Broker Check

Our Qualified Retirement Plans Team

Michael Bearducci, AIF®

Principal, Executive Vice President, Regional Director

Specializes in plan design and retirement plan consulting

Manages plan risks and fiduciary responsibilities

Holds the Series 7 & 63 securities registrations and Ohio Life, Accident, and Health Insurance Licenses

Earned AIF® Designation which demonstrates his knowledge of applying fiduciary standards of care to the investment management process

Member of Cetera Advisor Networks Retirement Plan Advisory Board

Member of National Association of Plan Advisors

20 years of experience

BA from Baldwin Wallace University

Colin Anderson, AIF®

Plan Consultant, Investment Advisor Representative

Consults on plan design, fiduciary compliance, and regulatory issues

Develops Investment Policies

Conducts Due Diligence monitoring of Investment Managers

Facilitates Investment Committee Meetings

Benchmarks plan costs and services

Assists with fund selection

Holds the Series 7 & 63 securities registrations and Ohio Life, Accident, and Health Insurance Licenses

15 years of experience

BA from Colby-Sawyer College

Brian Rees, MBA

Relationship Manager, Investment Advisor Representative

Manages client relationship, brings new client ideas

Leads employee education and advice program, helping employees understand and utilize their retirement plan

Consults on plan design, compliance, and regulatory issues

Ensures investment policy is in place

Holds the Series 7 securities registration and Ohio Life, Accident, and Health Insurance Licenses

Member of Society of Financial Service Professionals

14 years of experience

BA from Cleveland State University, MBA from Baldwin Wallace University


Kelsey Aerni*

Communications Specialist

Drafts participant communication strategy

Oversees its implementation

Facilitates participant meetings

Holds Ohio Life, Accident, and Health Insurance Licenses

Member of Society of Financial Service Professionals

BA from John Carroll University

Sandy Cordell

Client Service Representative

Provides administrative support to wealth management clients

Business & executive planning program support

Holds the Series 6 securities registration and Ohio Life, Accident, and Health Insurance Licenses

15 years of experience


*Kelsey Aerni is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Kelsey is no way related to Cetera Advisor Networks LLC or its registered representatives.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.