Michael Hu is a CFP® professional with 10 years of industry experience. He currently works at SEIA and has prior experience at Mariner Platform Solutions, AdvicePeriod, LLC, and Jackson Financial Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm offers investment management, financial planning, and consulting services, with an investment process that combines strategic macro asset-allocation and tactical adjustments through both discretionary and non-discretionary models.

Eric Bond is an investment advisory representative at NWF Advisory Services Inc with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at LPL Financial and National Planning Corporation. Bond is also president of Bond Wealth Management, where he is involved in life insurance sales. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients. The firm manages approximately $3.82 billion in assets and offers a range of investment programs through an open-architecture platform that incorporates both advisor-managed and third-party model portfolios.

David Pescherine is a CFA® charterholder with 19 years of industry experience. He has been with Genter Capital Management since 2006 and previously worked at Salomon Smith Barney Inc. His practice is based in Los Angeles, CA. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, including municipal bonds, and manages both a registered fund and multiple ETFs.

Danielle Onesto is a financial advisor at Abacus Wealth Partners with 10 years of industry experience, holding a Series 65 credential. Prior to joining Abacus, she worked at Paper Portrayals for four years. Outside of her advisory role, she is an artist and owner of Danielle Onesto Art. Abacus Wealth Partners offers financial planning, consulting, and investment management services to a diverse client base including individuals, high-net-worth clients, families, and institutions. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional options for accredited investors such as private placements and illiquid private investments.

James Ahn is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Halbert Hargrove Global Advisors, where he has worked since 2012. He holds the Series 66 designation and is based in Long Beach, CA. Halbert Hargrove Global Advisors serves individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and access to independent managers and private funds, employing a documented analytical framework and combining qualitative and quantitative methods in its investment process.

Robert Castillo is a CFP® professional with 16 years of experience in financial advising. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki Wealth & Investment Management since 2010. In addition to his advisory role, Castillo serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and coordinating client services. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities. The firm employs tailored portfolio strategies with ongoing monitoring and offers services such as wealth management, pension consulting, and access to alternative investments, alongside digital tools and standardized programs to manage a high client load.

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.

Christopher Gardner is a financial advisor at SEIA with 10 years of industry experience. He holds the CFP® designation as well as Series 65 and Series 63 licenses. Prior to joining SEIA, he worked at Towneley Capital Management, Inc. from 2015 to 2019. Gardner is also the owner and CEO of Crimson Dynamix LLC, an investment account focused on structured notes. 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’s investment process combines strategic macro asset allocation with tactical adjustments, employing both discretionary and non-discretionary management approaches.

Miguel Corral Jr. is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked at Infinex Investments, Inc., Banc of California, Essex National Securities, LLC, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer structure that combines firm supervision with delegation of investment management to its representatives.

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.

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.

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 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.

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 holds a Series 65 license with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC and InterOcean Capital Group, LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, advisory services, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive portfolio approach using a combination of active and passive strategies, third-party managers, and private funds.