Peter Knutson is a CFP® with 32 years of industry experience, currently affiliated with Allworth Financial, L.P. He has held roles at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and Mcdaniel & Mcdaniel Financial Services. 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 through various model strategies and employs technology to manage held-away employer retirement accounts, with ownership that includes private investment vehicles and the Ontario Teachers’ Pension Plan.

Eric Soetaert is a financial advisor with Allworth Financial, L.P. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at AW Securities, Affinity Financial Advisors, Onyx Meetings & Events, and Marten Transportation. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using a variety of model strategies and utilizes technology to manage held-away employer retirement accounts.

James Moore is a CFP® professional with 16 years of experience in the financial industry, currently serving at Allworth Financial, L.P. in Lawrence, Kansas. His prior roles include positions at Cetera Advisors Networks LLC and Mcdaniel Knutson Financial Partners. Outside of advisory work, he is a partner in Rain Delay, LLC, a real estate investment group. 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, including model-based allocations and options overlays, and is notable for its private investment vehicle ownership and specialized divisions such as its Airline group.

Zachary Brenner is a financial advisor at Allworth Financial, L.P. with three years of industry experience. He holds a Series 66 designation and has worked at AW Securities, Allworth Financial, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of his advisory roles, he has been involved with Fellowship Bible Church and Grace Church over the past decade. 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 approaches such as core-satellite, pure-index allocations, and specialized ETFs, and distinguishes itself through its ownership structure and specialized industry divisions.

Cali Visentin is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She previously worked at Affinity Financial Advisors and has a background that includes roles outside the financial sector. In addition to her advisory work, she operates a training and coaching business. 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 portfolios using a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Anna Richardson is a financial advisor at Allworth Financial, L.P. in Lawrence, KS, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at Affinity Financial Advisors and Farmers Insurance. 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 strategies and utilizes third-party sub-advisers, technology for held-away account management, and maintains affiliated broker-dealer and tax/accounting practices.

Karey Casto is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. Karey holds Series 63 and Series 65 licenses and has worked at firms including AW Securities, Afa Inc, Cetera Advisor Networks LLC, and McDaniel Knutson Financial Partners. 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 comprehensive financial planning.