Daniel Gromatzky is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at RAA since 2007 and has been with Allworth Financial, L.P. since 2020. He is based in Sacramento, CA. 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 using a range of model strategies and utilizes both discretionary and non-discretionary asset management, supported by various sub-advisers and technology tools.

Cole Buxton is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He holds a Series 65 designation and has been with Allworth Financial since 2020. He also has a long-standing affiliation with Raa dating back to 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 strategies, including model allocations and specialized equity approaches, and utilizes technology to manage held-away retirement accounts.

Joseph Fernandes is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with six years of industry experience. He is also a pilot for Delta Air Lines, a role he has held alongside his advisory work. 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 leverages technology to manage held-away employer retirement accounts without client login credentials.

James George is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He holds a Series 65 credential and has been with Allworth Financial since 2020. Prior to that, he worked at RAA beginning in 2005. 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, including core-satellite, pure-index, and options-based overlays, and is noted for its Airline division and management of privately offered Shorepoint income funds.

Richard Baumann is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has been with Allworth Financial since 2020 and also 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 strategies, including core-satellite and defined-outcome ETF approaches, and uses technology to manage held-away employer retirement accounts.

Stanley Guillory is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked at Allworth Financial since 2020 and also maintains a longstanding career 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 using a range of model strategies and employs technology to manage held-away accounts, with a notable focus on airline industry employees and privately offered income funds.

William Stevens is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 23 years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2020. Stevens also has a longstanding affiliation with Raa dating back to 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 a variety of model strategies and employs technology to manage held-away retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

James Linebarger is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked with Allworth Financial since 2020 and with RAA since 2017. Outside of finance, James is a pilot for United Airlines and is involved in real estate development and home building. 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, including core-satellite and options-based overlays, and employs both discretionary and non-discretionary engagements.

Susan Rosing is a financial advisor with Allworth Financial, L.P., holding a Series 65 credential and 12 years of industry experience. She has worked with Allworth Financial since 2020 and has been associated with Retirement Advisors of America since 2012. 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, while maintaining multiple affiliated businesses and specialized divisions.

John Dolan is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020 and Retirement Advisors of America since 2004. Outside of his advisory role, he serves as CFO of Expert Financial Systems, LLC. 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 and specialized approaches, and utilizes third-party sub-advisers and technology to manage held-away retirement accounts.