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Cetera Financial Group

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Luminaries 2025 Winner

Broker-Dealers

Luminaries 2025 Impact Statement

Cetera Financial Group has emerged as an industry leader in crisis preparedness education through their groundbreaking Emergency Planning and Communications Kit (E-PACK). Cetera's decision to make these resources available industry-wide, rather than exclusively to their own 12,000-plus affiliated professionals, demonstrates genuine thought leadership committed to advancing the entire profession. Developed through collaborative input from professionals who experienced real-world disasters, the E-PACK includes disaster recovery templates, emergency communication protocols, comprehensive preparation checklists and charitable donation guidance. The initiative's real-time validation during the California wildfires proves its practical effectiveness. Through partnership with the firm’s 501(c)(3) Caring Cetera organization, this educational initiative extends beyond business considerations to include community impact and social responsibility.