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Kristin B

Series 65, Series 63

Santa Ana, CA

Cetera

Kristin Brkich is a financial advisor at Cetera with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JMB Financial Managers, Inc. since 1992, where she currently serves as Corporate Treasurer. Outside of her advisory role, she is the Chairperson of the Board of Directors at Servite High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, employer, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers various portfolio management and advisory services, utilizing a multi-manager platform with a wide range of investment options and program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Stephanie K

Series 66

Santa Ana, CA

Cetera

Stephanie Kikawa is a financial advisor with Cetera, holding a Series 66 designation and currently based in Santa Ana, CA. She has been with Cetera and Cetera Advisors LLC since 2026 and also has experience with JMB Financial Managers since 2023. Prior to her advisory roles, she spent six years at the Riverside County Office of Education. Cetera Investment Advisers LLC is an SEC-registered firm serving 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, supporting both discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Jack B

CFP®, Series 63

Santa Ana, CA

Cetera

Jack Brkich III is a CFP® professional with 35 years of industry experience, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and maintains an ongoing advisory role at JMB Financial Managers, Inc. Outside of his advisory work, he serves as a board member on the finance council of St. Cecilia Church in Tustin, CA. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual and institutional clients through a variety of portfolio management and retirement plan services. The firm offers a multi-manager platform with flexible investment options, including affiliated and third-party managers, automated allocations, and bespoke strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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