Miguel Mayagoitia is a financial advisor at Allworth Financial, L.P. in Phoenix, AZ, with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. from 2019 to 2026. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations. The firm provides financial planning, portfolio management, retirement plan consulting, and offers a range of investment strategies supported by both quantitative and qualitative analysis.

Kelly Richards is a financial advisor with Allworth Financial, L.P. in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at First Allied Advisory Services, BHF RG Capital Inc., and Raymond James & Associates. Outside of advising, he is a managing member of Dynamite Office Holdings, LLC and a partner in It's Happening, LLC, both non-investment business activities. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, employing both quantitative and qualitative investment analysis and a variety of model and specialist portfolios.

Brent Sayler is a financial advisor at Allworth Financial, L.P. in Phoenix, AZ, holding CFP® and Series 63 designations with six years of industry experience. His prior experience includes roles at The Vanguard Group, Inc. from 2016 to 2021, followed by independent advisory work from 2021 until joining Allworth Financial in 2024. Allworth Financial serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering a range of services including financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to create customized investment allocations and provides educational resources such as newsletters, podcasts, and seminars.