Gregory Phelps is a CFP® professional with 24 years of industry experience, currently affiliated with Allworth Financial, L.P. He worked at Redrock Wealth Management for 18 years before joining Allworth Financial in 2023. Based in Las Vegas, NV, Phelps holds Series 63 and Series 66 designations. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and options-based overlays, and offers both discretionary and non-discretionary asset management tailored to diverse client needs.

Jeremy Murray is a CFP® with 13 years of experience in financial advising. He has worked at Allworth Financial, L.P. since 2023 and was previously with Redrock Wealth Management, LLC for 12 years. Based in Las Vegas, NV, he holds a Series 65 license. 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 employer retirement accounts without accessing client login credentials.