Sandra Parracino is a financial advisor at Summit Financial, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Merrill, Bank of America, N.A., and Private Client Services. Outside of finance, she owns and teaches at Yoga Rebel Studio in La Canada, California. Summit Financial, LLC is a multi-team advisory firm with over $26 billion in assets under management and serves approximately 17,800 clients. The firm offers a mix of discretionary and consultative investment management, financial planning, and retirement plan advisory services.

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 CFP® with 10 years of industry experience, currently serving as an advisor at SEIA in Los Angeles. He has prior experience at Towneley Capital Management and has been with SEIA since 2019. Gardner is also the owner and CEO of Crimson Dynamix LLC, an investment entity focused on structured notes. SEIA is a multi-team advisory firm with approximately 140 advisors, serving individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients. The firm employs a combination of strategic macro asset-allocation and tactical adjustments, and manages a majority of assets on a non-discretionary basis, with a diverse service mix that includes investment management, financial planning, retirement consulting, and investment consulting.

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 with Schwab Wealth Advisory in Los Angeles. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal asset-allocation models and research tools.

Sergio Villavicencio is a financial advisor at MAI Capital Management, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill, Advanced Research Investment Solutions, LLC, and Evoke Advisors. 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 offers customized portfolio management across various strategies and integrates financial planning, tax, and bill-pay services into many 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® with three years of industry experience, currently serving as an advisor at Lido. His prior work experience includes roles at Ameriprise, U.S. Bank, Stillwater Investment Management, and Goff Investment Group. Outside of financial services, he has been involved with Oak Glen Golf Course and spent time at Hill Murray High School and the University of St. Thomas. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach focusing on diversification across various asset classes and options-based strategies, managing assets primarily on a discretionary basis while utilizing third-party managers and sub-advisers when appropriate.

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 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.

Damien Bisserier is a financial advisor at MAI Capital Management, LLC with 11 years of industry experience. He holds a Series 65 credential and previously worked at Evoke Advisors and Advanced Research Investment Solutions, LLC. He also participates as a member of the Product Advisory Committee for Wealthsimple Financial Corporation. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio strategies and serves both product-sponsor and advisory roles, managing a range of investments including a registered mutual fund and numerous private funds.

Alex Shahidi is a financial advisor at MAI Capital Management, LLC with 27 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. His prior experience includes roles at Merrill and Advanced Research Investment Solutions, Llc. He serves as a client advisory board member for Bridgewater Associates. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, and institutional clients. The firm offers customized portfolio management across multiple strategies and serves in both product-sponsor and advisory roles, managing significant assets and affiliated investment vehicles.

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.

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.

Rosemarie Robinson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Kestra Advisory since 2019 and has worked with Kestra Investment Services, LLC since 2006. Outside of her advisory role, she is involved in insurance through Roth & Robinson Insurance Services Inc. and serves as trustee for the Terrence & Rosemarie Robinson Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.