Cetera Expands Its Advisory Team with $190 Million AUA from Honeycomb Wealth Advisors

Cetera Expands Its Advisory Team with a Significant Addition

In a strategic move that reinforces its commitment to providing unparalleled service, Cetera Financial Group has welcomed David Cushard, ChFC®, CMFC™, and Wesley E. Mullins, ChFC®, CLU®, along with their team from Honeycomb Wealth Advisors. This team, which oversees approximately $190 million in assets under administration (AUA), brings an impressive wealth of experience and a new level of service to Cetera's advisory community.

Who are the New Advisors?

Cushard and Mullins, co-founding partners of Honeycomb Wealth Advisors, operate from offices in Jackson, Michigan, and Tallahassee, Florida. Their practice is designed to offer comprehensive financial guidance and support, reflecting a philosophy inspired by the hardworking nature of bees. Just like bees store honey for tough times, these advisors help clients build and protect their financial resources to secure their futures. The team also includes experienced advisors Jeff Sirola, CFP®, CRPC and Justin Pruitt, accompanied by dedicated support staff, enhancing the practice's capacity to deliver value to their clients.

With a combined industry experience of over 65 years, Cushard and Mullins have honed their expertise at major financial firms like Ameriprise and Commonwealth. Their decision to join Cetera stems from the desire for a community that reflects the same culture and commitment to excellence they fostered at Commonwealth.

A New Beginning at Cetera

During their transition, Cushard and Mullins undertook a thorough exploration of various independent broker-dealer options. They found that the Summit Financial Network, a distinct community within Cetera, provided them with what they sought. "Summit is the closest thing to Commonwealth that we found," Mullins shares, emphasizing that their goal was always to find a supportive culture reminiscent of their previous experiences, not just a similar one.

Cushard praised Summit for its exceptional community, noting that at this point in their careers, he and Mullins were not in search of a traditional firm to instruct them but rather peers who share a commitment to high-quality advisory practices. He stated, "We were looking for a community of advisors who run excellent businesses, where we can learn from each other and hold each other to a high standard. That’s what Commonwealth was, and Summit was the only place we found that same thing."

The reassurance of accountability and responsiveness from Cetera leadership further solidified their decision. Cushard noted that the firm fostered a culture where accountability wasn't just a phrase; it was a lived experience. "Every single person who came to talk to us owned their area. They looked us in the eye and said, 'If you have a problem, you call me directly, and I will take care of it.' That's not something you hear often," he expressed with enthusiasm.

Looking Ahead

Tom Halloran, the Cetera Advisor Channel Leader, welcomed the Honeycomb Wealth Advisors team, affirming their choice as a validation of Cetera's commitment to fostering a supportive environment for independent advisors. The onboarding of Cushard and Mullins is a testament to the positive trajectory at Cetera, reflecting its dedication to creating a thriving community for advisors who prioritize exceptional service and client relationships.

Cetera Financial Group stands out as a premier financial advisor hub, providing robust support, flexible affiliation models, and solutions for growth tailored to the needs of independent advisors. With nearly 12,000 financial professionals and institutions under its umbrella, Cetera facilitates a conducive environment for businesses to grow and scale while maintaining independence—all while managing approximately $630 billion in assets under administration.

The addition of Honeycomb Wealth Advisors to Cetera's family exemplifies the ongoing evolution within the financial advisory landscape, as firms like Cetera expand their commitment to excellence through strategic partnerships and an unwavering focus on client-centered service.

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