The Talent
Advanced Planning Group

Advanced Planning Group

When you face challenges or complicated planning issues, the specialized Cetera Advanced Planning Group will help, providing individualized, one-on-one consulting on all areas of clients financial life. This team of experienced financial professionals includes attorneys, CFPs, and MBAs.








                                                                        Cetera/First Allied entities are under separate ownership from any other named entity.

  • IRA distributions and beneficiary designations
  • Wealth transfer planning
  • General income tax issues
  • Stock options
  • Life insurance and annuity planning
  • Charitable giving
  • Business and succession planning
  • Nonqualified deferred compensation
  • Trust document review

Stanley R. Smiley, ESQ.
As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions. Stan was previously senior vice president, advanced markets for ING Advisors Network.



Juliet A. Hendrickson, ESQ
Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.



Robert H. Pothier, ESQ
Robert Pothier is an Advanced Planning Analyst in the advanced planning group for Cetera Financial Group. Pothier is responsible for providing specialized advice and support to financial professionals. His area of expertise includes retirement planning, estate planning, charitable planning, and federal income taxation.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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