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SPIN Processed Press Release Frame: The Halo
Cetera Welcomes Former Commonwealth Advisor Kim Hellerman-Hersman and Her Team Overseeing Approximately $175 Million in AUA
Cetera Financial Group announced the acquisition of Harbor Financial Advisors, a family-run practice led by Kim Hellerman-Hersman overseeing approximately $175 million in assets under advisement (AUA), citing boutique service alignment and professional reconnection as key drivers.
Spin 70% Claim Present in Source AI Risk Moderate
PR Newswire Financial Services
Aug 18, 2026
SPIN Processed Press Release Frame: The Cushion
Cetera Names Torrance Chaplin and Sean Marrin Community Leaders within RIA & Branches Channel
Cetera, a financial services firm, appointed Torrance Chaplin and Sean Marrin as Community Leaders for its RIA and Branches channels to support advisor growth and success.
Spin 45% Claim Present in Source
PR Newswire Financial Services
Jul 30, 2026