Stephanie Mills is a financial advisor at SEIA with 26 years of industry experience. She holds a Series 66 license and has past work experience with Royal Alliance Associates, Inc. and Signator Investors Inc. Outside of her advisory role, she volunteers with a family business, Expo3, International Inc., assisting with benefits package decisions. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and institutional and charitable clients through a multi-team platform of approximately 140 advisors. The firm’s investment process integrates strategic macro asset-allocation with tactical adjustments and employs a mix of discretionary and non-discretionary management approaches.

Emanuel Delgado is a financial advisor with RBC Securities, Inc. in Lawndale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with City National Securities since 2013. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm is registered as both an SEC investment adviser and a FINRA broker-dealer and delivers financial planning, portfolio management, and ongoing reporting to its clients.

Muzaffar Ahmed is a financial advisor with NewEdge Wealth, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining NewEdge Wealth in 2022, he worked at UBS Financial Services for ten years. Outside of his advisory role, he serves on the board of directors of a real estate LLC focused on property management. NewEdge Wealth primarily serves ultra-high-net-worth individuals and families, as well as foundations, endowments, and other institutional or charitable clients. The firm offers comprehensive advisory services and employs a multi-strategy investment process that includes proprietary solutions and third-party managers across various asset classes.

Matthew Outcalt is a financial advisor at SEIA with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Merrill Lynch, and several other financial and consulting firms. 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 offers investment management across various models, financial planning, retirement plan consulting, and investment consulting, with an investment process that combines strategic macro asset allocation and tactical adjustments guided by quantitative and qualitative research.

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.

Julia Andrews is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. She has four years of industry experience, including roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Monarch Wealth & Retirement Strategies. Andrews also operates as an independent insurance agent through Monarch Wealth & Retirement Strategies. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Michael Hu is a CFP® professional with 10 years of industry experience. He currently works at SEIA and has prior experience at Mariner Platform Solutions, AdvicePeriod, LLC, and Jackson Financial Management. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team advisory platform of roughly 140 advisors. The firm offers investment management, financial planning, and consulting services, with an investment process that combines strategic macro asset-allocation and tactical adjustments through both discretionary and non-discretionary models.

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.

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.

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 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 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.