Michael Williams is a financial advisor with Allworth Financial, L.P., based in Sacramento, CA, bringing 13 years of industry experience. He has worked at Allworth Financial since 2020 and concurrently maintains a long-standing career as a pilot for American Airlines. 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 employs technology to manage held-away retirement accounts, with a notable focus on airline industry employees and management of privately offered income funds.

William Schratz is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He has worked at Allworth Financial since 2020 and also maintains a role at RAA. In addition to his financial career, William is a pilot for Southwest Airlines. 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 variety of model strategies and employs both discretionary and non-discretionary approaches, incorporating technology to manage held-away employer retirement accounts.

Kim Deleeuw is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. She has worked at Allworth Financial since 2020 and previously spent 15 years at GCISD. 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 a variety of model strategies and employs both discretionary and non-discretionary approaches, supported by technology to manage held-away accounts.

David Pietruszewski is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has worked at Allworth Financial since 2020 and also has a longstanding role at Raa since 2013. In addition to his advisory career, Pietruszewski is a pilot for Delta Air Lines. 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 core-satellite, pure-index allocations, and options-based overlays, and is notable for its ownership structure and specialized divisions such as an Airline division and management of privately offered income funds.

David Comstock is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and with 22 years of industry experience. He has been with Allworth Financial since 2020 and has worked at RAA since 2008. 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 solutions using a variety of model strategies and utilizes technology to manage held-away employer retirement accounts without direct client credentials.

Mark Crissman is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has been with Allworth since 2020 and also works as a pilot for United Airlines. 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 model strategies and third-party sub-advisers, along with financial planning and retirement plan consulting services.

Patrick Harney is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and seven years of industry experience. He has been with Allworth Financial since 2020 and also has ties to RAA. Outside of his advisory work, Patrick is an airline pilot for Delta Air Lines. 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 core-satellite, pure-index, and specialized models such as buffered equity ETFs and options-based overlays, and is notable for its Airline division focused on airline employees and its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

John German is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding 30 years of industry experience. He has been with Allworth Financial since 2020 and has worked at RAA since 1994. 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, comprehensive financial planning, and specialized investment models, incorporating third-party sub-advisers and technology solutions to manage held-away employer retirement accounts.

James Hall Jr. is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked with Allworth Financial since 2020 and has been associated with Raa since 2016. In addition to his financial advisory roles, Hall is a pilot for American Airlines. 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 utilizes third-party sub-advisers when appropriate, with a distinctive focus on airline industry employees and managing privately offered Shorepoint income funds.

Rick Barton is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation and 23 years of industry experience. He has worked at Allworth Financial since 2020 and concurrently maintains a practicing attorney role at R.R. Barton Attorney at Law, a non-investment business. He has also been associated with RAA since 2001. 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 various strategies, including core-satellite, pure-index, and options-based approaches, and it is known for its ownership structure and specialized divisions such as its Airline division and private income funds.

Patrick Danis is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has worked at Allworth Financial since 2020 and at RAA since 2016. Outside of his financial advisory roles, Patrick is also a pilot for American Airlines. 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 core-satellite, pure-index, and specialized offerings with discretionary and non-discretionary management options.

Debra James is a financial advisor with Allworth Financial, L.P., holding nine years of industry experience. She joined Allworth Financial in 2020 and concurrently works as a flight attendant for American Airlines. 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 third-party sub-advisers when appropriate.

Charles Comeau is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation and bringing 30 years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with Raa 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 through a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Kenneth Mills is a Series 65-licensed financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 12 years of industry experience. He has worked at Allworth Financial since 2020 and Retirement Advisors of America since 2016. Outside of his advisory roles, he is an active pilot for Delta Air Lines, flying approximately 15 days per month. 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 variety of model strategies and employs third-party sub-advisers when appropriate.

John Grady is a CFP® and ChFC® with seven years of experience in financial advising. He has worked at Allworth Financial, L.P. since 2020 and previously spent ten years at American Financial Advisors, LLC. Before his advisory career, he was employed by Delta Air Lines for eleven years. 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 incorporates technology to manage held-away employer retirement accounts.

Brian Curland is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with nine years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with RAA since 2013. Outside of his financial career, he works as a pilot for Southwest Airlines. 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, financial planning, and retirement plan consulting using a range of model strategies and third-party sub-advisers.

Mark Fanning is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with seven years of industry experience. He holds a Series 65 credential and has worked at Allworth Financial since 2020, previously serving at Raa from 2017 and RNAV from 2015 to 2017. Outside of his advisory role, he is a member of two commercial and vacation property LLCs, though he does not actively participate in their management. 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 various model strategies, integrates third-party sub-advisers, and provides both discretionary and non-discretionary engagements.

Daniel Griffin is a financial advisor at Allworth Financial, L.P. in Sacramento, CA with 13 years of industry experience. He has been with Allworth Financial since 2020. 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 approaches and specialized offerings like Buffered Equity ETFs and options overlays, and utilizes third-party sub-advisers and technology to manage assets across various client types.

Patrick Connelly is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding nine years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with Raa since 2017. In addition to his financial advisory roles, he is a commercial airline pilot for American Airlines. 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 strategies and maintains specialized services, including a division focused on airline industry employees and management of privately offered income funds.

Sean Onitsuka is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He has worked at Allworth Financial since 2020 and concurrently serves as a pilot for Delta Air Lines. 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 incorporating model-based allocations and uses technology to manage held-away accounts, with a notable focus on serving airline industry employees and managing privately offered income funds.