Jack Balestrieri is a Series 66 licensed advisor at Wedbush Securities Inc. with two years of industry experience. Prior to joining Wedbush, he worked at First Trust Portfolios L.P. and First Trust Advisors L.P. He also has experience outside the financial sector, including a role at Caddie Now. Wedbush Securities serves a diverse client base, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Perry Johnson III is a CFP® with 15 years of experience in financial planning and asset management. He is currently with Sovran Advisors, LLC, and also affiliated with Cetera Wealth Services, The Financial Collective, and has a background including LPL Financial, Trilogy Capital, Trilogy Financial Services, and National Planning Corporation. Outside of advisory work, he is involved in fixed insurance sales focusing on life, disability, annuities, and long-term care products. Sovran Advisors serves individuals, corporations, and retirement plan sponsors by providing financial planning, advisory relationships, and portfolio management through discretionary and non-discretionary programs. The firm employs a combination of active and passive investment strategies and offers access to third-party managers and unified managed account platforms.

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.

Roberto Groag is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 and Series 63 designations and has been with TIAA-CREF since 2007. Outside of his advisory role, he is a co-owner of a real estate LLC with his brother. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, with a fiduciary standard applied to its advisory services.

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.

Derek Mclaughlin is a financial advisor with Commonwealth Financial Network, holding the CFP® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has worked at Commonwealth Financial Network and Advisory Group West since 2009. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services, including custom portfolio solutions and wealth management, supported by comprehensive back-office operations and technology.

Charles Hackerman is a CFA® charterholder and holds a Series 65 license with 25 years of industry experience. He has been with Cerity Partners LLC since 2023 and previously spent 25 years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, foundations, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

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 with Oppenheimer in Tarzana, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2005. Outside of his advisory role, he serves as a trustee of his personal trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Justin Brennan is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Prior to joining Capital Group Private Client Services in 2021, he worked for Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm employs a multi-manager approach called the “Capital System,” emphasizing fundamental research and a long-term investment horizon.

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.

Jennifer Morris Montes is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Independent Financial Group and Professional Advisory Services since 2022. Outside of financial advising, she volunteers as an attorney providing legal services at The Law Offices of Hart, Mieras, Morris and assists with implementation and training on phone systems for VIP System Design, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and utilizes various advisory programs and third-party managers.

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.