Rolling Hills, CA Office

Eugene Cheng is a financial advisor at LPL Financial with 51 years of industry experience and holds a Series 63 designation. He previously worked with Grove Point Advisors, Grove Point Investments, LLC, and Triad Global Asset Management, and has operated his own practice since 2006. Outside of advisory services, he is involved in non-variable insurance investment relations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network, offering a range of advisory programs, financial planning, and retirement consulting services.

Shelly Williams is a CFP® with 26 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2025, she worked at Grove Point Investments, LLC, Grove Point Advisors, LLC, H. Beck, Inc., and Triad Global Asset Management. She maintains involvement with Triad Global Asset Management through a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.