Cetera Financial said HD Financial Specialists has joined its network.
The East Amherst, New York-based practice has $100 million in client assets and offers investment, tax, estate planning and Medicare services, according to Cetera.
HD Financial is led by Sean Hayden, who said he was drawn to Cetera’s ability to synergize multiple financial planning offerings.
"The specialized offering of our firm requires a diversified, independent investment platform and the ability to combine multiple planning offerings under one roof, which Cetera offers," Hayden said in a statement.
Hayden was previously registered as a broker with National Securities Corporation and an investment advisor with National Asset Management starting in 2014, according to BrokerCheck. Before that, he spent a year as a broker at Saperston Asset Management and four years in both roles at Edward Jones.
Hayden’s team includes Dina Dalton, a health insurance consultant who owns HD Health Solutions, according to her LinkedIn profile. She was previously registered in the financial services industry from 1996 to 2012, with the last three years at Edward Jones.
Meanwhile, tax preparer Seth Hamilton was previously registered at both National Securities and National Asset Management from 2018 to 2021, according to BrokerCheck.