Mark Rubey is a CFP® professional with 23 years of industry experience. He has worked at Allworth Financial, L.P. since 2020 and previously spent 12 years at RAA and its affiliated entities. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to implement customized investment allocations.

Callum Harris is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds a Series 65 designation and has worked previously at Lido Advisors, LLC, Goldman Sachs PFM, and United Capital Financial Advisers, LLC. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Connor Branch is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds the Series 66 designation and has worked previously at AW Securities and Equitable Advisor, LLC. Outside of his advisory role, Connor serves as an umpire for high school baseball through the Texas Association of Sports Officials. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm utilizes both quantitative and qualitative analysis via an Investment Committee to create customized allocations across various investment vehicles and offers multiple model and specialist portfolio strategies.

Grant Holloschutz is a financial advisor at Allworth Financial, L.P. with five years of industry experience and holds the Series 66 designation. His prior roles include positions at United Capital Financial Advisors, Bank of America, Merrill, Charles Schwab, and Morgan Stanley. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services including financial and wealth planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds using both quantitative and qualitative investment approaches.

Nick Nunu is a financial advisor at Allworth Financial, L.P. with two years of industry experience. He holds a Series 65 designation and has previously worked at firms including eMoney Advisor LLC, Thimbleberry Financial, and BAM Advisory Group. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

James Risalvato is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Empower Advisory Group, Personal Capital Advisors Corporation, GDS Wealth Management, Fisher Investments, and Morgan Stanley. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing both quantitative and qualitative analysis to deliver customized investment solutions across various asset classes and specialized portfolios.

Charles Wedemeyer is a CFP® professional with 22 years of industry experience, currently with Allworth Financial, L.P. He has worked at firms including Mercer Global Advisors, Fisher Investments, The Vanguard Group, and Fidelity Investments. Allworth Financial serves a wide range of clients—such as individuals, high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations—offering services including financial planning, portfolio management, and retirement plan consulting. The firm uses both quantitative and qualitative analysis to implement customized investment strategies and provides education through newsletters, podcasts, and seminars.

Rutledge Gordon is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He has held roles at Retirement Advisors of America and RAA Wealth Management, LLC before joining Allworth Financial in 2020. Gordon holds Series 63 and Series 65 designations. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using a mix of quantitative and qualitative analysis for customized investment strategies.

Evan McGrath is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Raa, Securities Service Network, Inc., and Asset & Financial Planning, Ltd. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and offers a variety of model and specialist investment strategies supported by both quantitative and qualitative analysis.

Charles Abbott is a CFP® certificant with nine years of industry experience, currently a financial advisor at Allworth Financial, L.P. He previously worked at JPMorgan Chase Bank and JPMorgan Securities from 2019 to 2024 and has experience teaching online undergraduate courses in personal finance at Texas Tech University. Abbott also consults for The American College of Financial Services, reviewing student case study responses related to financial planning. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers both discretionary and non-discretionary portfolio management along with financial and wealth planning services.

Robert Gecker is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding Series 63 and Series 65 credentials with 29 years of industry experience. His prior work includes over a decade with Retirement Advisors of America and its affiliated entities. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to provide customized portfolio allocations and offers various model strategies and specialist portfolios.

Grantham Akerly is a CFP® professional with six years of industry experience, currently affiliated with Allworth Financial, L.P. He previously worked at Ausdal Financial Partners and CFO4Life, and has experience dating back to EY and Baylor University. Allworth Financial serves individual and high-net-worth clients as well as institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm integrates quantitative and qualitative analysis to create customized investment strategies and provides educational resources such as newsletters and seminars.

Carter Street is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2025. His prior experience includes roles at J.P. Morgan Securities LLC, Merrill, and Bank of America, among others. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting, utilizing both quantitative and qualitative analysis to deliver customized investment strategies across various asset classes.

James Hall is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2025. His prior roles include positions at Ayco/Goldman Sachs and First Command Financial Services. Allworth Financial serves a broad client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations, offering comprehensive financial planning and portfolio management services. The firm employs a combination of quantitative and qualitative analysis to construct customized investment allocations and provides a variety of model strategies and specialist portfolios.

Michael Hansen is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has prior work experience at Lee Financial and Texas A&M University-Commerce. Allworth Financial serves a wide range of clients including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, combining quantitative and qualitative analysis to implement customized investment strategies.

Joshua Garcia is a CFP® professional with six years of industry experience. He has been with Allworth Financial since 2022 and has prior experience at Sagepoint Financial, USAA, and City Bank. Before entering financial services, he worked for two years at Altitude Trampoline Park. Allworth Financial serves a diverse client base, offering financial planning, portfolio management, and retirement plan consulting. The firm employs both quantitative and qualitative analysis to provide customized investment strategies and manages various portfolios including ESG and specialty models.

Paul Ochel is a CFP® with 20 years of experience in the financial industry. He has been with Allworth Financial, L.P. since 2020 and previously worked at RAA and its related entities from 2006 to 2020. Outside of his advisory role, he serves as a trustee managing investment accounts for a family member. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutions, offering financial planning, portfolio management, and retirement plan consulting. The firm utilizes a combination of quantitative and qualitative analysis to create customized investment strategies across a variety of asset classes and model portfolios.

Matthew Macek is a CFP® professional with seven years of industry experience currently with Allworth Financial, L.P. He has previously worked at firms including Wells Fargo Advisors and Fourthought Private Wealth. In 2023, he was involved with Sarasota County Veterans Services. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies and comprehensive financial planning services.

Sean Ryan is a financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Goldman Sachs Ayco and Charles Schwab. Prior to his advisory career, he served six years in the United States Marine Corps and was involved with Geomet Recycling LLC for four years. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of financial and wealth planning services, employing both quantitative and qualitative analyses to create customized investment strategies across various asset classes and specialist portfolios.

David Matthews is a financial advisor at Allworth Financial, L.P. in Addison, TX, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc., TD Waterhouse Investor Services, Inc., Amerivest Investment Management LLC, Ameritrade Inc., and Wells Fargo Investments, LLC. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through various media, employing both quantitative and qualitative analysis to implement customized investment strategies.