Longtime LPL advisors in search of superior service and technology cite team onboarding experience and personalized growth support as key highlights in joining Cetera
SAN DIEGO, Nov. 24, 2025 /PRNewswire/ — Cetera welcomes veteran financial advisors Scott Thaxton, JD, CRPC®, and Greg Pennini, CFS® after a longtime affiliation with LPL. The established ensemble practice does business as CarrThaxton Financial Group, serving more than 1,200 client accounts and $350 million in assets*. The move reflects the team’s commitment to delivering high-touch advisory services with enhanced platform capabilities and operational support.
After nearly three decades with LPL, Thaxton and Pennini sought a partner that could deliver superior service, advanced technology, and growth resources tailored to their business model. Their decision to join Cetera was driven by the firm’s advisor-first culture and commitment to personalized support. Thaxton and Pennini bring a strong advisory-focused practice to Cetera’s growing network, where they are part of the Cetera Advisors community within the Advisor Channel.
“Joining Cetera represents a strategic move for our team to better serve our clients,” Thaxton and Pennini said. “We were impressed not only by the firm’s advisor-first culture but also by the depth of resources available to help us grow and innovate. After nearly three decades with LPL, we wanted a partner that could deliver advanced technology, personalized support, and a clear path for scaling our advisory business. Cetera delivered on all fronts.”
Cetera Advisor Channel Leader Tom Halloran welcomed the team, stating, “We’re thrilled to welcome Scott, Greg, and the CarrThaxton Financial Group team to Cetera. Their commitment to client success aligns perfectly with our approach to empower advisors through cutting-edge tools, growth programs, and a collaborative community. We look forward to supporting their next chapter and helping them achieve even greater success.”
The CarrThaxton team also highlighted the onboarding experience and leadership accessibility as key differentiators.
“Cetera’s team approach to onboarding was second to none, and the ability to engage directly with firm leadership gave us confidence in our decision,” Thaxton and Pennini added. “That level of transparency, combined with robust growth resources, including the impressive GrowthLine program, set Cetera apart from other firms we considered.”
About Cetera
Cetera Financial Group (Cetera) is the premier financial advisor Wealth Hub, empowering independent advisors and institutions with personalized support, flexible affiliation models, and end-to-end growth solutions. Home to approximately 12,000 advisors and institutions, Cetera’s multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.