individuals and retirement plans meets rigorous industry requirements. This role involves managing the relationship between the firm and its registered representatives to maintain high levels of professional conduct. By architecting support systems for representatives, Steve Napier drives the quality of financial advice delivered across the country. The President & Registered Representative coordinates with the executive team to ensure that all representative activities align with the firm's mission. Through the oversight of regulatory and operational standards, Napier secures the integrity of the firm's financial services. This leadership position focuses on maintaining a robust and compliant network, ensuring that clients receive reliable and professional guidance in every interaction with the firm's advisors.

Adam Palas, the President at Cetera, directs the overall strategic direction and operational performance of the firm. Overseeing the execution of the company's mission, Palas ensures that the network of independent firms delivers consistent, high-quality financial advice to individuals and retirement plans. This role involves managing the firm's executive leadership to drive growth and operational efficiency across all channels. By architecting long-term business strategies, Adam Palas drives the firm's market impact and competitive positioning. The President coordinates with the board and other C-suite leaders to align corporate objectives with the needs of the advisor network. Through the oversight of all business units, Palas secures the firm's reputation as a leader in the financial services industry. This leadership position requires a focus on sustainable growth, ensuring that the firm continues to provide professional financial advice to families and company retirement plans on a national scale.

John Soto, the Group President, Esq Financial at Cetera, directs the specialized financial services provided through the Esq Financial group. Overseeing the delivery of tailored investment advice to specific client segments, Soto ensures that the firm's offerings meet the unique needs of families and retirement plans. This role involves managing the growth and operational success of the Esq Financial division within the broader firm network. By architecting specialized financial solutions, John Soto drives the expansion of the firm's service capabilities. The Group President, Esq Financial coordinates with other leadership functions to ensure that the division's activities align with the firm's national mission. Through the oversight of specialized investment programs, Soto secures the division's contribution to the firm's overall success. This position requires a focus on delivering high-value financial advice, ensuring that the firm remains a trusted partner for clients seeking professional guidance in the complex investment landscape.

Amy Morrison, the Chief of Staff at Cetera, manages the daily operational cadence of the executive leadership team. Coordinating complex projects across the firm, Morrison ensures that strategic priorities receive adequate resources and attention. This role involves facilitating cross-departmental collaboration to streamline the delivery of financial advice to individuals and institutions. By managing the executive agenda, Amy Morrison drives the execution of corporate goals and maintains high standards of operational performance. The Chief of Staff monitors key performance indicators to track progress on national initiatives, providing the necessary data for informed decision-making. Through the management of internal workflows, Morrison optimizes the efficiency of the firm, allowing advisors to focus on client outcomes. This position requires a deep understanding of the financial services landscape, ensuring that all administrative functions support the broader mission of providing professional guidance to families and retirement plans nationwide.

Teri Cohen, the HR Chief of Staff at Cetera, directs human capital strategies that support the firm's network of independent financial advisors. Overseeing talent management and organizational development, Cohen ensures that the workforce remains aligned with the evolving needs of the financial services industry. This role involves architecting programs that foster professional growth and operational excellence within the human resources department. By managing internal HR initiatives, Teri Cohen drives the recruitment and retention of top-tier talent necessary for maintaining high-quality financial advice. The HR Chief of Staff coordinates with other leadership functions to ensure that corporate culture supports the firm's national mission. Through the implementation of efficient HR processes, Cohen enhances the overall productivity of the organization. This leadership position focuses on building a resilient workforce capable of navigating the complexities of the investment landscape while providing consistent support to families and company retirement plans across the country.

Corey Dyckman, the Ria & Branches Channel Chief of Staff at Cetera, manages the operational infrastructure for the firm's registered investment advisor and branch channels. Overseeing channel-specific growth strategies, Dyckman ensures that advisors have the tools and support required to deliver professional financial advice. This role involves coordinating with regional leadership to optimize service delivery for individuals and retirement plans. By managing the operational needs of these channels, Corey Dyckman drives efficiency and supports the expansion of the firm's national footprint. The Ria & Branches Channel Chief of Staff monitors channel performance, identifying opportunities for process improvements that enhance advisor productivity. Through the alignment of channel resources with corporate objectives, Dyckman secures the long-term success of the firm's independent network. This position requires a focus on operational scalability, ensuring that the firm remains a leader in providing comprehensive financial solutions to a diverse client base.