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 in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley and multiple financial services firms. Outside of finance, Leonard works as a professional wrestler, performing in sports entertainment events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as trusts and corporate entities. The firm distinguishes its planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

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 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Edward Jones. Outside of advisory work, he serves as Senior Finance Manager for XRG Restaurant Group, providing corporate finance and financial planning services. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Xi Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at City National Bank and World Financial Group, alongside multiple tenures at Transamerica Financial Advisors. Chen is also involved in the sales of insurance and non-insurance products affiliated with his firm. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Joanne Kuy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 20 years with The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she 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 provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial services within a large diversified financial group to deliver tailored wealth management solutions.

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 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Coastal Wealth Inc. Karnazes is also the owner of Knick Inc., a private entity related to his securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm acts as a platform provider offering operations, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

Jacob Conway is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Morgan Stanley, Robinhood Financial, and JPMorgan Chase. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

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.

Stephen Lee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory and previously held roles at Charles Schwab & Co., Inc., IIYGroup LLC, and Research Affiliates. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm emphasizes asset allocation and investment selection based on Schwab’s internal research and standard models, with recommendations tailored to individual client goals and risk tolerance.

Kevin Suen is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Merrill, American Funds, and Principal Financial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Wendy Chen is a financial advisor with CIBC Private Wealth Advisors, Inc. in Newport Beach, CA. She holds a Series 65 designation and has nine years of industry experience. She has also been associated with AT Investment Advisers Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment process integrates internal teams and external managers to create customized portfolios, with a focus on high asset levels per advisor and specialized services for investment company clients.