Ian Lee is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 license and has been with Cetera and its related entities since 2013. Outside of his advisory role, Lee serves on the investment committee for the Walnut Creek Presbyterian Church Foundation and is a member of the stewardship committee at Walnut Creek Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of advisors. The firm offers a range of portfolio management and financial planning services with access to various program platforms and third-party managers.

Stephen Lee is a financial advisor with Cetera who holds a Series 66 designation and has five years of industry experience. He has worked at Cetera Wealth Services, LLC since 2021 and is the owner of Redwood Wealth, a financial services firm. Prior to his financial advisory career, he was employed at the New York City Department of Small Business Services from 2015 to 2023. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.