Mark Burton is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA. He holds the CFP® and ChFC® designations and has 43 years of industry experience. Burton also operates Burton Financial & Insurance Services, brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advisory solutions and manages the majority of its assets on a non-discretionary basis.

Lauren Lee is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and seven years of industry experience. She worked previously at The Ayco Company, L.P./Mercer Allied and Precision Wealth, among others. Lauren is based in Newport Beach, CA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and a range of implementation options, integrating resources from across the Goldman Sachs organization.

Emmett Clancy is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 17-year tenure at Ayco Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Qiyue Zhang is a financial advisor at HSBC Securities (USA) Inc. with nine years of industry experience. Zhang holds Series 63 and Series 66 designations and has worked at various HSBC entities since 2016, including HSBC Bank USA and Randstad Sourceright. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides client-directed and discretionary investment programs supported by a structured investment process and multiple affiliated and third-party advisory resources.

Derrick Shim is a financial advisor at CWM, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Twin Pines Wealth Management, Cetera Wealth Services, and Charles Schwab. His background also includes roles outside finance such as positions at The University of Nebraska Foundation and Polo Ralph Lauren. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm provides discretionary asset management, financial planning, retirement plan services, and access to alternative investments, with portfolio oversight guided by an Investment Committee using both fundamental and technical analysis.

Adrienne Alvarez is a financial advisor at SPC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and U.S. Bancorp Investments, Inc. Outside of her advisory role, she has worked part-time as a golf cart and event server at Tijeras Creek Golf Club and as a seasonal sales associate at Anthropologie. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering primarily discretionary management with options for nondiscretionary arrangements and collaborating with third-party managers through co-advisor roles.

Chase Mcclung is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He also holds a senior managerial position at Windes, Inc., a CPA firm, where he has worked since 2010. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, providing discretionary investment management, financial planning, and family office services using a combination of internal management and third-party asset managers.

Francisco Sherren is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and RBC Capital Markets. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning and portfolio management for a diverse client base, including individual investors, executives, and institutional clients. The firm utilizes strategic allocation models and proprietary analytics, offering tailored solutions through various platforms and integrating capabilities from the wider Goldman Sachs organization.

Greg Lu is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a wide range of clients including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams tailor strategies using proprietary research and a broad ecosystem of affiliated Goldman Sachs entities, offering clients diverse fee structures and operational tools.

John Hart is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously was employed at The Ayco Company, L.P./Mercer Allied and River View Golf Course. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Steven Abraham is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He has 12 years of industry experience, including seven years at The AYCO Company, L.P./Mercer Allied, followed by five years at Goldman Sachs. Goldman Sachs Wealth Services supports a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, external manager selections, and various implementation platforms, integrating resources across Goldman Sachs affiliates to provide comprehensive wealth management solutions.

Zheng Qu is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior work includes managing several business ventures such as Evolve Space LLC and Universal Philosophy Corp, and he is involved with Kyros.ai, a college prep counseling referral service. Transamerica Financial Advisors serves a diverse client base with a range of advisory and broker-dealer services, offering proprietary and third-party model portfolios. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary program choices across multiple platforms.

Jeffrey Parsell is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also a partner at Windes Inc., a CPA firm, where he has worked since 2007. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach supplemented by shorter-term rebalancing trades.

Christian Valdez is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 63 and Series 66 licenses, and his prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad range of clients, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers access to alternative investments, leveraging resources across the Goldman Sachs ecosystem.

Nathan Wiley is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Northwestern Mutual before joining D.A. Davidson in 2018. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Hyungjun Kim is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has prior experience at Atticus Capital LLC. Outside of finance, he has been involved with community and educational organizations such as Unity for Equality and the National STEM Honor Society. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic and tactical allocation models and offers access to a broad range of financial services through the broader Goldman Sachs ecosystem.

Paolo Pacana is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and beginning his industry career in 2026. He previously worked at Lockton Affinity for five years and served with Knights of Columbus for a decade. Integrity Alliance operates as a large advisor network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through various investment approaches and platforms.

John Dunphy is a financial advisor at CWM, LLC with Series 63 and Series 65 licenses and 31 years of industry experience. His prior firms include Haussmann Financial, Inc. and Securities America, Inc. He also owns Twin Pines Wealth Management and provides advisory services through John Dunphy Financial Planning. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing model portfolios and tailored solutions supported by integrated custodial and technology platforms.

Alexander Powell is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Goldman Sachs since 2021 and previously worked at The AYCO Company, L.P./Mercer Allied from 2015 to 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm offers tailored wealth solutions and integrates centralized investment resources with a range of discretionary and non-discretionary management options.

Ryan Barlow is a Series 66-registered advisor with Goldman Sachs Wealth Services and has one year of industry experience. He has held prior roles at Goldman Sachs & Co. LLC and has experience with Serendipity Garden Weddings and CEO Advisor. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm tailors investment strategies using proprietary research and offers access to specialized programs such as Private Family Office services, Executive Wealth programs, and Alternative Investments.