Stacy Paradise is a financial advisor with United Capital Financial Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, Girard Securities, and Merrill. She also works as an insurance agent, selling life, health, and annuities products. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, alternative investments, and customized strategies including ESG and faith-based preferences.

Beau Chandon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. He has previously worked with Mariner Independent Advisor Network, LLC, Brown Financial Services Group, and LPL Financial, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates both discretionary and non-discretionary approaches, utilizing technology platforms and third-party managers.

Carlos Rodriguez is a financial advisor at Principal Financial Services with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Newport Group. He has also worked in diverse fields such as real estate with EXP Realty and public service with CA State Parks. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm provides financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jacob Angulo Bailey is a financial advisor at Focus Partners Wealth, LLC in Sacramento, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Allworth Financial, AW Securities, Golden 1 Credit Union, and LPL Financial LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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.

Joseph Clevenger III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has previously worked with Strategic Wealth Advisors Group, Inc. and LPL Financial LLC. Since 2023, he has also provided investment advisory services through Mariner Independent Advisor Network, an independent advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and a range of advisory programs. The firm’s fiduciary-based model includes both discretionary and non-discretionary services, employing various investment strategies and technology platforms to support client goals.

Chris Johnson is a financial advisor with Principal Financial Services in Elk Grove, CA, holding a Series 66 designation and 11 years of industry experience. He has worked with Principal Securities Inc. since 2016 and held a role at Principal Life Insurance Company from 2015 to 2019. Outside of his advisory work, Johnson serves as a committee member on the finance committee for the Sacramento Literacy Foundation and coaches middle school basketball at Bradshaw Christian School. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Theodore Young is a financial advisor with Eagle Strategies (NY Life) in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held various roles including leadership positions at Perry Young Insurance Solutions and Kaneski Associates Financial & Insurance Services. Young serves as a board member for the Sports Financial Advisors Association and the Northwoods League, a college baseball summer league. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Bryce O'Rourke is a financial advisor at Private Advisor Group, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Campbell Krug Wealth Management and Western Governors University, as well as coaching positions in junior hockey leagues. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory and managed account programs. The firm employs a fiduciary-based model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers.

Louay Elhadj is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 11 years of industry experience and has previously worked with firms including Morgan Stanley, UBS Financial Services, and Dunhill & Company, LLC. Outside of his advisory role, he is involved with Aarda International, Inc., which provides real estate and mortgage services, and he serves as an agent with Capstone Financial Group, an insurance agency. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and combines support from an Investment Committee and third-party partners to construct and monitor client portfolios.

Charles Simms IV is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WCG Wealth Advisors, LLC and Northwestern Mutual. Simms is also involved with Treloar & Heisel, LLC, where he participates in fixed insurance sales. MAI Capital Management provides investment management, wealth planning, and retirement consulting services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and trust services, with over $72 billion in assets under management.

Mark Becker is an investment advisor representative with Kestra Advisory Services and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and also owns Becker Brothers Insurance Services and The Bee Box, a partnership unrelated to investment services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors, offering fiduciary services and access to multiple management platforms and third-party solutions.

Arnold Bassett is a financial advisor with TIAA-CREF in Sacramento, CA, holding a Series 66 designation and having 21 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group that uses affiliated funds.

Sean Fisler is a financial advisor with Commonwealth Financial Network in Folsom, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth since 2008 and also operates Fisler Financial Services, where he is involved in fixed insurance sales and serves as trustee of the company retirement plan. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, allowing advisors discretion to construct portfolios from a wide range of securities and insurance products while offering managed model portfolios and customized investment solutions.

Charles Romualdez is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he has worked at HR Block, Paragon Financial Services, LLC, Northwestern Mutual, and has a background in education and the food service industry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Marco Anaya is a financial advisor at Mariner with 14 years of industry experience and holds a Series 66 credential. His work history includes positions at Wells Fargo Advisors and LPL Financial. He provides administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. 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 discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations.

Lee Rosenblum is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Dreamscore LLC, Inheritguard, LLC, and the Association of Financial Educators, among others. Rosenblum volunteers delivering financial education workshops and also engages in activities related to estate planning education and health insurance supplement products. Transamerica Financial Advisors serves a diverse client base, including individual investors, institutional plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios and offers discretionary and non-discretionary program options.

Caley Coss is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He is currently with Creative Planning, where he has worked since 2024. His prior experience includes roles at Edward Jones and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

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.