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.

Daniel Toman is a CFP® professional with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior experience includes roles at Viewpoint Financial Network, Confluence Financial Planning, Commonwealth Financial Network, and Cynthia Meyers CFP. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses a discretionary, customized portfolio approach supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

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.

Diego Villicana Franco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, New York Life, and NyLife Securities. Outside of his advisory role, he is associated with Villmatic Financial, a non-investment-related activity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Bryce Leafman is a financial advisor at Mariner with one year of industry experience and holds a Series 66 designation. Prior to joining Mariner, he worked at Ameriprise and MassMutual Life Insurance Company. Outside of his advisory role, Leafman is a freelance musician and serves as a substitute musician for multiple symphony orchestras, including the Santa Cruz and Stockton Symphonies. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

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.

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.

Edward Harris is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has 13 years of industry experience, including roles at New York Life from 2010 to 2022 and Northwestern Mutual from 2022 to 2024. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers, combined with digital advisory solutions.

James Tuppal is a financial advisor with Commonwealth Financial Network based in Sacramento, CA. He holds a Series 66 designation and has four years of industry experience, including roles at Wealth Strategies Group and First Hawaiian Bank. Outside of advising, he serves as a Financial Analyst IV for the nonprofit organization Sutter Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a suite of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

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.

Lynne Verdone is a CFP® professional with 40 years of industry experience, currently serving at SPC and Parkland Securities, LLC. She has been with SPC since 2006 and Parkland Securities since 2014. In addition to her advisory work, she provides education and placement services related to long-term care policies on a commission basis. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

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.

Emily Hicks is a CFP® with four years of industry experience, currently affiliated with Principal Financial Services. She has worked at Principal Securities Inc. since 2021 and previously held positions at Principal Life Insurance Co. and Marco Rodriguez. Her background also includes a role in campus recreation at UC Irvine. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Richard Silva is a financial advisor with Valic Financial Advisors in Elk Grove, CA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Sunamerica Capital Services, Inc. since 2014 and AXA Advisors, LLC since 2009. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Christopher Boudreaux is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Sutter Health for over two decades and at Adero Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, using fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Lisa Yost is a financial advisor with Independent Financial Group, LLC, bringing 37 years of industry experience. She has worked at Independent Financial Group since 2016, and also founded Yost Financial Services in 1995 and Gibson Capital Management in 1993. Outside of her advisory work, Yost serves as co-trustee and co-executor for an estate where she assists in settling assets and managing a donor-advised charitable fund. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a model-driven approach to portfolio management, combining strategic asset allocation and multi-manager portfolios across various risk profiles.

David Siegel is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 46 years of industry experience. His career includes roles at LPL Financial, Mariner Independent Advisor Network, and Strategic Wealth Advisors Group. Outside of his advisory work, he is the sole owner of West Point Advisors, Inc., which operates his advisory business as a DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes fiduciary-based advisory models and various investment strategies, often implementing advice through third-party managers and technology platforms.

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.

Frank Avila is a financial advisor with Eagle Strategies (NY Life) in Elk Grove, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo affiliates. Avila is also the owner of A.V. Strategic Wealth Partners, a financial services firm. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

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.