Mark Musallam is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2016. Outside of his advisory role, he is involved in musical performance activities including writing and recording music under the name TimeMaker Entertainment. 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 emphasizes tailored advice and offers various programs including fee-based hourly consultation and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

Justin Romo is a financial advisor with Brookstone Capital Management LLC in Sacramento, CA, holding a Series 65 license and five years of industry experience. Prior to joining Brookstone in 2021, he worked at Colliers International, where he prepared financial statements for commercial real estate owners. He also prepares taxes as an enrolled agent through a separate business activity. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Maria Fuentes is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020, as well as 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 uses customized portfolios with a range of model strategies and employs third-party sub-advisers, offering both discretionary and non-discretionary asset management.

Andrew Bondar is a financial advisor with Eagle Strategies (New York Life) based in Sacramento, CA. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Bondar has been affiliated with New York Life Insurance Company and Nylife Securities since 1996 and operates Bondar & Associates Financial and Insurance Services. He is also a shareholder in NYLARC Holding Company, Inc. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Linde is a financial advisor with United Planners' Financial Services of America and holds a Series 66 credential. He has 25 years of industry experience, including roles at LPL Financial and his own practice. In addition to advisory work, he is involved in insurance services through Solstice Insurance Services, focusing on property and casualty policies as well as fixed annuities and health-related insurance products. United Planners Financial Services is a national wealth-management firm that serves a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through a network of independent representatives and employs a primarily non-discretionary investment approach.

Daniel Gromatzky is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at RAA since 2007 and has been with Allworth Financial, L.P. since 2020. He is based in Sacramento, CA. 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 portfolios using a range of model strategies and utilizes both discretionary and non-discretionary asset management, supported by various sub-advisers and technology tools.

Wade Gribaldo is a financial advisor with Independent Financial Group, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Independent Financial Group since 2009, after prior roles at Cetera Wealth Services, LLC and Pension Planners Securities, Inc. Outside of advising, he owns and operates tax preparation and accounting businesses, including Monson & Associates and Perfect Balance Tax Service. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using a combination of firm and third-party models, employing both passive and active investment strategies across diverse risk profiles.

Charles Ebersole is a CFP®, ChFC®, and Series 63-licensed advisor with 35 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed at The Colony Group, LLC, HoyleCohen, and Foord, Van Bruggen & Pajak Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Cole Buxton is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He holds a Series 65 designation and has been with Allworth Financial since 2020. He also has a long-standing affiliation with Raa dating back to 1998. 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 model allocations and specialized equity approaches, and utilizes technology to manage held-away retirement accounts.

Joseph Fernandes is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with six years of industry experience. He is also a pilot for Delta Air Lines, a role he has held alongside his advisory work. 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 leverages technology to manage held-away employer retirement accounts without client login credentials.

Mark Pratt is a financial advisor with Eagle Strategies (NY Life) based in Davis, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Eagle Strategies since 2009 and concurrently operates Pratt Financial & Insurance Services. Pratt serves on the Finance Committee and Lifelong Learning Committee of the Asian Cultural Center Sacramento Valley, an organization providing services to seniors in the Sacramento area. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement plans and advisory solutions tied to insurance and annuity products.

Sarah Fong is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. In addition to her advisory work, she has experience as a pharmacy technician. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent advisers, utilizing a range of program structures and technology tools to support client needs.

James George is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He holds a Series 65 credential and has been with Allworth Financial since 2020. Prior to that, he worked at RAA beginning in 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 portfolios through various model strategies, including core-satellite, pure-index, and options-based overlays, and is noted for its Airline division and management of privately offered Shorepoint income funds.

Danny Fong is a financial advisor with Principal Financial Services in Sacramento, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Principal Life Insurance Company since 2015 and has been associated with Princor Financial Services Corporation since 2001. Outside of investment advising, he is involved in selling long-term care and fixed life insurance products through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under different advisory and promoter arrangements.

Ron Brown Jr. is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Strategic Wealth Advisors Group and LPL Financial. Outside of advisory work, he is a commercial pilot who flies and teaches others to fly airplanes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and managed account solutions. The firm uses a fiduciary-based advisory model that incorporates a range of investment strategies and third-party managers.

Richard Baumann is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has been with Allworth Financial since 2020 and also 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 strategies, including core-satellite and defined-outcome ETF approaches, and uses technology to manage held-away employer retirement accounts.

Sean Kelleher is a CFP® with eight years of industry experience and is currently with Empower Advisory Group. His prior roles include positions at Towerpoint Wealth, Cetera Advisors LLC, and CalPERS. He is also a licensed insurance agent. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Stanley Guillory is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked at Allworth Financial since 2020 and also maintains a longstanding career as 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 range of model strategies and employs technology to manage held-away accounts, with a notable focus on airline industry employees and privately offered income funds.

Marina Armbruster is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America Advisors and Securities America, Inc. Armbruster also owns and operates School Benefit Services, Inc., where she provides financial advisory services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to its clients.

Jakub Cech is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Confluence Financial Planning LLC, Bank of America, and Merrill. Prior to his advisory roles, he was involved with Tennis Development LLC, indicating experience outside traditional financial services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.