GWM Attends Cetera Advisors' 2025 Circle of Excellence Conference - June 1st through the 4th.

Stacey Blodgett and Regina Kozsan were honored to be invited to attend Cetera Advisors' 2025 Circle of Excellence Conference at the Fairmont Chateau Whistler in British Columbia.

The annual recognition event celebrates top advisors with Cetera Advisors for providing outstanding service and commitment to clients. Attendees were able to network with fellow advisors, senior leaders, and strategic partners to share trends and strategies.

During the event, Stacey and Regina heard market updates from Gene Goldman, Chief Investment Officer at Cetera Financial Group, and explored how emerging artificial intelligence technologies can be leveraged to enhance operational efficiency and elevate client service.

The celebration also offered Stacey and Regina an opportunity to experience the beauty of British Columbia along with special guests Jeffrey Buchheister, Chief Financial Officer at Cetera Financial Group and Gene Goldman (pictured below).

The Cetera Financial Group's Circle of Excellence recognition was awarded to Stacey L. Blodgett, CFP(R) and Regina M. Kozsan, CFP(R) at Globe Wealth Management; it is not a guarantee of future investment success and should not be construed as an endorsement of by any client.