Meet Your Team

603-498-7865 | joseph.gallant@ceterawealth.com

Joe believes that his clients deserve a personalized plan that is approachable in order to help them reach their financial goals. Joseph works with his clients to see the big picture and analyzes all of the contributing factors. He partners with clients to assess short- and long-term financial aspirations, time frames and individual risk tolerance to help clarify their path to achieving financial success.

Joe’s client-focused, goals-based approach to financial planning not only ensures that each individualized plan meets the client’s expectations but also lays out the strategies to execute their plan successfully over time. He prides himself on his established methods that guide clients towards their financial targets in the most tax-efficient manner. Joe focuses on private wealth management, retirement income planning, small business retirement plans, college funding, creating and protecting a family legacy, and trust services.

Joe began his career in financial services in 2005 and joined Cetera Wealth Partners after Voya Financial Advisors was acquired in 2021. Joe earned his Bachelor of Science in Business Administration with a major in Finance from the University of New Hampshire. Joe is an Investment Advisor Representative with Series 7 and 66 securities registrations. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP ^®) certification, Chartered Retirement Planning Counselor designations (CRPC^®) as well as Life, Accident and Variable product insurance licenses.

When not working, Joe enjoys spending time in the outdoors, golfing, fishing and skiing.

121 Shattuck Way, Ste 15, Newington, NH 03801. 603-957-1514

603-957-1514 | ashley.ball@ceterawealth.com

Ashley Ball joined the team as our Operations Manager in April 2021.  In her role she focuses on your client experience and helps support the day to day operations of the practice.  Ashley enjoys supporting clients during the implementation of their financial planning needs no matter what stage of life they are in.  With her background, Ashley maintains a client-centered approach in every interaction and has great appreciation for the needs of our clients.  She understands the importance of our role in our clients lives and is dedicated to helping those we work with have the ability to enjoy the life that they have worked so hard for over time.   

Before beginning her career in financial services, Ashley worked for 7 years in the healthcare field in both the clinical setting and in practice administration.  She also spent time working in a support role at the University of New Hampshire.  

Ashley graduated from the University of New Hampshire with a Bachelor of Science majoring in Occupational Science while minoring in psychology and then went on to complete her Master’s Degree in Occupational Therapy.  

 When not working, Ashley enjoys riding her scooter around the Seacoast of New Hampshire, spending time with her family and friends at the beach or at home in North Hampton.

Ashley Ball is a Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC

121 Shattuck Way, Ste 15 Newington, NH 03801

603-715-9090 | shawn.millerick@ceterawealth.com

With over 3 decades of financial and retirement income planning experience, Shawn has helped many individuals and businesses grow and preserve their wealth ranging from Healthcare, Education, Manufacturing & Utility industries to name a few. Shawn founded Millerick & Associates in 1998 with the goal of providing every person with a comprehensive plan they can understand. Shawn is dedicated to developing lasting relationships and strives in helping each person become confident with their financial goals and participating in their financial planning process.

A New Hampshire native, Shawn received his Bachelor of Science degree at the University of New Hampshire after attending Northeastern University. Shawn is an Investment Advisor Representative with Series 7, 24, 63 & 65 registrations. Shawn also holds his Life, Health, and Variable Annuity Insurance Agent license and has continued acting as a fiduciary since 1998. 

In Shawn’s free time, he enjoys traveling and spending time with his two kids, Patrick & Kate, his long-term girlfriend Lora, and her son Aidan. Shawn is an avid cycler and has participated in many of the local Pedaling 4 Payson events and the Ring of Kerry Charity Cycle ride in Killarney, Ireland several times. 

6 Loudon Road, Suite 403, Concord, NH 03301

603-715-9090 | cassie.mcvey@ceterawealth.com

With over a decade of experience in the financial industry and over 2 decades of customer service experience, Cassie has been a great addition to the team. A New Hampshire native, Cassie received her Associate of Science Degree from NHTI-Concord. 

Cassie plays a crucial role on the team by supporting Shawn and clients on everyday operations from greeting clients with a smile to helping them with distributions. Cassie coordinates internal projects and best utilization of resources to increase client satisfaction and experience. Cassie is also a Notary Public in the State of NH. 

In Cassie’s free time, she enjoys traveling with her husband Scott and spending time with her niece and family. Cassie also enjoys finding and starting new hobbies; during the pandemic Cassie learned to knit and is currently learning how to crochet.

Cassie McVey is a Non-Registered Associated Person of Cetera Wealth Services, LLC, member FINRA/SIPC.

603-957-1514| anthony.bono@ceterawealth.com

Anthony brings a strong enthusiasm for finance and a deep interest in the role it plays in people’s lives. Driven by a passion for helping others achieve financial security, Anthony is committed to empowering individuals and families to make informed decisions that align with their long-term goals. He believes that financial success is not just about numbers, but about the confidence that comes from having a clear plan. With a focus on continuous learning and growth, Anthony is dedicated to using his experience to guide others toward achieving their financial aspirations.

A graduate of Bentley University with a Bachelor’s degree in Finance, Anthony holds both his Series 7 and Series 66 registrations, as well as Life, Accident and Variable product insurance licenses. He combines a strong academic foundation with a detail-oriented approach and a genuine desire to help people make informed financial decisions.

Outside of the office, Anthony enjoys golfing, fishing, and spending time outdoors. He’s excited to continue growing in his career and to contribute to the financial success of the clients he serves.

121 Shattuck Way, Ste 15, Newington, NH 03801. 603-957-1514

617-698-5858 | jdavis@cahilldavisgroup.com

John J. Davis entered the insurance business in January 1980.  After 10 years in the sales department of John Hancock's general agencies, he joined William Cahill to form the independent Cahill Davis Group.  As a licensed insurance agent, a registered representative and investment adviser representative of Cetera Wealth Services, John has worked with families and individuals for over 30 years to help them meet their financial goals and needs with life insurance and investments from the accumulation phase to the income phase.  He has worked with businesses in the management of qualified plans such as 401K in addressing what he believes to be a shortfall in the appropriate and effective plan design. He utilizes a select group of investment managers and plan administrators to achieve proper design and implementation of retirement plans and employee benefits.  He continues to work in business succession planning with the small closely held businesses for estate conservation and legacy planning for his clients.

Cahill Davis Group is committed to the community we live and serve. With several youth sponsorships, John has also coached youth and high school baseball and hockey for over 30 years.  John has served on the board of park commissioners for Milton for over 15 years, as well as on the board of many charities and nonprofit organizations.

1093 North Main Street Rear, Randolph, MA, 02368

860-633-2494 | richard.mullaney@ceterawealth.com

Dick has been in the insurance and financial services field since 1977.  He is a graduate of Hamilton College and earned the CLU designation in 1991.  Dick is a former President of the Hartford Chapter of the Society of Financial Services Professionals.  

Dick believes in helping each person become confident in attaining his or her financial goals through participating in the financial planning process. One of the benefits of working with him is his ability to provide clear, easily understandable explanations of financial products and services. The personal program that Dick can provide is a roadmap to working toward a more confident financial future.

95 Glastonbury Blvd Ste 210, Glastonbury, CT 06033