Jesstine Kemper is a CFP® with six years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional investors. The firm employs a combination of active and passive investment strategies with an emphasis on diversification and tailored portfolio management using multiple analytical approaches.

John Owen is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC since 2018. He previously worked at First Heartland Capital Inc for 16 years. Outside of his advisory role, he is a member of the Rotary Club Kirkwood and manages two scholarship fund accounts. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizing multiple analytical approaches and third-party platforms to tailor portfolios to client objectives.

Charles Aikins Jr. is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Mutual Advisors since 2021, with prior roles at Securities America Advisors and Mutual of Omaha Investor Services. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers a range of services such as asset management and financial planning, employing both active and passive strategies tailored through various analytical methods and specialized platforms.

Alexander Cross is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Merrill, Platinum Wealth Partners, Inc., and Mutual Securities, Inc. He is also involved as a member and manager of DCH Wealth Management, LLC and works as an insurance agent. Mutual Advisors, LLC serves a diverse client base ranging from individual investors to institutional clients, managing approximately $9.45 billion across 154 advisors. The firm provides both discretionary and non-discretionary advisory services, employing a blend of active and passive strategies tailored through multiple analytical approaches and specialized platforms.

David Henderson is a financial advisor with Mutual Advisors, LLC in St. Petersburg, FL, holding a Series 66 license and having 22 years of industry experience. His career includes roles at Merrill, Morgan Stanley DW Inc., Platinum Wealth Partners, and Mutual Securities prior to joining Mutual Advisors. Outside of his advisory work, he is a member-manager of DCH Wealth Management, LLC, an administrative business. Mutual Advisors serves a diverse client base including individuals, trusts, retirement plans, and institutional investors, managing portfolios through a combination of active and passive strategies emphasizing diversification and alignment with client objectives. The firm is notable for its scale of institutional work, managing approximately $9.45 billion across 154 advisors, and its use of multiple analytical approaches and third-party tools to customize client allocations.

Sasiwipa Nakdee is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. She holds Series 65 and Series 66 credentials and has worked previously at Ameriprise Financial Services and USAA Financial Planning Services. Outside of her advisory work, she operates a small online business reselling personal fashion items on Poshmark. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies tailored to client objectives. The firm distinguishes itself by its scale, breadth of institutional work, and use of various analytical and operational resources.

Patricia Flores is a Series 66-registered financial advisor with Mutual Advisors, LLC, bringing 15 years of industry experience. She has worked at Mutual Advisors since 2015 and has also been affiliated with Mutual Securities, Inc. since 2010. Outside of her advisory work, she operates a tax preparation and accounting sole proprietorship during tax season. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, employing a blend of active and passive strategies. The firm manages approximately $9.45 billion across 154 advisors and is notable for its scale of institutional work and use of multiple analytical approaches and third-party tools to tailor client portfolios.

Brody Jasso is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and beginning his industry career in 2025. Prior to joining Mutual Advisors, he worked at DMI Wealth Management & Insurance Solutions and has experience in education and youth fitness through roles at New Covenant Academy, My GYM, Abilene Christian University, and Snyder High School. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, retirement plans, and institutional clients. The firm provides asset management and consulting services using a combination of active and passive strategies, supported by various analytical approaches and third-party tools, and is noted for its significant institutional work and specialized operational features.

James Coleman is a financial advisor at Mutual Advisors, LLC with 41 years of industry experience. He has held roles at Mutual Advisors since 2013, previously working at Mutual Securities, Inc. and Citigroup Global Markets. He holds the Series 63 designation and is based in Ojai, California. Mutual Advisors serves a broad client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies with multiple analytical approaches to tailor portfolios according to each client’s objectives.

Mark Nanamura is a financial advisor at Mutual Advisors, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mutual Advisors and Mutual Securities since 2013. Prior to that, he has been associated with Massachusetts Mutual Life Insurance Company since 1990. Outside of his advisory role, Nanamura is involved in local community activities, including serving as president of the Central Valley Officials Association and acting as a basketball assignor. Mutual Advisors, LLC serves a broad client base comprising individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, with notable expertise in institutional and sovereign wealth fund clients.

