Xin Li is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Xin has worked at Cetera and Cetera Investment Services LLC since 2024 and has additional experience at Cathay Bank since 2021. Prior to his advisory career, he was affiliated with New York University and Michigan State University. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with multiple program structures and custodial relationships.

Courtney Shan is a financial advisor with Cetera, holding a Series 66 designation and six years of industry experience. Her career includes roles at Cathay Bank, East West Bank, Bank of America, Merrill, and multiple positions within the University of California system. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform that includes both affiliated and third-party investment options.