Matthew Outcalt is a financial advisor at SEIA with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill Lynch. SEIA is an SEC-registered multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing a combined strategic and tactical investment approach overseen by an Investment Solutions Group and Investment Committee.

Rylan Folts is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at several firms including Cambridge Investment Research, WealthFeed, and JPMorgan. Folts is the founder of WealthFeed, a technology services company. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm provides portfolio management, financial planning, and retirement plan consulting, offering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and integrates operational platforms such as Cambridge’s CMAP and WealthPort wrap programs.

Jeromy Park is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Royal Alliance from 2017 to present and at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is a partner in a property leasing business. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside short-term tactical strategies.

Michael Hu is a CFP® professional with 11 years of industry experience. He is currently with SEIA and has previously worked at Mariner Platform Solutions, AdvicePeriod, LLC, and Jackson Financial Management. SEIA is a multi-team advisory firm with approximately 142 advisors serving around 9,500 clients, including individuals, trusts, retirement plans, and institutional entities. The firm follows a structured investment process that integrates strategic and tactical asset allocation and offers a variety of portfolio management and financial planning services.

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 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.

Robert Soriano is a financial advisor at MissionSquare Retirement with six years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Pasadena City College among other roles. Outside of his advisory career, he manages a family trust that operates rental apartments. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and a total wealth approach.

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.

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.

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.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Wu has worked at Citigroup since 2017, including roles at Citibank N.A. prior to joining the current firm, and has prior experience in retail at Bloomingdales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and operations as a swap dealer and futures commission merchant.

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.

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.