Christian Cordoba is a CFP® professional with 33 years of experience in financial advising. He currently works at Mutual Advisors, LLC and Mutual Securities, Inc., and has prior experience with First Allied Advisory Services, Inc., First Allied Securities, Inc., and California Retirement Advisors Group, Inc. Outside of his advisory role, Cordoba serves on the Torrance Memorial Professional Advisory Council and owns a travel business called Bucket List Destinations. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts, estates, retirement plans, qualified purchasers, and institutional investors. The firm offers a range of advisory services and employs both active and passive investment strategies with a focus on diversification and alignment with client objectives, managing approximately $9.45 billion across 154 advisors.

Kenneth Peterson is a CFP® professional with 39 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at firms including Fortitude Advisory Group, LLC dba Sound Wealth Partners, Alpha Cubed Investments, LLC, and Fidelity. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts and estates, retirement plan participants and sponsors, qualified purchasers, and institutional investors. The firm manages portfolios using a blend of active and passive strategies with an emphasis on diversification and client objectives, and is noted for its scale, breadth of institutional work, and use of various analytical approaches and operational features.

Bruce Eckfeldt is a Certified Financial Planner (CFP®) with 16 years of industry experience. He is affiliated with Mutual Advisors, LLC and Mutual Securities, Inc. since 2022, following prior roles at LPL Financial, LLC and KMS Financial Services, Inc. He also owns Eckfeldt Asset Management, LLC and provides notary public services to clients at no charge. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm offers asset management and consulting services using a combination of active and passive strategies tailored to clients’ objectives, with a notable presence in institutional accounts and a range of operational resources.

Jason Hosler is a financial advisor at Mutual Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Commonwealth Financial Network and operated Hosler Wealth Management, LLC. In addition to his advisory role, he is an independent insurance agent specializing in life insurance. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional investors. The firm offers a range of advisory services using both active and passive investment strategies, with an emphasis on diversification and customized portfolio management.

Mark Garcia is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and bringing seven years of industry experience. He has worked at Mutual Advisors since 2018 and concurrently operates an insurance agency, D-MAC Services, LLC. Garcia also serves as the president of the Sweetwater Independent School District board. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing approximately $9.45 billion through a combination of active and passive strategies tailored to client objectives.

Robb Parsons is a CFA charterholder with nine years of industry experience, currently serving as a financial advisor at Mutual Advisors, LLC. His prior roles include positions at Rosecap Investment Advisors, WealthSource Partners, United Capital Financial Advisers, and Wells Fargo Bank. Outside of advising, Parsons is a part-owner and operator of a self-serve carwash business in Grand Junction, Colorado. Mutual Advisors, LLC serves a diverse clientele ranging from individual investors to institutional clients, offering asset management, financial planning, and consulting services. The firm employs a mix of active and passive investment strategies tailored to client objectives and manages approximately $9.45 billion across 154 advisors, including work with unique institutional clients such as sovereign wealth funds.

Edward Bunting is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His career includes roles at Mutual Advisors, Mutual Securities, Morgan Stanley, Wells Fargo Clearing, and Prudential Equity Group. He is active in community service through the Carmichael Rotary Club. Mutual Advisors, LLC serves a diverse client base including individuals, trusts, retirement plans, and institutional investors. The firm offers a variety of advisory services and employs a blend of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors.

Christopher Kiely is a financial advisor at Mutual Advisors, LLC with 28 years of industry experience. He holds a Series 63 designation and has worked at Mutual Advisors since 2013, also maintaining affiliations with Mutual Securities, Inc. and Thomas Kiely. Outside of his advisory role, he is the managing member of Kiely Tax Consulting, a tax preparation and consulting business. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using both active and passive strategies with an emphasis on diversification and client-aligned objectives, supporting a range of account types and employing multiple analytical approaches.

Richard Peterson II is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Mutual Advisors since 2013 and previously at Mutual Securities, Inc. and Gunnallen Financial, Inc. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients. The firm manages portfolios using a combination of active and passive strategies, employing various analytical methods and tools to tailor investments to client objectives, and is noted for its significant institutional work and broad service offerings.

Thomas Weed is a financial advisor with Mutual Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked at Mutual Advisors since 2018 and has prior experience with Whitehouse Wealth Management and Cetera Advisor Networks. Outside of advising, he operates as an independent insurance agent and is involved as a donor with the Make-A-Wish Foundation. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm offers asset management and financial planning through active and passive strategies, employing multiple analytical approaches and third-party tools to customize portfolios aligned with clients’ objectives.