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.

Sandra Parracino is a Series 66 licensed advisor at Summit Financial, LLC with 16 years of industry experience. She previously worked at Merrill and Bank of America, N.A. Prior to joining Summit Financial, she was with Private Client Services. Outside of her advisory role, she owns and teaches yoga at Yoga Rebel Studio in La Canada, CA. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for roughly 17,800 clients. The firm offers a range of investment advisory and portfolio management programs with both discretionary and consultative approaches.

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.

Robert Sullivan III is a financial advisor with HBW Advisory Services LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at multiple firms including Cetera Advisor Networks and Goldhorn Capital Management LLC, which he owns. Outside of financial advising, he is co-owner of Raghorn Ranch Land & Cattle Co LLC, where he assists with horse training and agricultural activities. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and institutional plans. The firm employs a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, and it offers sub-advisory and wrap-fee portfolio services through partnerships such as Betterment Institutional.

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 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.

Ethan Samuels is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions with New York Life Insurance Co, Guardian Life Insurance Company, and Park Avenue Securities. Outside of advisory work, he is involved in insurance brokering and offers client referrals for estate planning and deferred sales trust services. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach.

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.

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.

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.

Ronald Bertke is a financial advisor at Hornor, Townsend & Kent, LLC with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2009. Outside of advisory work, he is also engaged in life insurance brokerage for multiple carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory services with broker-dealer capabilities and employs a network of advisers who implement client strategies through third-party asset manager relationships under a supervisory framework.

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.

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.

Irwin Mazur is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer since 2005, following five years at Morgan Stanley Dw Inc. He serves as a trustee of his personal trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of programs including asset management, consulting, and retirement services, utilizing both discretionary and non-discretionary approaches.

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.

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.

Shane Hamashige is a CFP® and Series 66 licensed advisor at Osaic Advisory Services, LLC with eight years of industry experience. He has previously worked with Arbor Point Advisors and Securities America Advisors. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of managed programs, retirement plan consulting, financial planning, and access to alternative investments, utilizing a combination of fundamental and technical analysis alongside various investment strategies.