Zachary Smythe is a CFP® professional with six years of experience in financial advising, currently with Allworth Financial, L.P. He has previously worked at firms including Arthur Stein Financial, LLC, VCI Wealth Management LLC, and The Vanguard Group, Inc. Smythe is based in Bethesda, MD. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model allocations and specialized approaches, and it is notable for its private ownership structure and focused Airline division.

Arthur Stein III is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. Prior to joining Allworth Financial, he led Arthur Stein Financial, LLC for 14 years. Outside of his advisory role, he works as an independent contractor in photography and conducts adult education workshops on retirement planning and related financial topics. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite and options-based models, and utilizes third-party sub-advisers and technology solutions to manage a broad range of client assets.

Paul Cusumano is a CFA® charterholder with five years of industry experience. He is currently an advisor at Allworth Financial, L.P. and has previously worked at Arthur Stein Financial, Morgan Stanley, and Point72 Asset Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and specialized models such as Buffered Equity ETFs, and utilizes both discretionary and non-discretionary management approaches.