Taylor Parrillo is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. He has worked at Cetera and its affiliated entities since 2020 and previously at Bayview Asset Management. Parrillo serves on the advisory board of a nonprofit organization at the University of California, Riverside, and is involved in tax preparation services through a separate business. Cetera is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Robert Fagan is a financial advisor at Cetera with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. He has worked with firms including Madison Avenue Securities and First Allied Advisory Services. Outside of advising, he owns Proactive Tax Systems LLC, a tax preparation business. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporations, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a nationwide network of over 10,000 advisors.

John Parrillo Jr. is a CFP® and ChFC® with 35 years of industry experience. He is currently with Cetera in San Diego, CA, where he has worked since 2020. His prior experience includes roles at First Allied Advisory Services and First Allied Securities. Outside of his advisory work, he is also a writer and has been involved in marketing and insurance activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, including access to third-party managers and model portfolios, supporting both discretionary and non-discretionary strategies.