Cetera Financial Group

Welcome to Cetera, Financial Advisor Les Benzak, CFP®, Accredited Investment Fiduciary John Gallagher, CFP®, Financial Advisor Lynn Craig, CFP®, and the full Tupelo Wealth Partners team!

Based in Harleysville, PA, Les, John, and Lynn bring over 75 years of combined experience and have built Tupelo Wealth Partners as a deeply client-focused practice specializing in retirement, tax planning, legacy planning, and more.

When LPL acquired Commonwealth, they took a hard look at the full landscape of independent broker-dealer options. They were searching for something specific: experienced advisors to collaborate with, accessible leadership, and a firm that truly cared about their success. They found it in Cetera’s unique Summit Financial Networks Community.

Read more in the press release here: https://cetera.com/press/tupelo-wealth-partners-joins-cetera

One year later. Two advisors. One move they don't regret.

Amanda Whitney, AIF®, CDFA® (Pecot) built her practice on one idea: every client has a story, and advice should reflect it. She needed a firm that supported flat-fee planning with no asset minimums – and technology to back it up. Cetera delivered.

Joe Iudica's approach is consultative by nature. He wants clients to understand every decision and how it connects to the bigger picture. With Cetera, he got the tools, the independence, and the ability to put clients first – without corporate constraints.

This is what finding the right fit looks like.

Congratulations to Ladan Massir, Cetera's Senior Managing Director, Growth Marketing & Digital Experience, for being named one of Women We Admire's 2026 Top 50 Women Leaders in Marketing for the second year in a row!

This award recognizes women shaping the future of marketing who drive innovation, break barriers, and set new standards - which is exactly what Ladan does every day to help Cetera's financial professionals grow and succeed. Known for translating complex business challenges into scalable, measurable marketing programs, Ladan has built a reputation as a strategic operator who delivers both vision and ex*****on.

Thanks, Ladan, for the continued impact you make in our industry and for the financial advisors and institutions we serve! Learn more here: https://thewomenweadmire.com/leaders/ladan-mirzadeh/

*Finalist, Top Women Leaders in Marketing 2026, issued by Women We Admire. Selection is based on internal evaluation; paid membership is required. This recognition is not indicative of future investment success or a client endorsement. No compensation was provided for participation.

Most advisors avoid the long-term care conversation. But what if it was easier than you think?

This August at Connect2Peers, Harlan Wenig is leading a Hot Topic session "How Do Risk Mitigation Products Fit Into Growing and Successful Advisors' Practices" and it's reshaping the way advisors think about protection planning.

This session covers two areas where advisors are seeing real results:

✅ Long-term care - how peers are introducing the conversation naturally, and how straightforward it can be to do right by your clients
✅ Variable Universal Life (VUL) - the benefits of VUL products and how they may be the right fit for certain clients

This is peer-to-peer learning at its best: real advisors sharing what's working in their practices. We're excited to see you there!