Robert Francis Fezza

Current Employers

Employment History

• 05/2003 → 10/2022
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 05/2003 → 10/2022
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2020 → 04/2023
  Augusta National Golf Club
  Augusta, GA
• 09/2022 → 12/2025
  Odyssey Personal Financial Advisors, Llc
  Roswell, GA
• 10/2022 → 12/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 07/2006 → 09/2022
  Odyssey Personal Financial Advisors, Llc
  Roswell, GA
• 11/2025 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 01/2026 → Present
  Forum Financial Management, Lp
  Lombard, IL

Previous Registrations

• 2022-09-19 → 2025-12-31
  Odyssey Personal Financial Advisors, Llc
  Roswell, GA
• 2003-05-16 → 2022-10-28
  Cetera Investment Advisers Llc
  Roswell, GA

Other Businesses

1) Ash Brokerage; Investment-related; 888 S. Harrison St., Fort Wayne, IN 46802; independent insurance Agent; 10/2022; Less than 5 hours/month; Less than 5 hours during securities trading hours; Completes insurance needs analysis and provides recommendations for insurance products (fixed annuity, life, disability and long-term care insurance) if there's a client need. 2) FS Group LLC; Not investment related; 500 Sun Valley Drive, Suite A6, Roswell, GA 30076; Real Estate Holding Company; Co-Owner; 02/2007; Less than 5 hours/month; 0 hours during securities trading hours; Oversees and manages the office suite owned by the entity. 3) Robert Fezza; Not investment-related; 875 Windsor Trail, Roswell, GA 30076; Rental Property; Owner; 02/2016; Less than 5 hours/month; 0 hours during securities trading hours; Oversee and maintain rental property. 4) Odyssey Personal Financial Advisors Cash Balance Plan; Investment Related; 500 Sun Valley Drive, A6, Roswell, GA 30076; Trustee of Retirement Plan; 7/2022; Co-Trustee; Less than 5 hours/month devoted; Less than 5 hours during securities trading hours; Follow plan document for contributions and manage investments in retirement plan. 5) F.A.M. LLC; Not investment-related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 01/2026; less than 5 hours per month; less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement. 6) Roswell Rotary Club; Not investment-related; PO Box 783 Roswell, GA 30077; International service organization; Chairperson of Charity Committee; 11/01/2025; Less than 5 hours per month; Less than 5 hours during securities trading hours; Chair committee who reviews grant applications.

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-03-06
• S65 Uniform Investment Adviser Law Examination
  1999-05-03

Designations