Sergio Villavicencio is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Advanced Research Investment Solutions, LLC, and Evoke Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many client relationships.

Joseph Warsavsky is a financial advisor at MAI Capital Management, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors and Crescent Bay Advisors, Inc. He is based in Los Angeles, CA. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and tax services into many client relationships.

Darell Krasnoff is a financial advisor at MAI Capital Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. Krasnoff serves on the boards of College Track, the Music Center Foundation, and Los Angeles Team Mentoring. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services into many client relationships.

Damien Bisserier is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Evoke Advisors and Advanced Research Investment Solutions, LLC. He also participates as a member of the Product Advisory Committee for Wealthsimple Financial Corporation. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and serves both product-sponsor and advisory roles, managing a range of investments including a registered mutual fund and numerous private funds.

Alex Shahidi is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. His prior experience includes roles at Merrill and Advanced Research Investment Solutions, Llc. He serves as a client advisory board member for Bridgewater Associates. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

Phuong Thuy Dinh is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including Evoke Wealth, LLC, First Republic Securities Company, LLC, First Republic Investment Management Inc., and UBS Financial Services Inc. since 2013. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers services such as trust administration and insurance through affiliated entities.

Molly Ciprari is a financial advisor at MAI Capital Management, LLC in Los Angeles, CA, holding a Series 65 designation with one year of industry experience. Her work history includes roles at Evoke Advisors, Nuveen, and MAI Capital Management since 2025. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers additional services such as trust administration and insurance through affiliated entities.

David Hou is a financial advisor at MAI Capital Management, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Evoke Wealth, LLC, First Republic Investment Management, Inc., Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies using various investment vehicles while integrating financial planning and tax services.

Justin Amrein is a financial advisor at MAI Capital Management, LLC with Series 65 credentials and one year of industry experience. Prior to joining MAI in 2026, he worked at Evoke Advisors and Heritage Investors Management Corporation. His background also includes roles at George Washington University, Tennis Central Corp, and Chester Valley Golf Club. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutions. The firm manages a broad range of strategies and offers services that include trust administration and insurance, with $72.3 billion in assets under management as of May 2026.

Jonathan Figlin is a CFA® charterholder with three years of industry experience. He is currently associated with MAI Capital Management, LLC and has prior experience at Evoke Advisors, Offit Capital, Mozaic, and RBC Rochdale, LLC. Figlin is based in Los Angeles, CA. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a broad client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a range of strategies across equity, fixed income, ETFs, and private investments, and offers integrated financial planning and specialized advisory roles including management of registered mutual funds and private funds.

Jeffrey Dore is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Evoke Wealth, LLC and First Republic Investment Management, Inc. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a wide range of clients, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory capacities, managing significant assets and affiliated investment vehicles.

Tyler Jones is a financial advisor at MAI Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Evoke Advisors and L Squared Capital Partners, LLC prior to joining MAI Capital Management. His background also includes roles in academic admissions and education. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and integrates financial planning and tax services into many client relationships, managing over $72 billion in assets as of May 2026.

Evan Stablein is a CFP® professional with one year of industry experience, currently serving as a financial advisor at MAI Capital Management, LLC. He has previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Jonathan Boyack is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI in 2026, he held roles at Evoke Advisors, Sepio Capital, North Island Credit Union, and Benrich Service Company. He studied at Brigham Young University from 2020 to 2024. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies and offers integrated financial planning, with $72.3 billion in assets under management as of May 2026.

Monika Mugg is a Certified Financial Planner (CFP®) with 21 years of industry experience. She is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, First Republic Securities Company, Llc, Luminous Capital, LLC, and Merrill. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and serves as both an investment adviser and product sponsor, including managing a registered mutual fund and private investment vehicles.

Melanie Jones is a financial advisor at MAI Capital Management, LLC with 10 years of industry experience. She holds a Series 65 credential and has previously worked at Evoke Advisors, First Republic Investment Management, and INbalance Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning, tax, and bill-pay services into client relationships.

Elliott Brack is a financial advisor at MAI Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked at firms including Evoke Advisors, Manhattan West, and Gursey Schneider, LLP. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers customized portfolio management supported by in-house and third-party specialists, with $72.3 billion in assets under management as of May 2026.

Jason Lefton is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, First Republic Securities Company, and Luminous Capital. He is based in Los Angeles, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets, offers a range of investment strategies, and integrates financial planning and tax services into client relationships.

Peter Chang is a financial advisor at MAI Capital Management, LLC with 17 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and First Republic Securities Company, LLC. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of strategies tailored to client objectives and offers integrated financial planning, tax, and administrative services.

