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.

Bailey Burke is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. He previously worked at The Vanguard Group, Inc. for six years and has experience with several political and educational organizations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across multiple asset classes. The firm operates within the Schwab ecosystem and uses standardized asset allocation models and research tools, with final investment decisions made by clients.

Akiva Fialkoff is a CFP®-credentialed financial advisor with eight years of industry experience, currently serving with Schwab Wealth Advisory in Los Angeles, CA. His prior experience includes roles at J.P. Morgan Securities LLC and Deutsche Bank Securities Inc. He is also listed as a partial owner and silent partner in several real estate ventures. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory program, utilizing asset allocation models and Schwab research tools to deliver customized investment recommendations. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on annual reviews and education while leaving final trading decisions to clients.

Futoshi Hoshino is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Centaurus Financial Inc. and is also the president and owner of B-Global Agency, a sports athlete representation and management company. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors with investment advisory programs, financial planning, and retirement plan services. The firm offers a range of portfolios and utilizes both in-house and third-party investment models, operating as both a registered investment adviser and an active broker-dealer.

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.

Brian Yip is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. He has held roles at Transamerica Financial Advisors since 2026 and also works as an accountant for Green Dot Public Schools and as a business development coordinator for Advantec Consulting Engineers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and RIA, providing a range of fee-based and commission-based products.

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.

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.