Cetera's Financial Plan Design Group is a key resource partner, composed of two paraplanners and two CERTIFIED FINANCIAL PLANNERS™. Collectively they bring more than 100 years of experience to our practice.  They are a dedicated team that specializes in planning ONLY.  Since financial planning is their focus, they are highly skilled at building customized plans for each and every client we engage with, providing for a collaborative, interactive and informative client experience while ensuring an unbiased assessment free from any conflict of interest.

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Joni Darling
Financial Plan Design Specialist

Joni has been in the banking and finance industry for 25 years, before joining Cetera Financial Group she was a Team Lead for the Voya Transition Team.  She assisted advisors and support staff to be appropriately credentialed, organize all aspects of their business to successfully transition their clients and assets under management.  Joni embraced the Continuous Improvement model to proactively search for innovative ways to improve the overall experience for the advisors.

Since joining she has been proactive in learning the planning applications, establishing partnerships and continually striving to exceed clients' expectations. Joni has a Bachelor of Science in business management and holds the FINRA Securities Industry Essentials (SIE) credential.

Ken Kondas CLU, ChFC, CFP®
Financial Plan Design Planner

Ken has 40 years of experience in the Financial Services Industry. His areas of focus include banking, insurance, investments and financial planning.  He has served in several production and planning roles over the course of his career.  Ken joined Cetera Financial Group to share his knowledge and experience with the advisor network and to assist with financial plan design and delivery to satisfy their client’s planning needs which provides the foundation for building and growing strong client relationships.

Ken holds the series 6,7, 63 and 65 registrations as well as the following professional designations: CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and CFP® (CERTIFIED FINANCIAL PLANNER ™).

Quin Solamo
Financial Plan Design Specialist

Quin got her start in financial services almost two decades ago with Charles Schwab in San Francisco when the internet went public. She has broad experience, client facing and back office, in wealth management operations, tax reporting, retirement plan services- including stock options, and trading. She has deep financial planning software expertise that she cultivated during her tenure with Cetera on the Consulting and, subsequently, the Plan Design Team. She actively partners with the advisor, tapping into their toolbox to discover and resolve the client’s concerns and help realize their dreams.

Quin earned a Bachelor of Science in Information Technology, holds the Series 7, 66 securities registrations, and is pursuing additional credentials.

Zarina Sullivan, MBA, CFP®, CDFA®
Financial Plan Design Planner

Since joining Cetera in 2016, Zarina has played a critical role in helping financial advisors navigate complex financial planning concepts, including wealth transfer, estate planning, retirement strategies, and tax-efficient techniques. Before joining the Plan Design Team, as a Senior Advanced Planning Consultant, she advised on business succession, stock options, and charitable giving topics to name a few. With over 15 years in financial services, including her role as a Financial Advisor & Trader at Fidelity Investments and a financial planner at an independent RIA, Zarina brings extensive experience.

She holds an MBA in finance from Tarleton State University, CFP® certification, & Certified Divorce Financial Analyst® designation. Zarina also has Series 7 and 65 securities registrations, and an insurance license. She contributes thought leadership through articles, presentations, and white papers on financial planning.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.