Gregory Allen Stapleton

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → 12/2017
  The Ivy Apartments
  Rexburg, ID
• 02/2018 → 08/2018
  Epic Trust Investment Advisors Llc
  Kennewick, WA
• 01/2018 → 02/2018
  Allpro, Inc.
  Richland, WA
• 01/2012 → 04/2018
  Brigham Young University-Idaho
  Rexburg, ID
• 08/2018 → 06/2019
  Monson Wealth Management, Inc.
  Kennewick, WA
• 07/2019 → 09/2019
  Unemployed
  Kennewick, WA
• 10/2019 → 12/2021
  Isoray Medical, Inc.
  Richland, WA
• 12/2021 → 12/2023
  Hmis (Hanford Mission Integration Solutions)
  Richland, WA
• 12/2023 → 04/2024
  Gesa Credit Union
  Richland, WA
• 04/2024 → Present
  Epic Trust Investment Advisors Llc Dba Epic Private Wealth
  Richland, WA
• 04/2024 → 07/2025
  Epic Private Wealth
  Richland, WA
• 07/2025 → 09/2025
  Avantax Advisory Services
  Richland, WA
• 07/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Richland, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-08-08 → 2025-12-12
  Legacy Cornerstone Wealth Llc
  Peoria, AZ
• 2025-07-30 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Richland, WA
• 2019-02-25 → 2019-07-18
  Monson Wealth Management, Inc.
  Kennewick, WA

Other Businesses

1) Epic Private Wealth (1); Investment Adviser Representative; Epic Private Wealth is an independent registered RIA. We will be dissolving this RIA within 90 days of our affiliation with Avantax.; Yes; 1; 0; 04/29/2024; 1305 Fowler Street Richland WA 99352; Epic Private Wealth is a registered investment advisory firm. We will be dissolving this RIA within 90 days of affiliation with Avantax. 2) Epic Trust Investment Advisors LLC dba Epic Private Wealth (2); Associate Wealth Advisor; We offer financial planning, retirement planning, investment advice with tax planning services. ; Yes; 160; 130; 04/25/2024; 1305 Fowler Street Richland WA 99352; Hold client review meetings, perform client servicing duties including preparing and processing investment account paperwork, financial planning meetings with new clients, make recommendations on investment accounts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-08

Other Names

• Greg Stapleton
• Gregory Stapleton
• Gregory A Stapleton