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.

Kimberly Foss is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2023. Prior to joining Mercer, she spent 20 years at Empyrion Wealth Management Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Victoria Jopson is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Roseville, CA, and has seven years of industry experience. She has been with Valic Financial Advisors since 2008 and also holds a position with Agia related to 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, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Camille Butterfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. She has worked with Monolith Wealth Advisors, Inc. and Afea, and holds leadership roles including chapter president of a nonprofit that provides educational workshops. Additionally, she facilitates access to estate planning document services for clients. AE Wealth Management serves a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment approaches.

Randi Marsh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 10 years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, Marsh owns and operates a florist business specializing in wedding flower design. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment process.

Matthew Uno is a financial advisor with Principal Financial Services, holding a Series 66 license and 12 years of industry experience. His work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha Investor Services. 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, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Kevin Remme is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has recently begun his career in the industry, with prior experience in construction-related roles. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria and manages most assets on a non-discretionary basis.

Jennifer Kyle is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. She holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior work includes roles at Farmers Financial Solutions, Farmers Insurance, and Nationwide Insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis through its integrated New York Life affiliate structure.

Brandon Prior is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities INC since 2016. Prior also has experience in insurance brokerage, including life, disability, fixed annuities, health, dental, and group benefits. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jeffrey Schnoebelen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at LPL Financial and Mariner Independent Advisor Network. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing proprietary technology and third-party managers to implement a variety of investment strategies.

Leonard Simpson is a financial advisor at Prime Capital Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including 20/20 Capital Management and Ameritas Life Insurance Corp. He serves as a board member for United Cerebral Palsy of Northern California. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, retirement plan trustee services, and family office offerings. The firm employs a variety of investment strategies and offers integrated tax and family office services through affiliated entities.

Wolfgang Hawlisch is a financial advisor at D.A. Davidson & Co. with 23 years of experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including Morgan Stanley, Wells Fargo Clearing, and RBC Capital Markets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Jonathon Roth is a CFP®-certified financial advisor with 18 years of industry experience, currently with Principal Financial Services. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013 and is also affiliated with Kleiderlein Wealth Advisors Group. Outside of his advisory work, Roth serves as vice president of the Roseville Youth Lacrosse board and coaches a youth lacrosse summer tournament team. 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 manager solutions through both adviser and promoter arrangements.

Jeffrey Kissiar is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Allstate Insurance Company, Bankers Life Securities, Bankers Life & Casualty, and LPL Financial. Outside of his advisory work, he serves as a high school football and basketball referee. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm employs a variety of program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer functions.

Carlos Alcaine is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at R W Baird & Co. for 11 years before joining D.A. Davidson in 2019. Outside of his advisory role, he serves as president of the Treelake Village Master Homeowners Association and vice president of the Wexford Homeowners Association, both nonprofit organizations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth programs tailored for high-net-worth individuals.