Cetera Welcomes Financial Advisors Zac Majors, Oscar Mondragon and Their Centric Advisors Team with Approximately $160 Million in AUM

SAN DIEGO - Sept. 22, 2026 - Cetera welcomes independent financial advisors Zac Majors, CEO, CFP^®, RICP^®, CLU^®, CLF^®, and Oscar R. Mondragon, CFP^®, co-founders of Centric Advisors, along with their Cypress, Texas-based team overseeing approximately $160 million in AUM¹.

Founded in 2016, Centric Advisors was built to give clients individualized attention and custom strategies to help navigate the complexities of investing. Majors and Mondragon met while working at a previous firm and built a fast friendship before starting their own business together, launching it from a 90-square-foot office. What began as a financial planning practice grew steadily into a booming wealth management firm, guided by relationships built on trust, personalized service, and uncompromising integrity. The firm expanded through several larger spaces before landing in the roughly 9,000-square-foot building Centric Advisors calls home today.

"Oscar and I have spent a decade building this firm from the ground up, and we've learned a lot along the way about what works and what doesn't," said Majors. "We've always believed in reaching our full potential, and getting there meant looking outside our own four walls. Cetera's full-service solutions, track record of providing support that leads to outpaced growth, and an open-architecture platform stood out immediately, and just as important, they let us maintain our own identity."

Mondragon noted, "Our founding story is about putting clients first, and that doesn't change. We've always led with advice and relationships, listening first and building personalized strategies from there. We found that Cetera takes the same approach, listening to their clients first and then developing a personalized strategy for growth and support. This mutually aligned approach will help us realize our future vision of evolution and growth."

Centric Advisors celebrated its 10th anniversary in May 2026, a milestone Majors describes as both a moment of reflection and a launching pad for recruiting and developing the next generation of advisors. The firm is now looking to bring on experienced advisors in the Houston area who are ready to learn and grow, offering them access to resources, mentorship, and infrastructure while preserving their roots and client-first culture the firm was built on.

As part of its next phase of growth, Centric Advisors plans to leverage GrowthLine, Cetera's proprietary advisor and financial institution growth engine, which provides tools and support designed to help advisors expand their reach and better serve clients. Majors said the firm is especially looking forward to new avenues for client acquisition, having grown almost entirely through referrals and existing relationships.

In welcoming Centric Advisors, LeAnn Rummel, President and CEO of Cetera Investment Services, said: "Over the past decade, Zac and Oscar have built a firm rooted in relationships, trust and personalized advice. Their commitment to serving clients, developing future advisor talent and preserving a client-first culture has been a key driver of their success. We are honored to welcome Centric Advisors to our community and look forward to helping the team build on that success with the resources, technology and growth opportunities to support its next chapter."

About Cetera
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 financial professionals and institutions, Cetera's multi-channel ecosystem enables financial professionals to grow, scale or transition their businesses on their own terms.

Unlike traditional IBDs, Cetera offers true choice - blending modern technology, integrated wealth solutions, and a community-driven culture. Cetera's five-channel model and commitment to long-term advisor value provide a scalable blueprint for consistent, repeatable growth.

As of June 30, 2026, Cetera firms manage approximately $688 billion in assets under administration and $330 billion in assets under management. Its Voice of the Customer program has captured more than 50,000 advisor reviews, and over 45,000 five-star ratings, giving Cetera a 4.7 out of 5 satisfaction score.

Learn more at www.cetera.com and follow Cetera on LinkedIn, Instagram, Facebook, YouTube, and X.

Cetera is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101.

Avantax Planning Partners, Inc. (APP) and The Retirement Planning Group, LLC (TRPG), doing business as Cetera Planning Partners (CPP), are SEC registered investment advisers within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All referenced entities are under common ownership.

Cetera exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside businesses. This information is not intended as tax or legal advice.

¹Value approximated based on information provided to Cetera for asset holdings as of May 26, 2026.

Media Contacts:

Gregory for Cetera Financial Group
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Tony Katsulos
Director, External Communications
Cetera Financial Group
[email protected]