Michael Brimhall is a Series 65-licensed financial advisor at MAI Capital Management, LLC with five years of industry experience. His prior roles include positions at Evoke Advisors and Bel Air Advisors, as well as four years at Brigham Young University. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets as of May 2026 and offers a range of customized portfolio strategies alongside financial planning, trust administration, and insurance services.

Dillon Christensen is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked previously at Evoke Wealth, LLC and Bel Air Investment Advisors LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of customized portfolio strategies and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Andrew Palmer is a financial advisor at MAI Capital Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MAI Capital Management since 2025. His prior roles include positions at Evoke Advisors and Bel Air Securities LLC. Outside of finance, he serves as an ambassador for a medical practice focused on promoting health. MAI Capital Management provides a range of investment and wealth management services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio strategies, integrated financial planning, and serves both advisory and product-sponsor roles including managing mutual and private funds.

Kimball Driggs is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining MAI, he held positions at Evoke Advisors, Olympus Wealth Management, Morgan Stanley, and Brigham Young University. He has also worked in diverse roles outside finance, including at Brooks Pest Control and Swig Drinks. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a broad client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and serves in both product-sponsor and advisory capacities, managing over $72 billion in assets as of mid-2026.

Kareem Hout is a CFA® charterholder with six years of industry experience. He currently works at MAI Capital Management, LLC and previously held roles at Evoke Advisors and First Republic Bank. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, and institutional clients. The firm employs a range of investment strategies and integrates financial planning and tax services into client relationships.

Gary Runnells Jr. is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA. He holds a Series 65 designation and has one year of industry experience. Prior to joining MAI Capital Management, he worked at Evoke Advisors. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse clientele, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning and related services for many clients.

Michael Hatfield is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI Capital, he worked at Evoke Advisors, Clifford Swan Investment Counselors, Merrill Lynch, and Bank of America. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across various strategies and integrates financial planning and administrative services, managing over $72 billion in assets.

Lawrence Abrahams is a Series 63–licensed financial advisor with 28 years of industry experience. He is currently with MAI Capital Management, LLC and has previously worked at Evoke Advisors, Crescent Bay Advisors, Inc., and Goldman Sachs Wealth Services. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and integrates financial planning and tax services, serving both advisory and product-sponsor roles with over $72 billion in assets under management.

Mark Sear is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 registrations and 33 years of industry experience. His prior roles include positions at Evoke Advisors, First Republic Investment Management, Luminous Capital, and Merrill. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages multiple investment strategies, integrates financial planning and tax services, and serves as an investment adviser to a mutual fund and various private funds.

Ajeya Kukreja is a CFP® and holds a Series 66 license, with five years of industry experience. She is currently with MAI Capital Management, LLC and previously worked at firms including Evoke Advisors and Audent Global Asset Management. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset-allocation strategies across a broad range of investment approaches and serves in both product-sponsor and advisory roles, including managing a registered mutual fund and private investment vehicles.

Nicholas Ravden is a financial advisor at MAI Capital Management, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors, Bessemer Trust, BP Wealth Management, Merrill, and Morgan Stanley. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of strategies and offers additional services such as trust administration and insurance through affiliated entities.

Grace Park is a financial advisor at MAI Capital Management, LLC with Series 63 and Series 65 credentials and one year of industry experience. Her prior roles include positions at Diversify Advisory Services, LLC, DFPG Investments, LLC, KLK Capital Management LLC, and involvement with Radio Korea and the Korean Youth Cultural Center. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm customizes portfolio management and asset allocation using a variety of strategies and serves as adviser and manager to numerous private funds and investment-related entities.

Jose Pablo Buerba is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA. He holds a Series 66 designation and has six years of industry experience, including prior roles at Merrill Lynch, Pierce, Fenner & Smith Inc., Beverly Hills Private Wealth, LLC, and Evoke Advisors. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a range of investment strategies and offers services such as financial planning, tax, and trust administration.

Tania Gordon is a CFP® with eight years of industry experience and is currently with MAI Capital Management, LLC. Her prior roles include positions at Evoke Advisors, JP Morgan Chase Bank, First Republic Investment Management, and RBC Capital Markets. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio management strategies and combines financial planning with tax and administrative services, managing $72.3 billion in assets as of May 2026.

Eric Bright is a financial advisor at MAI Capital Management, LLC with 19 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Evoke Wealth, LLC, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning and tax services, managing $72.3 billion in assets as of May 2026.