Charles Hastings is a financial advisor at Checchi Capital Advisers, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has held previous positions at multiple B. Riley entities as well as National Securities Corporation. Hastings serves as a board director for Applied Digital. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, offering strategies including core global index replication, risk parity, and opportunistic derivative use.

Haiyang Zhang is a financial advisor with Checchi Capital Advisers, LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked in various roles at Checchi Capital Advisers since 2012 and was previously with Arbor Court Capital LLC from 2013 to 2020. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, employing a quantitatively driven investment process that uses proprietary models to construct globally diversified equity and fixed-income portfolios. The firm is notable for its role as a private fund adviser to insurance-dedicated vehicles, sub-advisory services to other advisers, and its transparent disclosure practices.

Luca Pasquini is a financial advisor at Checchi Capital Advisers, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and engaged in other roles including at Rita's Italian Ice. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals as well as institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models and offers diversified equity and fixed-income portfolios, often implemented with ETFs and tax-optimization strategies.

Anne Slevin is an advisor at Checchi Capital Advisers, LLC with a Series 65 designation and two years of industry experience. Prior to joining Checchi Capital Advisers in 2024, she worked at Greenlight Guru from 2021 to 2024 and was a student and intern from 2016 to 2021. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implemented with ETFs and tax-optimization strategies, and is notable for its role as a private fund adviser to insurance-dedicated vehicles and sub-advisory services to other advisers.

Kevin Kiely is a financial advisor at Checchi Capital Advisers, LLC with three years of industry experience. He holds a Series 65 designation. His prior work experience includes positions at Deloitte and Berry Global, as well as a period studying at Southern Methodist University. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and a variety of institutional and pooled clients. The firm uses quantitatively driven investment strategies employing proprietary models, ETFs, and tax-optimization techniques across globally diversified equity and fixed-income portfolios.

Gerron Duhon is a financial advisor at Checchi Capital Advisers, LLC with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Checchi Capital Advisers in 2026, he held roles at PNC and Merrill. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and institutional clients, using quantitatively driven investment strategies that emphasize global diversification, tax optimization, and risk management. The firm also offers sub-advisory services and manages insurance-dedicated pooled funds.

Kim Petersen is a financial advisor at Checchi Capital Advisers, LLC in Houston, TX, with three years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked as a consultant and in roles outside the financial industry. Petersen serves on the boards of a sustainable farming startup, a related charitable foundation, and the Association of Corporate Growth-Houston, and is involved with the University of Texas McCombs School of Business Parent Council and the Chancellor’s Council Executive Committee. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals and various institutional clients. The firm uses a quantitatively driven investment process to construct globally diversified portfolios, offering strategies that include core global index replication and risk-parity composites, along with sub-advisory and private fund advisory services.

Adam Checchi is a financial advisor at Checchi Capital Advisers, LLC in Beverly Hills, CA, holding a Series 65 designation with 19 years of industry experience. He has been with Checchi Capital Advisers since 2007 and previously worked at Checchi Capital Fund Advisers, LLC from 2012 to 2021. Outside of his advisory role, he manages several private investment entities and serves as a director for a Bermuda-based reinsurance company. Checchi Capital Advisers provides discretionary portfolio management primarily for high-net-worth individuals along with various institutional and pooled clients. The firm employs a quantitatively driven investment process using proprietary models to construct globally diversified portfolios, often implementing strategies with ETFs, tax optimization, and transaction-cost reduction.