Kaosheng Lin is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes positions at LPL Financial and Cathay Bank, where he has worked since 2015. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and consulting services through a multi-manager platform with options ranging from automated allocations to bespoke strategies.

John Heller is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. His prior roles include positions at Cathay Bank and City National Securities, and he serves as a compliance officer for Cathay Bank. He is also a board member of his homeowner's association. Cetera Investment Advisers LLC is an SEC-registered firm providing a broad range of investment management and financial planning services to individual, corporate, charitable, and institutional clients through a nationwide network of advisors. The firm offers diverse portfolio management options, including model portfolios, third-party managers, and customized strategies, with over $256 billion in assets under management.