Linh Pham is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2021. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and J.P. Morgan Securities LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and integrates capabilities across the broader Goldman Sachs ecosystem.

Yuan Yao is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Yuan held roles at GWN Securities, Thaddeus Resource Center, and has experience working in educational institutions including California State Polytechnic University, Pomona, Mt. San Antonio College, and Mark Keppel High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Chambers is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Irvine, CA. Prior to his current role, he worked at Thrivent Financial and held leadership responsibilities outside the financial sector as the lead pastor at Grace Community Church of Saddleback Valley. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Shannon Eusey is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 registrations and 13 years of industry experience. She has been with Beacon Pointe Advisors and its affiliated entities since 2002. Outside of advisory work, she serves on the board of Pacific Mercantile Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizes third-party independent managers selected through due diligence, and offers proprietary private funds and an interval fund as part of its investment approach.

Charlotte Parnell is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Goldman Sachs & Co since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Nickel Designs. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, corporate participants, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Reese Roberts is a Series 66 credentialed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2022, following prior roles at Securities America Advisors and Investacorp Advisory Services. In addition to his advisory work, he is also licensed as an insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and external strategies supported by centralized due diligence and technology tools.

Jordan Leonard is a financial advisor with TIAA-CREF based in Irvine, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at Morgan Stanley and several other financial services firms. Outside of finance, Leonard is also active as a professional wrestler. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated advisory model.

Kevin Jack is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Newport Beach, CA. His entire advisory career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Olivio Gomez is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Edward Jones. Outside of his advisory work, he serves as Senior Finance Manager for XRG Restaurant Group, providing corporate finance and financial planning support. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s internal research tools and asset allocation models, with trades executed only upon client authorization.

Xi Chen is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and Investment Advisors International, Inc. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Joanne Kuy is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has 24 years of industry experience, including 20 years with The Ayco Company, L.P./Mercer Allied and 5 years with Ayco/Goldman Sachs & Co. LLC. Joanne serves on the Investment Committee of St. Margaret of Scotland Episcopal School, a nonprofit educational institution in San Juan Capistrano, CA. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide specialized programs and advanced investment strategies.

Nicholas Schell is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has one year of industry experience and has worked in various roles including positions at Goldman Sachs & Co. LLC and KPMG Espana. Outside of finance, his work history includes roles in hospitality and retail sectors. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic investment models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple account and pricing platforms.

Kraig Karnazes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Coastal Wealth Inc, Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also the owner of Knick Inc., a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, retirement consulting, and custody services.

David Bahnsen is a CFP® and Series 66 credentialed advisor with 25 years of industry experience. He has worked at firms including Morgan Stanley, UBS Financial Services, and Hightower Advisors, where he currently serves as part of The Bahnsen Group. Outside of his advisory work, he hosts the National Review Capital Record Podcast, focusing on theology, philosophy, and the quest for optimal human flourishing. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services through its network of advisors.

Mariday Taruc is a financial advisor at GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with GWN Securities since 2010 and is a part owner and director at Titanium Financial & Insurance Services Inc., which she joined in 2013. In addition to advisory work, she is a certified tax preparer and provides bookkeeping services as a sole proprietor. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes a range of tactical, momentum-based investment strategies alongside model portfolios and discretionary management.

Mike Sheets is a CFP® professional with over 21 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has previously worked with Provence Registered Investment Advisor and LPL Financial. Sheets serves as a board member of Brighton Capital and is a financial planning author. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines independent advisory representatives with access to broker-dealer services and third-party platforms to deliver customized portfolio management and estate-planning solutions.

Philip Ho is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at Buckingham Strategic Wealth, LLC and Wealth Management Group, LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Christopher Blades is a financial advisor at Goldman Sachs Wealth Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 23-year tenure at Mercer Allied Company, L.P. Outside of his advisory role, he is the owner of Llama Joe's LLC, a personal residence holding company. 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.

Aditya Vashi is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He has been with Goldman Sachs / Ayco since 2022 and previously worked in educational and retail sectors, including positions at Silver Oak Learning K-12 and Walmart Inc. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of specialized affiliate capabilities.

Sean Lee is a financial advisor at Farther with 14 years of industry experience. He holds a Series 66 designation and previously spent 15 years at Hollencrest Capital Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm’s approach is based on Modern Portfolio Theory and employs proprietary model portfolios with algorithmic rebalancing, using a range of investment vehicles supplemented by AI tools under internal review.