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Our Team

A Team Dedicated to Your Success

At BAR Financial, we believe that success is a team effort. That's why we've assembled a team of professionals who are dedicated to helping financial advisors thrive. Our team members bring a diverse range of skills and experience to the table. But, what we all have in common is a deep commitment to our core values of transparency, integrity, and innovation.

Greg Brackett

Greg Brackett

Managing Director, Regional Director

(800) 339-4353

Brianna Romanoff

Brianna Romanoff

Chief Marketing Officer, Regional Director

Adam Tarantino

Adam Tarantino

Regional Director, Director of Compliance

Shad M. Newhart

Shad M. Newhart

Regional Sales Manager

(800) 272-9297

John Whiteknight, CFP, CLU, ChFC

John Whiteknight, CFP, CLU, ChFC

Regional Sales Manager, Head of BAR Academy

(866) 543-5194

Jordyn Catron

Jordyn Catron

Marketing Specialist

The Deep Roots Under Our Established Firm

BAR Financial’s roots trace back to the founding of Financial Network Investment Corporation (FNIC), one of the early pioneers of the independent advisor model. John Kassab, grandfather of BAR Financial’s current Chief Marketing Officer, Brianna Romanoff, was one of FNIC’s original founders. BAR Financial Founder, John Brackett, began his career as an early representative at FNIC. He later became a Regional Director, acquiring one of the network’s regions in 1987.

BAR Financial was formally established when John Brackett partnered with Anthony Tarantino, CFO of BAR Financial, and Eric Huck, Financial Partner, both of whom led a highly successful bank and credit union broker-dealer operation on the East Coast. Combining their regional and professionals strengths, they expanded the firm's reach and influence across the independent advisor space.

FNIC’s innovative model — empowering independent advisors with strong regional support — laid the groundwork for what would later become Cetera Advisor Networks. As part of this evolution, BAR Financial’s leadership played a critical role in shaping the foundation and spirit that drives Cetera today.

Over the years, BAR Financial became one of the most prominent regions within Cetera Advisor Networks LLC, ultimately leading to Cetera's acquisition of BAR Financial, LLC in 2021. The acquisition formalized BAR’s role as a critical arm of Cetera’s national growth and robust advisor support strategy. Today, BAR Financial continues to be a leader in supporting financial professionals across the nation, operating out of regional offices in 5 states, with 270 affiliated individuals, and 13.91 billion in AUA.


Serving You With Scale, Support, And Strength

Our story is proof that strategic partnerships can make all the difference. With national reach, deep infrastructure, powerful partners, and proven strategies, BAR Financial gives you the foundation to grow your business—and get back to doing what you love. 

*as of June 2025


Locations

BAR Regional offices: Concord CA, ABQ NM, Westlake OH, Mechanicsburg PA, and Minnetonka MN
Advisors in: Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Michigan, Missouri, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, Washington, Wisconsin, Wyoming.

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