Sean Murray is a financial advisor at Allworth Financial, L.P. with 33 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Murray has worked at Allworth Financial since 2000 and AW Securities 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 model-based strategies and specialized approaches, as well as consulting and management services across various financial needs.

John Barnes is a CFP® and holds a Series 66 license with 18 years of industry experience. He currently works at Empower Advisory Group and has previously been employed by Personal Capital Advisors Corporation and Lyon Real Estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping platforms and offers point-in-time financial plans along with optional managed account solutions.

Anthony Beltran is a financial advisor at Ameritas Advisory Services, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including MassMutual, Park Avenue Securities, and Capstone Financial Group. Beltran is based in Folsom, CA. 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 fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.

Leonardo Bojorquez is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Allworth Financial in 2024, he worked at Del Monte Group, LLC, Alamo Capital, AssetMark, Inc., Bank of America, and UC Berkeley. 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 third-party sub-advisers when appropriate.

Benjamin Knight is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He worked at LPL Financial for 15 years before joining Allworth Financial and AW Securities in 2022. Allworth Financial is a fee-based SEC-registered adviser serving high-net-worth individuals, 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.

Dylan Holy is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at U.S. Bancorp and Safeway. 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 fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Jason Alfonso is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Independent Financial since 2013 and with Central Pacific Mortgage since 1997. Outside of his advisory role, he operates as an independent insurance agent. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with multi-manager portfolios across passive and active investment exposures.

Scott Planer is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has worked with Ameritas and affiliated firms since 2018, including Capstone Financial Group where he engages in wealth planning and life insurance product sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, offering a range of managed account programs and fee-based management of variable annuity and universal life subaccounts.

Mayra Olarte is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial for five years. Outside of her advisory role, she is also an associate advisor with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches.

Mark Shone is a CFP® professional with 25 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2021, and he has also managed Shone Asset Management, LLC since 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 portfolio management using a variety of model strategies and integrates technology to manage held-away employer retirement accounts.

Michael Petersen is a financial advisor with TLG Advisors, Inc., holding a ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience with prior roles at firms including Allianz Life, Questar Capital Corporation, and Woodbury Financial Services. Petersen is also the founder of VDM Wealth and serves as Vice President of Life at Howard Insurance, where he facilitates life insurance sales. TLG Advisors serves a diverse client base ranging from individuals to institutional investors, offering investment supervisory services, portfolio management, and fiduciary services. The firm’s investment approach emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, alongside a digital program that provides risk-based portfolio allocations with ongoing reviews.

Casey West is a CFP® and CFA® affiliated with Allworth Financial, L.P. He has over 15 years of industry experience, including 13 years at Stewart and Patten LLC before joining Allworth Financial in 2024. Allworth Financial is a fee-based SEC-registered advisor 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 works with third-party sub-advisers, with notable operations including ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan as well as a specialized division serving airline industry employees.

Ras Smith is a financial advisor at Allworth Financial, L.P. with six years of industry experience and holds a Series 65 credential. His prior experience includes roles at Cambridge Investment Research Advisors, Hub International, and Marsh McLennan Agency. He also conducts non-investment business activities related to insurance services through his affiliation with Marsh McLennan Agency LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management strategies, including discretionary and non-discretionary asset management, and notable offerings such as Buffered Equity ETFs and multiple specialized investment models.

Carrie Miskawi is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Cornerstone Financial Group and AW Securities. Prior to her financial services career, she spent eleven years as a homemaker. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary investment approaches.

Robert Ryan III is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Ryan Wealth Management, Inc. and OSAIC. 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 and technology to enhance client service.

Justin Bojanski is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Hanson McClain Securities and Hanson McClain Advisors (now Allworth Financial) since 2018 and previously worked at Newport Group from 2015 to 2018. 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, including defined-outcome ETFs and options overlays, and combines discretionary and non-discretionary services supported by technology to manage held-away employer retirement accounts.

David Schauer is a financial advisor at Allworth Financial, L.P. with 28 years of industry experience. He holds the CFP® and CFA® designations and has been with Allworth Financial since 2004, also working with AW Securities since 2008. Outside of his advisory role, he is an investor and limited partner in commercial real estate through Coastal Star Partners LLC and Valley Star Partners. 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 overlays, and utilizes technology to manage held-away employer retirement accounts.

Carsten Glas is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameritas Investment Company, Capstone Financial Group, and Aveanna Healthcare. Outside of finance, he is involved with the Sierra West Officials Association as a contractor enforcing league rules and maintaining player safety. Ameritas Advisory Services provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by both an internal Investment Committee and third-party partners.

Douglas Conklin is a financial advisor with Hightower Advisors in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2014. Outside of his advisory role, he is involved with an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of investment options and operational features tailored to various client needs.

Stephanie Motzkus Bakan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2019. She previously worked at Yellowbrickroad Financial Advisors, LLC for seven years. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, financial planning, and retirement plan consulting, utilizing a mix of model strategies and third-party sub-advisers to manage discretionary and non-discretionary engagements.