Stephanie Mills is a financial advisor at SEIA with 26 years of industry experience. She holds a Series 66 license and has past work experience with Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of her advisory role, she volunteers with a family business, Expo3, International Inc., assisting with benefits package decisions. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process integrates strategic macro asset-allocation with tactical adjustments and employs a mix of discretionary and non-discretionary management approaches.

Matthew Outcalt is a financial advisor at SEIA with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill Lynch, and several other financial and consulting firms. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team advisory platform of approximately 140 advisors. The firm offers investment management across various models, financial planning, retirement plan consulting, and investment consulting, with an investment process that combines strategic macro asset allocation and tactical adjustments guided by quantitative and qualitative research.

Michael Hu is a CFP® professional with 11 years of industry experience. He is currently an advisor at SEIA and has previously worked at Mariner Platform Solutions, AdvicePeriod, LLC, and Jackson Financial Management. SEIA serves a diverse client base including individuals, high-net-worth clients, trusts, retirement plans, and charitable organizations through a multi-team advisory platform. The firm’s investment approach combines strategic macro asset allocation with tactical adjustments, using both quantitative and qualitative research, and primarily operates on a non-discretionary basis.

Christopher Gardner is a CFP® with 10 years of industry experience, currently serving as an advisor at SEIA in Los Angeles. He has prior experience at Towneley Capital Management and has been with SEIA since 2019. Gardner is also the owner and CEO of Crimson Dynamix LLC, an investment entity focused on structured notes. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a combination of strategic macro asset-allocation and tactical adjustments, and manages a majority of assets on a non-discretionary basis, with a diverse service mix that includes investment management, financial planning, retirement consulting, and investment consulting.