Robert Echales is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at The Hechtman Group and EchaLes, Benjamin & Simkin, LLP. His current practice operates under the name EBS Wealth Management Services. Cetera Investment Advisers LLC is an SEC-registered firm 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 and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Paul Benjamin is a CFP® and PFS™ credentialed advisor with 31 years of industry experience. He is currently a partner at The Hechtman Group, a CPA firm, and has held roles at Cetera since 2004 and Echales, Benjamin, & Simkin, LLP from 2007 to 2021. Benjamin serves as a board member for the Sedol Foundation, a nonprofit organization. He works with Cetera Investment Advisers LLC, an SEC-registered firm serving individual clients, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers.