Roberto Groag is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 and Series 63 designations and has been with TIAA-CREF since 2007. Outside of his advisory role, he is a co-owner of a real estate LLC with his brother. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, with a fiduciary standard applied to its advisory services.

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.

Sergio Villavicencio is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds Series 65 and Series 63 registrations. His prior experience includes roles at Evoke Advisors and Advanced Research Investment Solutions, 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 manages $72.3 billion in assets and offers a range of customized portfolio strategies across equities, fixed income, ETFs, and private investments.

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 at firms including Merrill and Charles Schwab & Co., Inc. Outside of finance, his work history includes roles at Pie Five Pizza and Chipotle Mexican Grill. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, emphasizing fundamental company-level research and incorporating governance and sustainability assessments into its investment process. The firm manages a range of active equity and fixed-income strategies and serves diverse client types including pension plans, insurers, family offices, and sovereign wealth funds.

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.

Charles Hackerman is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with Cerity Partners LLC since 2023 and previously spent 25 years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Wesley Yamada is a financial advisor at Lido with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lido Advisors, LLC since 2025. His prior experience includes roles at Fountainhead Capital Management, MML Investors Services, and MassMutual Life Insurance Company. Outside of his advisory work, he is an individual agent with MassMutual, involved in selling and managing life insurance. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, and corporations. The firm offers integrated wealth management with diversified investment strategies across multiple asset classes and manages assets on a discretionary basis, often utilizing third-party managers and sub-advisers.

Irwin Mazur is a financial advisor at Oppenheimer in Los Angeles, CA, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Oppenheimer for 21 years. Outside of his advisory work, he serves as a trustee of his personal trust. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering various advisory programs including discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm employs diverse investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of December 31, 2025.

Justin Brennan is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” that emphasizes fundamental research and long-term investing. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Joseph Warsavsky is a financial advisor with MAI Capital Management, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Crescent Bay Advisors, Inc. for twelve years and Evoke Advisors for two years before joining MAI Capital Management. 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 offers customized portfolio strategies across multiple asset classes and serves both product-sponsor and advisory roles, managing over $72 billion in assets.

Darell Krasnoff is a financial advisor at MAI Capital Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Evoke Advisors, Bel Air Securities LLC, and Bel Air Investment Advisors LLC. He 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 range of strategies through in-house portfolio managers, third-party sub-advisers, and unified managed account models, with assets under management of $72.3 billion as of May 31, 2026.

Ann Tung is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across various segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale combined with unique market roles, including swap dealer and futures commission merchant functions.

Damien Bisserier is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Evoke Advisors and Advanced Research Investment Solutions, LLC. Bisserier serves as an advisor and member of the Product Advisory Committee at Wealthsimple Financial Corporation, a Canadian online investment management firm focused on millennials. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning, tax, and bill-pay services in many client relationships.

Alex Shahidi is a CFP®, CFA®, and ChFC® professional with 26 years of experience in the financial industry. He currently serves at MAI Capital Management, LLC and has held roles at firms including Evoke Advisors and Advanced Research Investment Solutions, LLC. Shahidi is also a Client Advisory Board member at Bridgewater Associates. MAI Capital Management, LLC offers discretionary and non-discretionary investment management, wealth management, and retirement plan consulting to individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and provides customized portfolio management across a variety of strategies, including equity, fixed income, ETFs, and private investments.

Mark Bergsohn is a CFP®, CFA®, and Series 65 credentialed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and InterOcean Capital, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that incorporates fundamental and quantitative analysis, with a wide range of investment options and an extensive network of affiliated service companies and product relationships.

Patrick O'Hara is a CFP® with 29 years of industry experience, currently serving as an advisor at EP Wealth Advisors. He previously worked for Wacker Wealth Partners for 11 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Abraham Israeli is a CFP®, CFA®, and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Cerity Partners LLC and has prior experience at Running Point Capital Advisors, LLC, and Kennedy Wealth Management, LLC. He also operates as an independent insurance agent. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens, offering a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

Steven Uy is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Monarch Grove Wealth Strategies and Insurance Solutions, Island Wealth Strategies and Insurance Solutions, and Eagle Strategies LLC. Outside of his advisory work, he officiates weddings for friends and family through American Marriage Ministries. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ana Rosa Jacquez Rodarte is a Series 66-credentialed financial advisor with five years of industry experience. She has worked with Citigroup Global Markets since 2021 and previously held roles at Wells Fargo Bank and Citibank, N.A. in the Los Angeles area. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives trading.