Security Support Engineer

Cetera welcomes former Commonwealth advisors Jim Tucker, Patrick Bria and their team overseeing approximately $420 million in AUA. Aug 12, 2026, 08:05 ET After building their businesses over two decades, the advisors chose Cetera's Summit community for its high-touch service, flexibility and commitment to helping advisors operate their way SAN DIEGO, Aug. 12, 2026 /PRNewswire/ - Cetera welcomes financial advisors Jim Tucker, CFP(R), CRPS(R), and Patrick Bria, and the Tucker Bria Wealth Strategies team overseeing approximately $420 million in AUA[1]. Tucker Bria Wealth Strategies joined Cetera through its Summit Financial Networks[2] community. Based in Durham, North Carolina, co-founders Tucker and Bria have built their practice together since 2013. The two have been friends since their teenage years in Pittsburgh, and later were teammates on Duke University's varsity swim team. Tucker Bria Wealth Strategies - a name built around the firm's belief that "Life alters wealth(R)" - provides individualized financial planning and wealth management to individuals and families navigating life's transitions, from wealth creation and preservation to windfalls such as inheritances and business sales. The move to Cetera follows more than a decade at Commonwealth Financial Network, a firm Tucker and Bria deliberately chose for its culture of experienced advisors and personalized support. When LPL announced its acquisition of Commonwealth, the partners launched a monthslong search for a new financial services partner, including traditional broker-dealers and RIA models. Keeping continuity for clients, some of whom have been with the practice since its inception, was central to their search. With Cetera, the firm could maintain its existing custodian, Fidelity's NFS. Another key decision point was Cetera's flexibility, which allowed Tucker Bria to continue using third-party technology that had become integral to their client service model during their years at Commonwealth. Ultimately, the firm wanted access to a well-established and scaled infrastructure, products, services and AI-powered growth resources - tools designed to augment how advisors already work, not change how they operate - without asking the practice to give up how it runs its business. "We were deliberate about choosing Commonwealth, and we were just as deliberate about where we went next. We wanted a partner strong enough to provide the compliance, technology and back-office support we didn't want to build ourselves, but flexible enough to let us keep running our business exactly the way we always have," Tucker said. "Summit has a clear reason for being, the same way our previous firm did, and that mattered to us as much as anything else." The firm's high-touch approach to client service - centered on close, ongoing relationships rather than scale, with regularly scheduled client meetings and financial planning built around each family's specific circumstances - was also at the forefront of their decision-making process. "We tell our team to love our clients, not because of what they've entrusted to us, but because that's simply the standard we hold ourselves to," Bria said. "Our next-gen advisors are in the room with clients from day one, learning the relationships, not just the technical side of the job. Because of this, our clients know their advisor team is going to be in place for the next 30-plus years." Tucker Bria's next generation - including Wealth Advisors Josh Polidori, CFP(R), CPFA(R); Financial Planning Associate Chris Bleeker; and Financial Planning Associate Taylor Clement, CFP(R)- already serves as the primary point of contact for many of the firm's second- and third-generation clients. Tucker is also the author of Family, Legacy, Wealth: How to Nurture and Grow Your Family Orchard, a book designed to help families define and pass on their legacy, one that goes beyond money. Welcoming the Tucker Bria team, Cetera Advisor Channel Leader Tom Halloran said: "Jim and Pat have spent decades building something special together that grew into a client-centered practice with the kind of robust next-gen advisor strategy that doesn't happen by accident. We're thrilled to welcome Jim, Pat and their team to Cetera, and we're eager to help them expand their legacy for many years to come." About Cetera Cetera is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 financial professionals and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms. Unlike traditional IBDs, Cetera offers true choice - blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth. As of March 31, 2026, Cetera firms manage approximately $630 billion in assets under administration and $296 billion in assets under management. Its Voice of the Customer program has captured nearly 50,000 advisor reviews, with more than 43,000 five-star ratings, giving Cetera a 4.7 out of 5 satisfaction score. Cetera is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc., is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of CFG). All the referenced entities are under common ownership. Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside businesses. This information is not intended as tax or legal advice. [1] Value approximated based on information provided to Cetera for asset holdings as of April 30, 2026. [2] Summit Financial Networks is a region of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. SOURCE Cetera Financial Group

