Justin Burrow is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance and Ryan Wealth Management, Inc. Outside of his advisory role, no additional business activities are noted. 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 utilizing model approaches and third-party sub-advisers, providing both discretionary and non-discretionary services.

Lori Sherman is a CFP® professional at Allworth Financial, L.P. in Folsom, CA, with 13 years of experience in the financial industry. She previously worked for Stewart & Patten Co., LLC for 24 years before joining Allworth Financial in 2024. 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 model-based allocations and specialized approaches such as Buffered Equity ETFs and options overlays, and utilizes both discretionary and non-discretionary asset management.

Benton Stockert is a financial advisor with Allworth Financial, L.P. in Folsom, CA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Allworth Financial, he worked at Keen Wealth Advisors, Charles Schwab Bank, and Charles Schwab & Co., Inc. 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 portfolios with a range of model strategies and employs both discretionary and non-discretionary asset management, utilizing technology to manage held-away retirement accounts without client login credentials.

Jerry He is a CFP® with five years of experience in the financial services industry. He is currently with Allworth Financial, L.P. and has previously worked at firms including Kestra Investment Services LLC and Zhang Financial LLC. Outside of financial advising, he has experience at New Ballet and WHYY. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and specialized approaches such as Buffered Equity ETFs and options-based overlays, and is notable for its ownership structure and specialized divisions.

Barbara Healy is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding the CFP® designation and Series 63 and 65 licenses. She has 31 years of industry experience and has worked at AW Securities since 2008 and Allworth Financial since 2005. 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 management including model strategies and specialized approaches, and utilizes technology to manage held-away employer retirement accounts.

Gurvir Grewal is a CFP® with 13 years of experience in financial advising, currently with Allworth Financial, L.P. He has held positions at several firms including Facet Wealth and TIAA-CREF. Outside of advising, he teaches CFP courses at the University of California and serves as a moderator and instructor for the College for Financial Planning, in addition to authoring a self-published personal finance book. 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 model-based allocations and specialized approaches using ETFs and options, and operates with private investment vehicle ownership and a focus on niche client segments such as airline industry employees.

Randall Ponder is a CFP® with 36 years of industry experience. He currently serves as a financial advisor at Allworth Financial, L.P., where he has worked since 2023. Prior to that, he spent four years at Silicon Valley Wealth Advisors and nearly three decades at Ponder Financial Group. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology solutions to manage held-away employer retirement accounts.

Kent Erickson is a financial advisor at Allworth Financial, L.P., holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at AW Securities, Allworth Financial, and Highway Financial Networks. Outside of advising, he has an ownership interest in Emerald City Associates, a multi-family property investment venture. 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 portfolios utilizing model strategies ranging from core-satellite to options-based overlays, and employs third-party sub-advisers as needed.

Omaid Rahimi is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has worked previously at Journey Advisory Group and Newport Group. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, index allocations, and specialized approaches such as Buffered Equity ETFs and options-based overlays.

Richard Del Monte is a CFP® with 34 years of experience in the financial industry. He is currently with Allworth Financial, L.P. and has held roles at Heritage Apartments, Wymac Capital Inc, and Del Monte Group. Outside of advising, he serves on the board of the John Muir Health Foundation and is involved with the Church of Jesus Christ of Latter-day Saints and a local homeowners association. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model allocations and third-party sub-advisers, and it operates a specialized Airline division as well as managing privately offered real estate and credit funds.

Robert Gentry is a CFA® charterholder and holds a Series 65 license, with 28 years of experience in the financial industry. He is currently with Allworth Financial, L.P. and has been a partner and trustee at Stewart and Patten Co., LLC since 1997. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary investment approaches.

Vaishnavi Rajagopalan is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 65 and Series 66 designations and six years of industry experience. Her prior roles include seven years at UBS Financial Services and a position at Deals and Transformations LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients, offering customized portfolios through various model strategies and leveraging technology to manage held-away employer retirement accounts.

Scott Hanson is a CFP® with 35 years of industry experience, currently serving at Allworth Financial, L.P. since 1993. He is also a partner at Maidu Redevelopment, LLC, involved in radio communications, real estate investments, and insurance investments. Allworth Financial is an SEC-registered adviser providing a range of asset management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs diversified portfolio strategies and uses technology to manage held-away retirement accounts, with ownership including private investment vehicles and the Ontario Teachers’ Pension Plan.

Roger Ingwersen is a CFP® professional with over 54 years of experience in financial advising. He is currently with Allworth Financial, L.P., where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc. and The Harvest Group Wealth Management, LLC. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, utilizes third-party sub-advisers, and incorporates technology to manage held-away retirement accounts, with notable operations including an Airline division and management of privately offered income funds.

Stephanie Sharp is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. Her prior work includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Sage Advisory Services, Ltd. Co. 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 portfolios using a variety of model strategies and employs third-party sub-advisers when appropriate, with a distinctive ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Alexis Dunbar is a Series 65-registered financial advisor at Allworth Financial, L.P. in Folsom, CA, with two years of industry experience. Prior to joining Allworth Financial, Alexis worked at Soesbe Financial and was involved in financial wellness education at Sacramento State. 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 management using a range of model strategies and employs technology to manage held-away retirement accounts, with a notable focus on airline industry employees and private real estate and credit investments.

Tyler Collier is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors and Principal Financial Group. Outside of his advisory role, Collier serves as a director of The Kurt Kitayama Foundation, a golf foundation that supports junior golfers in college recruitment and tournament preparation. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using a blend of model strategies and third-party sub-advisers, and it manages specialized offerings including defined-outcome ETFs and options-based overlays.

Lloyd Fillis is a financial advisor at Allworth Financial, L.P. with two years of industry experience. His prior work history includes roles at Retirement Advisors of America, DTB CPAs, Career Path Service, and Clearwater Paper. 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 management using various model strategies and also manages privately offered funds, with notable operations including an Airline division and affiliated businesses in brokerage and tax/accounting services.

Duc Nguyen is a financial advisor at Allworth Financial, L.P. with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at CIBC Private Wealth and Raymond James Investment Management. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies and utilizes third-party sub-advisers and technology solutions to manage assets across various client types.

Robert Brennan is a financial advisor at Allworth Financial, L.P. with 40 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including LPL Financial and Cetera Advisor Networks, following a lengthy career in construction at Brennan Construction. Allworth Financial is a fee-based SEC-registered adviser serving a broad client base including high-net-worth individuals, qualified retirement plans, trusts, and charitable organizations. The firm offers customized portfolio management using diverse strategies and utilizes technology to manage held-away retirement accounts without client login information.