Scott Yang is a CFP® professional with 14 years of industry experience, currently with Allworth Financial, L.P. He previously worked for Silicon Valley Wealth Advisors, LLC for 19 years. Outside of his advisory role, he works as an usher for Mountain Winery concerts during the May to October season. 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 allocations and specialized offerings, using both discretionary and non-discretionary management approaches.

Judith Mcdaniel is a financial advisor at Allworth Financial, L.P. with 46 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior roles include positions at AW Securities, AFA Inc., and Cetera Advisor Networks LLC. Outside of financial advising, she serves as a child advocate with Douglas County CASA Inc. and is an investment committee member for the National Association of Insurance & Financial Advisors (NAIFA). 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 management using various model strategies and employs technology to manage held-away retirement accounts without client login credentials.

Allison Scoggin is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Allworth Financial, L.P., where she has been since 2024. Her prior experience includes roles at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services, Inc. In addition to her advisory work, she has a related insurance agent role receiving trails from policies written under Tridea. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios with a range of model strategies and employs technology solutions to manage held-away employer retirement accounts without client login credentials.

Michael Demko is a financial advisor with Allworth Financial, L.P. and holds a Series 63 designation. He has 26 years of industry experience, including prior roles at Siena Wealth Management, Inc. and LWI Financial, Inc. He is the owner of Demko & Associates, Inc., an S-Corp formed in 2011 related to a tax preparation practice he managed until 2013. 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 various model strategies and offers both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting.

Peter Abi Nader is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Folsom, CA. Prior to joining Allworth Financial in 2022, he spent six years with Pennington Financial Group. 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 technology to manage held-away employer retirement accounts.

Quinn Carlsen is a CFP® professional with five years of industry experience currently with Allworth Financial, L.P. in Folsom, CA. Prior to joining Allworth, he held positions at State Street, Lagunitas Brewing Company, Get Fit Davis, and Morgan Stanley. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios, including model strategies such as core-satellite allocations and defined-outcome ETFs, and manages privately offered funds while offering both discretionary and non-discretionary asset management.