Cetera Welcomes Veteran Financial Advisor Mike Zawatsky and his Oasis Asset Management Group with Approximately $600 Million in AUA
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SAN DIEGO, Aug. 19, 2025 ~ Cetera, a leading financial services firm, has recently welcomed veteran financial advisor Michael Zawatsky and his team at Oasis Asset Management Group, Inc. to their unique community – Summit Financial Networks. The team of seven made the move from B. Riley Wealth Advisors, Inc. to join Cetera's Advisor channel.

With approximately $600 million in assets under administration, Zawatsky and his team bring a wealth of experience and expertise to Cetera. Based near Cleveland, the firm's five financial advisors have been working together for 30 years, creating a close-knit team that also includes two support staff.

Zawatsky shared that their top priority is providing exceptional client service, which they refer to as "white-glove service." He also mentioned that they do not view their clients as just clients, but rather as friends. This is why it was important for them to find a financial services partner who values building strong relationships with clients. After considering several firms, they ultimately chose Cetera because of its size and stability, as well as the boutique services offered by Summit within the Cetera Advisor channel.

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The Home Office Visit (HOV) with Summit in Boca Raton, Florida was a pivotal moment for Zawatsky and his team in making their decision. Meeting face-to-face allowed them to get a better sense of who Summit and Cetera are as companies. Zawatsky noted that there were small things that set Summit and Cetera apart from other firms and ultimately made them feel like it was the right fit.

Zawatsky also spoke highly of Summit's personalized approach to client service, which aligns with his own firm's mentality of treating all clients equally regardless of their wealth. He expressed gratitude for the support provided by Cetera and Summit in this regard.

Cetera Advisor Channel Leader Tom Halloran welcomed Zawatsky and his team, praising their dedication to client service and their commitment to growth. He also commended their approach of treating all clients equally, regardless of their wealth, as a testament to their strong character.

Cetera and Summit are proud to have Zawatsky and Oasis Asset Management join their community. For more information about Cetera and Summit Financial Networks, please visit the links provided.

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