Marshall Eichenauer Jr. is a financial advisor with Sagent Wealth Management in Laguna Beach, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Sagent Wealth Management since 2008. Outside of advisory work, he acts as a licensed life insurance agent. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm integrates investment management with financial, retirement, and estate planning, using a mix of proprietary model portfolios, customized investments, and third-party managers.

Iris Aillaud is a financial advisor at Sagent Wealth Management with five years of industry experience. She holds the Series 65 and Series 66 designations and has worked at Sagent Capital, LLC since 2019. Prior to that, she was employed at HomeMaker and Whirlpool. Sagent Wealth Management provides wealth management and advisory services to individuals, families, trusts, retirement plans, businesses, non-profits, and family offices. The firm integrates investment management with financial planning, retirement, and estate-planning coordination, utilizing a blend of proprietary model portfolios, customized strategies, and third-party managers.