William Upson is a financial advisor with NWF Advisory Services Inc, holding a Series 63 designation and bringing 41 years of industry experience. He has been with NWF Advisory Services since 2009 and has also worked at Royal Alliance Associates, Inc. since 1989. Outside of his advisory work, he serves as president of St. Bernie's Press, which distributes a book on long-term care alternatives with proceeds benefiting multiple charities, and he is involved with the Las Aguilas & Eagle Scholarship Foundation, overseeing scholarships for Eagle Scouts. NWF Advisory Services primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, and trust and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, focusing on strategic long-term investing alongside tactical strategies.

James Kennally is a financial advisor at Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation with 37 years of industry experience. He has been with Wedbush Morgan Securities since 2002. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients across a range of sectors including wealth management, fixed income, and capital markets. The firm offers tailored portfolio management strategies and provides custodial, clearing, and prime services.

Christopher Gardner is a CFP® with 10 years of industry experience, currently serving as an advisor at SEIA LLC. His prior experience includes roles at Towneley Capital Management, Inc. and SES LLC. He is also the owner and CEO of Crimson Dynamix LLC, an investment entity focused on purchasing structured notes. SEIA is a multi-team SEC-registered advisory firm with roughly 142 advisors serving about 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a broad range of portfolio management, financial planning, and consulting services, employing a combined strategic and tactical investment process to create client-specific Investment Policy Statements.

Jack Balestrieri is a financial advisor at Wedbush Securities Inc. with two years of industry experience. His prior roles include positions at First Trust Portfolios L.P. and First Trust Advisors L.P. He holds the Series 66 designation. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm also delivers portfolio management strategies tailored to client objectives and risk tolerances, along with custodial, clearing, and prime services.

Perry Johnson III is a CFP® with 15 years of experience in financial planning and asset management. He is currently with Sovran Advisors, LLC, and also affiliated with Cetera Wealth Services, The Financial Collective, and has a background including LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of advisory work, he is involved in fixed insurance sales focusing on life, disability, annuities, and long-term care products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management through discretionary and non-discretionary programs. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Wu has worked at Citigroup since 2017, including roles at Citibank N.A. prior to joining the current firm, and has prior experience in retail at Bloomingdales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Bailey Burke is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. Prior to joining Schwab, Bailey worked six years at The Vanguard Group, Inc. and has experience in various roles including political campaigns and university positions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach uses Charles Schwab & Co.’s asset-allocation models and internal research tools to deliver tailored recommendations, focusing on client authorization for trades without discretionary authority.

Akiva Fialkoff is a CFP®-certified financial advisor with eight years of industry experience, currently serving at Schwab Wealth Advisory in Los Angeles, CA. He has previously worked at J.P. Morgan Securities LLC and Deutsche Bank Securities Inc. Fialkoff is a partial owner and silent partner in several real estate ventures. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Futoshi Hoshino is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Independent Financial Group in 2018, he worked at Centaurus Financial INC. from 2016 to 2018. Outside of his advisory role, Hoshino is president and owner of B-Global Agency, a sports athlete representation and management company. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms, utilizing both firm and third-party models that incorporate strategic asset allocation and ongoing due diligence.

Roberto Groag is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has been with TIAA-CREF since 2007. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers a range of investment solutions including model portfolios and customized management within a vertically integrated structure.

Shawn Lawson is a financial advisor at EP Wealth Advisors with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and in various roles including managing tax services at EWM Tax Solutions. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes customized model portfolios and combines fundamental, technical, and cyclical analysis with alternative investment strategies and third-party manager oversight.

Galina Aliferova is a financial advisor at MAI Capital Management, LLC with three years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley. Outside of finance, she is involved in acting as a background cast member and production assistant on set, as well as driving for Uber. MAI Capital Management provides comprehensive wealth management and investment services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers customized portfolio strategies, integrated financial planning, and fiduciary services.

Brian Yip is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked in financial services since 2021. In addition to his advisory role, he is a business development coordinator at Advantec Consulting Engineers and an accountant for Green Dot Public Schools. Transamerica Financial Advisors serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers advisory and broker-dealer services featuring proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Sergio Villavicencio is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Evoke Advisors, Advanced Research Investment Solutions, LLC, and Merrill. Villavicencio 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 individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and integrates financial planning and tax services into client relationships.

Tae Livermore is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC, with seven years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Charles Schwab & Co., Inc., and VP Distributors LLC. Outside of finance, his background includes roles in the hospitality and insurance sectors, as well as positions connected to Ithaca College and local government. Kayne Anderson Rudnick offers discretionary investment management and sub-advisory services to a diverse client base, including institutional investors, family offices, and high-net-worth individuals. The firm emphasizes fundamental, company-level research and integrates proprietary governance and sustainability assessments into its investment process across a broad range of equity and fixed-income strategies.

Derek Mclaughlin is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has worked at Commonwealth Financial Network and Advisory Group West since 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including custom portfolio solutions and wealth management, supported by comprehensive back-office operations and technology.

Brock Nye is a financial advisor at EP Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at EP Wealth Advisors as well as positions outside the financial services sector, such as running a tree service business and involvement with Southern Virginia University. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, and provides ancillary services like tax preparation and estate-document assistance for certain clients.

Justin Hackman is a CFP® and holds a Series 66 license with three years of industry experience. He currently works at Lido Advisors, LLC and has previously been employed by Ameriprise, U.S. Bank, Stillwater Investment Management, and Goff Investment Group. Outside of finance, he has experience working at Oak Glen Golf Course and Landscapes Unlimited. Lido Advisors serves a diverse client base including high-net-worth individuals, family offices, charitable organizations, and institutional investors. The firm offers integrated wealth management with a range of investment strategies and affiliated services such as trust, tax, insurance, and brokerage.

Charles Hackerman is a CFA® charterholder and holds a Series 65 license, with 25 years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent 25 years at Gamble Jones Investment Counsel. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security investments, with access to alternative and private market solutions.

Wesley Yamada is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including 1847Financial LLC, Fountainhead Capital Management, and MassMutual Life Insurance Company. Outside of advisory roles, he is involved in selling and managing life insurance through separate agencies. Lido serves a diverse client base that includes high-net-worth individuals, family offices, and institutional investors. The firm employs an integrated wealth-management approach with a focus on asset allocation, tactical option strategies, and offers a range of affiliated trust, tax, insurance, and brokerage services.