Eric Garrison is a financial advisor with D.A. Davidson & Co., holding Series 63, 65, and 66 designations and 24 years of industry experience. He worked at Morgan Stanley for six years before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Austin Alcaine is a financial advisor at D.A. Davidson & Co. with three years of industry experience and holds the Series 66 designation. Before joining D.A. Davidson, he worked at Trane Technologies for four years and attended the University of Kansas. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Robert Swanson is a financial advisor with Empower Advisory Group in Roseville, California. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including a long tenure at TIAA CREF since 2007. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and managed account solutions.

Russell Postell is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes roles at Principal Life Insurance Company, Ameritas Advisory Services LLC, Ameritas Investment Company LLC, Gebhardt Group, Farmers Financial Solutions, R Postell Insurance, and Capstone Financial Group. Outside of advisory duties, he is active as an insurance agent involved in the sale of fixed annuities, life, disability income, long-term care, group, and supplemental benefits. Principal Securities offers 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’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Campaigne Jr. is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Mariner Independent Advisor Network, Retirement Wealth Advisors, and his own firm, Campaigne Financial Group. In addition to advisory roles, he has been involved in selling fixed life, health, and disability insurance through Campaigne Insurance Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes various investment strategies delivered through both in-house portfolio management and third-party strategists.

Brian Conrad is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Conrad also works as an insurance agent offering various types of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation, multi-manager and hybrid portfolios, and ongoing due diligence across a range of risk profiles, delivering financial planning and portfolio management through multiple platforms and third-party asset managers.

Rainbow Brooks is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Mid Atlantic Capital Corporation and Strategy Asset Managers LLC. Outside of finance, he is involved as a beauty consultant for Mary Kay. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers services under fiduciary standards and features municipal advisory and underwriting activities, as well as specialized wealth planning for high-net-worth clients.

Clark Osterhout is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior firms include Edward Jones, Wells Fargo Clearing, LPL Financial, and Mariner Independent Advisor Network. He serves as treasurer on the boards of two nonprofits, Silver Wishes and the Rotary Club of Lincoln, and is a member of the City of Lincoln Fiscal & Oversight Committee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions through proprietary technology platforms and third-party managers.

Steven Wright is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Financial Services since 1997, including roles at The Principal Financial Group and Almond Valley Wealth Management. Wright is involved in fee-based financial planning and investment management, as well as marketing financial seminars through an outside business activity. 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 offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money managers under various advisory and promoter arrangements.

Ashish Patel is a financial advisor with Principal Financial Services, holding a Series 66 license and two years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2024, he worked for Best Buy Co. for 19 years. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steven Stahlberg is a financial advisor at D.A. Davidson & Co. with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2019, following a four-year tenure at Hilltop Securities Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Russell Jones is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton and Franklin Distributors. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Pamela Maybury is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her prior roles include positions at Arbor Point Advisors, Securities America Advisors, and Securities Service Network. She also operates Maybury Financial, a marketing DBA, and is a licensed life insurance agent specializing in estate planning. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Patrick Haggerty Jr. is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Inc., and he is currently associated with Harborpoint Financial & Insurance Services and Capital Edge Insurance & Financial Services, Inc. Outside of financial advising, he competes part-time on the Professional Bowlers Tour at regional and national levels. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of advisors, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Jennifer Staben is a financial advisor at Prime Capital Financial with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Financial Engines Advisors L.L.C. and TD Ameritrade. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—as well as trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Dane Sincere is a financial advisor at VALIC Financial Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 1997. He also serves as trustee of his family trusts, managing financial and administrative responsibilities for his siblings. 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, and brokerage services, utilizing Envestnet-developed UMA models and providing optional Tax Overlay and ESG Overlay services.

Benjamin Belmonte Valadez is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 designation and has worked previously at Merrill and Bank of America, N.A. prior to joining D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, and comprehensive financial planning, adhering to fiduciary standards under the Advisers Act and ERISA.

Scott Marlin is a financial advisor with Bankers Life Advisory Services, Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked primarily within various Bankers Life entities since 2002, including roles in securities and advisory services. In addition to his advisory work, he serves as Managing Director at Bankers Life and Casualty, where he manages a team, oversees hiring and training, and supports agents in selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting mainly to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Douglas Kyro is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position with Agia, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Brian Bain is a financial advisor with Valic Financial Advisors in Roseville, CA, holding a Series 66 credential and 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, he is involved as an agent for non-securities insurance products. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a broad range of investment options.