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Adam K

CFP®, Series 63, Series 65

Sacramento, CA

Allworth financial, L.P.

Adam Kint is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Allworth, he worked at Hanson McClain Securities and Cambridge Investment Research. Outside of advising, he serves on the board of directors for Hands for Hope, a youth charity. 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 ranging from core-satellite and pure-index allocations to specialized options-based models and uses third-party sub-advisers and technology to support client accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Lisa C

Sacramento, CA

Allworth financial, L.P.

Lisa Cristiano is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. She has worked at Allworth Financial since 2020 and is also a pilot for American Airlines, where she has been employed since 1998. 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 utilizing various model strategies and leverages technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Gary K

Series 65

Sacramento, CA

Allworth financial, L.P.

Gary Krasnov is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 16 years of industry experience. His work history includes roles at Allworth Financial since 2020, as well as positions with RAA and Advisor Risk Management Company, alongside a prior career at Delta 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 employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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David D

Series 65

Sacramento, CA

Allworth financial, L.P.

David Duquemin is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds a Series 65 designation and has been with Allworth Financial since 2020. Outside of his advisory role, David is a pilot for American Airlines. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management and comprehensive financial planning, utilizing model strategies and third-party sub-advisers, and operates specialized divisions including one focused on airline industry employees.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Bruce K

Series 63

Sacramento, CA

Allworth financial, L.P.

Bruce Killips is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and 28 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 employs customized portfolio strategies ranging from core-satellite and index allocations to specialized options-based overlays and manages both discretionary and non-discretionary engagements.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Jeffrey E

Sacramento, CA

Allworth financial, L.P.

Jeffrey Egli is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He has worked at Allworth Financial since 2020 and also serves 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 a range of model strategies and employs both discretionary and non-discretionary engagements.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Anthony D

Series 65

Sacramento, CA

Allworth financial, L.P.

Anthony Desantis is a financial advisor with Allworth Financial, L.P., holding a Series 65 credential and 31 years of industry experience. He has worked at Allworth Financial since 2020 and has been associated with Raa since 1994. Outside of his advisory work, he is a partner and director at Expert Financial Systems, LLC, a company involved in stored value and credit card processing. 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 technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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John R

Sacramento, CA

Allworth financial, L.P.

John Robertson is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He has been with Allworth Financial since 2020 and also works at Raa. Outside of his advisory roles, John is a pilot for Delta Air Lines. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm offers customized portfolio management through a variety of model strategies and uses technology solutions to manage held-away accounts without client login information.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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George G

Sacramento, CA

Allworth financial, L.P.

George Griffin Jr. is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies and employs both discretionary and non-discretionary engagement options.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Charles P

Series 63, Series 65

Sacramento, CA

Allworth financial, L.P.

Charles Paty is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020 and 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 management using various model strategies, employs third-party sub-advisers, and manages held-away employer retirement accounts through technology.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Cynthia H

Sacramento, CA

Allworth financial, L.P.

Cynthia Hartman is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. She has worked at Allworth Financial since 2020 and also serves as a flight attendant 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 various model strategies and incorporates technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Douglas B

Sacramento, CA

Allworth financial, L.P.

Douglas Balmain Jr. is a financial advisor with Allworth Financial, L.P., holding 12 years of industry experience. He has been with Allworth Financial since 2020 and has also worked with RAA since 2013. Outside of his advisory role, Balmain is a partner in a non-investment-related business and works 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 solutions using a variety of strategies, including model-based allocations and options-based overlays, and manages both discretionary and non-discretionary engagements.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Mitchell F

Sacramento, CA

Allworth financial, L.P.

Mitchell Fix is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding seven years of industry experience. Prior to joining Allworth Financial in 2020, he has worked as a pilot for Delta Air Lines for over 30 years. His role as a pilot is a notable outside activity unrelated to his advisory duties. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of strategies, including model allocations and options-based overlays, and operates an Airline division focused on airline industry employees.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Karl P

Series 65

Sacramento, CA

Allworth financial, L.P.

Karl Petersen is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 14 years of industry experience. He holds a Series 65 designation and has previous roles at RAA and Delta Air Lines, where he works as an airline pilot transporting people and cargo internationally. His work as a pilot does not interfere with his advisory responsibilities. 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, and options-based models, and utilizes technology to manage held-away employer retirement accounts without client login credentials.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Paul Z

Sacramento, CA

Allworth financial, L.P.

Paul Zanders is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He has been with Allworth Financial since 2020 and also works 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, including model allocations and specialized approaches such as Buffered Equity ETFs and options-based overlays, while utilizing third-party sub-advisers and technology to manage held-away employer retirement accounts.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Christopher J

Sacramento, CA

Allworth financial, L.P.

Christopher Jackson is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. In addition to his advisory role since 2020, he has worked as a pilot for United Airlines since 1998. 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 employer retirement accounts without client login credentials.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Katherine S

CFP®, Series 63, Series 65

Sacramento, CA

Allworth financial, L.P.

Katherine Schraeder is a financial advisor at Allworth Financial, L.P. with 20 years of industry experience. She holds the CFP® designation and has worked at Allworth Financial since 2020, alongside her ongoing role at RAA since 2006. Schraeder serves as a board member for St. Mary's School, advising on strategy and finances outside of trading and business hours. 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 technology to manage held-away retirement accounts without client login credentials.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Vincent M

Series 65

Sacramento, CA

Allworth financial, L.P.

Vincent Malinowski is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 13 years of industry experience. He has been with Allworth Financial since 2020. 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 strategies combining model approaches and third-party sub-advisers, along with comprehensive financial planning and specialized asset management services.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Ryan D

Sacramento, CA

Allworth financial, L.P.

Ryan Depew is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked at Allworth Financial since 2020 and at RAA since 2017. In addition to his financial advisory roles, Ryan serves as a pilot in the U.S. Air Force. 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 strategies, including model allocations and specialized approaches, and engages third-party sub-advisers as needed.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Maria F

Series 63, Series 65

Sacramento, CA

Allworth financial, L.P.

Maria Fuentes is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020, as well as 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 uses customized portfolios with a range of model strategies and employs third-party sub-advisers, offering both discretionary and non-discretionary asset management.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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