Christian Cordoba is a CFP® professional with 33 years of experience in financial advising. He has worked at Mutual Advisors, LLC since 2019 and previously held roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and California Retirement Advisors Group, Inc. Outside of financial advising, Cordoba is an independent insurance agent and serves on the Torrance Memorial Professional Advisory Council as a volunteer. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through 123 advisors, serving individual, institutional, trust, and retirement plan clients. The firm offers a range of services including asset management and financial consulting, utilizing a combination of passive and active investment strategies tailored to client objectives.

Ricky Ackerman is a CFP® professional with six years of industry experience, currently affiliated with Mutual Advisors, LLC. He has previously worked with California Retirement Advisors, where he accumulated ten years of experience. Mutual Advisors provides investment management, financial planning, and consulting services to a diverse client base, including individuals, high-net-worth clients, trusts, retirement plan participants, and institutional investors such as sovereign wealth funds. The firm employs a combination of active and passive strategies and offers operational flexibility with approximately $8.5 billion in assets under management.

Arcadia Keane is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and eight years of industry experience. She previously worked at California Retirement Advisors Group, Inc. and First Allied Securities Inc. Outside of her advisory role, Keane serves as co-treasurer for the MBX Foundation, a nonprofit supporting indoor and beach volleyball boosters. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion and serving over 8,000 clients through 123 advisors. The firm offers asset management and financial consulting to individuals, institutions, trusts, and retirement plans, employing a range of investment strategies tailored to client objectives.

Victoria Wilk is a financial advisor at Mutual Advisors, LLC with 16 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group and First Allied Advisory Services. Outside of her advisory role, she is the founder and designer of Shaque D'Amour, a French home design and decor business, and also provides marketing and copywriting consulting for small businesses. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants with a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing both passive and active investment strategies tailored to client objectives.

Maili Bergman is a financial advisor with Mutual Advisors, LLC, holding a Series 65 designation and four years of industry experience. She has worked at Mutual Advisors since 2021 and previously at Blueshirt Group. Outside of her advisory role, she operates MB Global Enterprises, LLC and manages a lifestyle blog and career coaching service focused on professional women. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.

William Pettus is a CFP® professional with 21 years of industry experience. He is currently with Mutual Advisors, LLC and has held roles at affiliated firms such as Mutual Securities, Inc. and previously at California Retirement Advisors Group and First Allied Advisory Services. Pettus is also an independent insurance agent, offering fixed and variable life insurance, annuities, and long-term care insurance as a sole proprietor. Mutual Advisors provides investment management, financial planning, and ERISA plan advisory services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm employs both active and passive strategies and supports a range of operational platforms to tailor portfolios and service diverse client needs.

Anthony Fratello is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Mutual Advisors, LLC since 2020 and previously spent ten years at First Allied Securities, Inc. Outside of his advisory role, he is an associate with CA Tax Planners, focusing on tax and estate planning strategies. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion across 123 advisors and serving over 8,000 clients. The firm offers asset management, financial consulting, ERISA plan advisory, and wrap fee programs to individuals, institutions, trusts, and retirement plans, employing a mix of passive and active investment strategies tailored to client objectives.