Cetera welcomes former Commonwealth advisors Jim Tucker, Patrick Bria and their team overseeing approximately $420 million in AUA. Press room Cetera welcomes former Commonwealth advisors Jim Tucker, Patrick Bria and their team overseeing approximately $420 million in AUA. After building their businesses over two decades, the advisors chose Cetera's Summit community for its high-touch service, flexibility and commitment to helping advisors operate their way SAN DIEGO - Aug. 12, 2026 - Cetera welcomes financial advisors Jim Tucker, CFP(R), CRPS(R), and Patrick Bria, and the Tucker Bria Wealth Strategies team overseeing approximately $420 million in AUA[1]. Tucker Bria Wealth Strategies joined Cetera through its Summit Financial Networks[2] community. Based in Durham, North Carolina, co-founders Tucker and Bria have built their practice together since 2013. The two have been friends since their teenage years in Pittsburgh, and later were teammates on Duke University's varsity swim team. Tucker Bria Wealth Strategies - a name built around the firm's belief that "Life alters wealth(R)" - provides individualized financial planning and wealth management to individuals and families navigating life's transitions, from wealth creation and preservation to windfalls such as inheritances and business sales. The move to Cetera follows more than a decade at Commonwealth Financial Network, a firm Tucker and Bria deliberately chose for its culture of experienced advisors and personalized support. When LPL announced its acquisition of Commonwealth, the partners launched a monthslong search for a new financial services partner, including traditional broker-dealers and RIA models. Keeping continuity for clients, some of whom have been with the practice since its inception, was central to their search. With Cetera, the firm could maintain its existing custodian, Fidelity's NFS. Another key decision point was Cetera's flexibility, which allowed Tucker Bria to continue using third-party technology that had become integral to their client service model during their years at Commonwealth. Ultimately, the firm wanted access to a well-established and scaled infrastructure, products, services and AI-powered growth resources - tools designed to augment how advisors already work, not change how they operate - without asking the practice to give up how it runs its business. "We were deliberate about choosing Commonwealth, and we were just as deliberate about where we went next. We wanted a partner strong enough to provide the compliance, technology and back-office support we didn't want to build ourselves, but flexible enough to let us keep running our business exactly the way we always have," Tucker said. "Summit has a clear reason for being, the same way our previous firm did, and that mattered to us as much as anything else." The firm's high-touch approach to client service - centered on close, ongoing relationships rather than scale, with regularly scheduled client meetings and financial planning built around each family's specific circumstances - was also at the forefront of their decision-making process. "We tell our team to love our clients, not because of what they've entrusted to us, but because that's simply the standard we hold ourselves to," Bria said. "Our next-gen advisors are in the room with clients from day one, learning the relationships, not just the technical side of the job. Because of this, our clients know their advisor team is going to be in place for the next 30-plus years." Tucker Bria's next generation - including Wealth Advisors Josh Polidori, CFP(R), CPFA(R); Financial Planning Associate Chris Bleeker; and Financial Planning Associate Taylor Clement, CFP(R)- already serves as the primary point of contact for many of the firm's second- and third-generation clients. Tucker is also the author of Family, Legacy, Wealth: How to Nurture and Grow Your Family Orchard, a book designed to help families define and pass on their legacy, one that goes beyond money. Welcoming the Tucker Bria team, Cetera Advisor Channel Leader Tom Halloran said: "Jim and Pat have spent decades building something special together that grew into a client-centered practice with the kind of robust next-gen advisor strategy that doesn't happen by accident. We're thrilled to welcome Jim, Pat and their team to Cetera, and we're eager to help them expand their legacy for many years to come." About Cetera Cetera is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 financial professionals and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms. Unlike traditional IBDs, Cetera offers true choice - blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth. As of March 31, 2026, Cetera firms manage approximately $630 billion in assets under administration and $296 billion in assets under management. Its Voice of the Customer program has captured nearly 50,000 advisor reviews, with more than 43,000 five-star ratings, giving Cetera a 4.7 out of 5 satisfaction score. Cetera is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc., is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of CFG). All the referenced entities are under common ownership. Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside businesses. This information is not intended as tax or legal advice. [1] Value approximated based on information provided to Cetera for asset holdings as of April 30, 2026. [2] Summit Financial Networks is a region of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Tony Katsulos Director, External Communications Cetera Financial Group [email protected]

