Ali Banki is a financial advisor at RBC Securities, Inc. with 15 years of industry experience. He holds the Series 66 designation and has previously worked at City National Securities, Inc., U.S. Bancorp Investments, Inc., and US Bank. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm’s investment management is provided by an affiliated sub-advisor, RBC Rochdale, which constructs asset allocation strategies and manages portfolios using mutual funds, ETFs, and individual securities.

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.

Morten Roness is a financial advisor with SteelPeak Wealth, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with SteelPeak Wealth Management since 2016. SteelPeak Wealth, LLC serves a diverse client base, including individual investors, pension plans, trusts, charities, family offices, private funds, and registered investment companies. The firm offers financial planning, retirement plan consulting, discretionary portfolio management, alternative strategies, and private placement investment consulting, utilizing proprietary and custom model portfolios as well as conducting due diligence on private securities for qualified clients.

Danielle Onesto is a financial advisor at Abacus Wealth Partners with 10 years at the firm and a total of 5 years of industry experience. She holds a Series 65 credential and previously worked at Paper Portrayals for four years. Outside of advisory work, she is the owner and artist of Danielle Onesto Art, a fine art business. Abacus Wealth Partners serves individuals, families, and various entities with financial planning and investment management, using a passive, asset-class investment approach that incorporates ESG screening and tailors portfolios to clients’ risk profiles. The firm also sponsors the Align Impact private fund and offers access to private placements for qualified clients.

Robert Soriano is a financial advisor at MissionSquare Retirement with six years of industry experience and holds a Series 66 designation. Prior to joining MissionSquare in 2022, he worked at Edward Jones from 2019 to 2022 and has held various roles in education and other sectors. Outside of his advisory role, he manages rental apartment properties as an onsite manager. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. The firm offers personalized investment advice through its Guided Pathways program, utilizing models and portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

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®-designated financial advisor with SEIA in Los Angeles, CA, and has 10 years of industry experience. His prior work includes roles at Towneley Capital Management and SES LLC. Gardner is also the owner and CEO of Crimson Dynamix LLC, an investment entity focused on purchasing structured notes. SEIA provides investment advisory and planning services to individuals, trusts, estates, retirement plans, and corporate clients. The firm employs a client-driven six-step investment process combining strategic and tactical asset allocation, managing roughly $22.5 billion in assets across discretionary and non-discretionary strategies.

Miguel Corral Jr. is a financial advisor with OSAIC Institutions, Inc. based in Whittier, CA. He holds a Series 63 designation and has 31 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Banc of California. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, and access to alternative investments, delivering advice primarily through a network of investment adviser representatives who utilize a mix of fundamental and technical analysis.

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 with EP Wealth Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining EP Wealth Advisors in 2024, he held roles at EWM Tax Solutions, where he also serves as manager, Private Client Services, Executive Wealth Management, and Charles Schwab. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with a suitability-driven investment process.

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 credential and one year of industry experience. Prior to joining EP Wealth Advisors, he held various roles including positions at Southern Virginia University and entrepreneurial ventures such as Nye's Tree Service. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning through a suitability-driven process, utilizing a range of investment vehicles and offering additional services including tax preparation and estate-document facilitation.

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.