Matt Alan Sonnen

PFI Advisors LLC is an operational consulting firm that supports the unique back office, technology, and operational needs of registered investment advisors (RIAs) in growth mode. The private company is based in Hermosa Beach, CA. PFI Advisors conducts technology assessments, manages technology conversions, and provides M&A preparation and integration services to RIAs seeking growth support. PFI Advisors strives to educate the RIA industry on how to build more impactful and profitable enterprises through its popular podcast, The COO Roundtable, and newly released digital consulting platform, The COO Society. The firm also offers an ongoing retainer-based service called COO Resource, in which RIAs and their chief operating officers can leverage the knowledge and expertise of PFI. PFI Advisors believes that with the proper infrastructure and culture in place, RIAs can build enterprises that are more impactful and profitable than ever imagined. The company was founded in 2015 by Matt Alan Sonnen and Larissa Marcontell Sonnen, with Matt Alan Sonnen serving as the CEO since incorporation.

Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions.

Pacific West Corp. offers information technology and outsourcing services. The company is headquartered in West Des Moines, IA.

Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.

Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.