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.

Max Seeget is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Wedbush Securities Inc. since 2014. Wedbush Securities serves individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, advanced clearing, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

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 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.

Craig Watanabe is a CFP® professional with 43 years of industry experience, currently advising at Diversify Advisory Services, LLC. His prior roles include positions at DFPG Investments, Inc., American Financial Network Advisory Services, LLC, Core Compliance & Legal Services, Inc., United Planners' Financial Services, and Penniall & Associates, Inc. In addition to his advisory work, he provides compliance consulting services and is also licensed as an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, using a tactical diversification and individualized asset allocation approach tailored to client goals and risk tolerance.

Terence Welsh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior experience includes roles at Wedbush Securities dating back to 2017 and at D.A. Davidson & Co. from 2015 to 2017. Wedbush Securities serves a diverse range of clients, including individuals, high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in assets, and provides a mix of managed account solutions alongside commission-based brokerage and capital markets services.

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.

Austin Gewecke is a CFA® charterholder with two years of industry experience. He is currently an advisor at Clifford Swan Investment Counselors, where he has worked since 2022. His prior roles include positions at Stifel, Cambridge Associates, and Vulcan Capital. Clifford Swan Investment Counselors provides investment supervisory and wealth-planning services to individuals, charitable institutions, foundations, private corporate pension and profit-sharing plans, and business owners. The firm employs proprietary fundamental research for equities and credit-focused fixed-income analysis, constructing portfolios for diversified, long-term exposure across multiple asset classes.

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.

James Kennally is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Wedbush Morgan Securities since 2002. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions and commission-based brokerage arrangements.

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.

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.

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.

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.