Cetera has welcomed independent financial advisors Zac Majors, CEO and holder of the CFP®, RICP®, CLU®, and CLF® designations, and Oscar R. Mondragon, CFP®, co-founders of Centric Advisors, along with their Cypress, Texas-based team, which oversees approximately $160 million in assets under management (AUM).

Affiliations of this kind are a recurring feature of the independent wealth management landscape, as established practice owners weigh the autonomy of running their own firm against the scale, technology, and growth resources that larger platforms can provide.

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 formed a fast friendship before going into business together, launching their practice from a 90-square-foot office. What began as a financial planning practice steadily grew into a booming wealth management firm, guided by relationships built on trust, personalized service, and uncompromising integrity. Over time, the firm moved through several larger spaces before settling into the roughly 9,000-square-foot building that 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 the roots and client-first culture on which the firm was built.

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. Houston-area hiring and GrowthLine-supported client acquisition are the concrete near-term markers to watch as the affiliation moves beyond the announcement stage.

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.”