Lexington Financial carries Advisor360° into its next chapter, powering the advisor workday. NEEDHAM, Mass., Aug. 04, 2026 (GLOBE NEWSWIRE) - Advisor360°(TM) today announced that Lexington Financial, Inc., a Braintree, Massachusetts-based independent wealth management firm, has adopted its AI-native operating system to power its advisor workday, operations, and client experience as it moves forward to its next chapter with Cetera. Overseeing approximately $608 million in assets with a team of four advisors, Lexington Financial has built its business around independent advice, long-term client relationships, and a commitment to helping families achieve their financial goals since its founding in 1987. Lexington's leadership worked with Cetera to maintain access to Advisor360°'s technology platform, given its team's familiarity with the platform and its goal of prioritizing continuity in both the advisor and client experience. Maintaining Momentum After Starting a New Phase Adopting Advisor360° helped ensure continuity for Lexington Financial during its transition to Cetera; specifically, Lexington wanted to continue access to its workflows, data continuity, and client experience its team relies on every day. Advisor360° provides Lexington Financial with a unified platform spanning CRM, reporting, client portal, and document management, enabling its advisors and staff members to manage their business within a single, connected system. "We've spent decades building a business centered on our clients and the relationships we have with them," said Edward Duffy, CFP(R), Principal at Lexington Financial. "As we evaluated our next step, we wanted to keep the experience our advisors know and trust. Advisor360° helps us stay focused on helping families and growing our business." The platform's integrated architecture, household-level data model, and ability to support a seamless advisor workday were central to Lexington Financial's decision. Designed for Continuity, Efficiency, and Growth Advisor360° is designed to support firms of all sizes through periods of transition as well as long-term growth, providing a modern operating system that reduces operational friction and unifies data across the advisor experience. "Moments of transition often put pressure on both operations and the client experience," said Milind Mehere, Chief Executive Officer of Advisor360°. "Lexington Financial took a thoughtful approach and worked with Cetera to access Advisor360°. We're proud to help them maintain momentum and deliver a seamless experience as they move into their next phase." Advisor360° supports Lexington Financial's goal of delivering personalized, client-first advice while operating with greater efficiency, consistency, and confidence. *All trademarks and registered trademarks mentioned herein are the property of their respective owners. About Lexington Financial, Inc. Lexington Financial, Inc. is an independent financial services firm based in Braintree, Massachusetts, that has been helping clients establish and maintain their long-term financial goals since 1987. Built on a philosophy of independent advice and client-first service, the firm is committed to providing unbiased guidance, personalized strategies, and a high level of responsiveness to individuals and families. Lexington Financial focuses on building lasting relationships and delivering financial solutions aligned with each client's unique goals and needs. About Advisor360° Advisor360° is the Autonomous Financial Platform for advisors, the only open ecosystem built around the complete advisor workday. Powered by a wealth operating system and a unified data fabric, Advisor360° gives advisors the freedom to choose how they specialize, where they affiliate, and what technology powers their practice, all on a single connected platform they own. Advisor360° weaves intelligence into every workflow, recommendation, and client interaction. With support for banking, wealth, and insurance on one platform, Advisor360° enables the holistic, personalized financial advice that modern clients expect - and the operational independence that modern advisors demand. To learn more, visit www.advisor360.com. Media Contact For Advisor360° Lisa Aldape VOCATUS [email protected] Legal Disclaimer: EIN Presswire provides this news content "as is" without warranty of any kind. Africa SMB Journal do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.