Vanessa Ly is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has 14 years of industry experience. She has worked at firms including Morgan Stanley, Fidelity Investments, Ameriprise Financial Services, and Oppenheimer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Fonville Jr. is a CFP® professional with eight years of industry experience, currently advising at Cetera. His prior roles include positions at Schwab Wealth Advisory, Charles Schwab bank, and Charles Schwab & Co., Inc. based in Newport Beach, CA. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options including discretionary and non-discretionary strategies, model portfolios, and access to third-party money managers.

Kinnie Chen is a CFP® with seven years of industry experience, currently advising at Cetera in Newport Beach, CA. Her background includes roles at Cetera Wealth Services, Securian Financial Services, and business valuation, with additional experience at Synear Foods USA LLC. She has held positions involving tax and financial group services since 2018. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operates a multi-manager platform with both affiliated and third-party managers, and manages over $256 billion in assets across more than 10,000 advisors.

Christian Bood is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and academic positions at Chapman University and Azusa Pacific University. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to third-party managers through a multi-manager platform. The firm supports various investment programs and strategies with more than 10,000 advisors and over $256 billion in assets under management.

Summer Cullen is a financial advisor with Cetera Investment Advisers LLC, holding zero years of industry experience. Her prior work includes roles at Ghost Management, Johnson Injury Law, San Diego State University, and Estancia High School. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers various portfolio management and financial planning services, utilizing multiple program structures and a multi-manager platform with access to affiliated and third-party managers.