Snehalkumar Shah is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his advisory career in 2025. He has prior experience managing tax preparation, bookkeeping, and payroll services through Harshad Shah Financial Services Inc. Shah is also active as a health insurance producer with Illinois Health Agents Inc, working with various insurance carriers. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, offering integrated retirement plan solutions and multiple advisory platforms.

Daniel Griffin is a financial advisor at Allworth Financial, L.P. in Sacramento, CA with 13 years of industry experience. He has been with Allworth Financial since 2020. 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-based approaches and specialized offerings like Buffered Equity ETFs and options overlays, and utilizes third-party sub-advisers and technology to manage assets across various client types.

Stephen Machado is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at NYLIFE Securities LLC, New York Life Insurance, and Knights of Columbus Asset Advisors. Outside of his advisory work, Machado serves as an officer for the Galt Council of the Knights of Columbus and maintains a small digital marketing business supporting a few long-term clients. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Balecki is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including proprietary research, futures and derivatives services, and tailored solutions for high-net-worth clients.

Christopher Grellas is a CFP® professional with nine years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following prior roles at AW Securities and Allworth Financial, LP. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through an extensive network of independent investment adviser representatives. The firm provides a wide range of services, including comprehensive portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence processes.

Patrick Connelly is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding nine years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with Raa since 2017. In addition to his financial advisory roles, he is a commercial airline 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 strategies and maintains specialized services, including a division focused on airline industry employees and management of privately offered income funds.

Sean Onitsuka is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He has worked at Allworth Financial since 2020 and concurrently serves as a pilot for Delta Air Lines. 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 incorporating model-based allocations and uses technology to manage held-away accounts, with a notable focus on serving airline industry employees and managing privately offered income funds.

Adam Kint is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Allworth, he worked at Hanson McClain Securities and Cambridge Investment Research. Outside of advising, he serves on the board of directors for Hands for Hope, a youth charity. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies ranging from core-satellite and pure-index allocations to specialized options-based models and uses third-party sub-advisers and technology to support client accounts.

Rita Gibson is a financial advisor with Hornor, Townsend & Kent, LLC in Sacramento, California, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1989 and also operates Rita Gibson Insurance Services, focusing on life insurance brokerage. Gibson is involved in her local community as a member of the management team of ArcadeChurch, where she advises on church property, finance, and personnel issues. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in assets with a range of discretionary and non-discretionary account options.

William Gilmore is a Series 66-licensed financial advisor at Farther with 17 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Portfolio Management Consulting, and Telmate. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke or algorithmic model portfolios with automatic rebalancing.

Lisa Cristiano is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. She has worked at Allworth Financial since 2020 and is also a pilot for American Airlines, where she has been employed since 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 portfolios utilizing various model strategies and leverages technology to manage held-away employer retirement accounts.

Gary Krasnov is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 16 years of industry experience. His work history includes roles at Allworth Financial since 2020, as well as positions with RAA and Advisor Risk Management Company, alongside a prior career at Delta 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 employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

David Duquemin is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds a Series 65 designation and has been with Allworth Financial since 2020. Outside of his advisory role, David is a pilot for American Airlines. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management and comprehensive financial planning, utilizing model strategies and third-party sub-advisers, and operates specialized divisions including one focused on airline industry employees.

Tu Niem is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His career includes roles at Musarubra US, LLC, World Financial Group, and Crowdstrike Holdings Inc. Outside of financial advising, Niem manages restaurant operations for two businesses, Far East Cafe and Poke Ichii, and provides cybersecurity consulting services through Musarubra US, LLC. Transamerica Financial Advisors serves a wide range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers across multiple platforms, with regulatory assets under management reported at about $1.7 billion.

Bruce Killips is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Allworth Financial since 2020. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies ranging from core-satellite and index allocations to specialized options-based overlays and manages both discretionary and non-discretionary engagements.

Jeffrey Egli is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He has worked at Allworth Financial since 2020 and also serves as a pilot for United 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 both discretionary and non-discretionary engagements.

Daniel Toman is a CFP® professional with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior experience includes roles at Viewpoint Financial Network, Confluence Financial Planning, Commonwealth Financial Network, and Cynthia Meyers CFP. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses a discretionary, customized portfolio approach supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Anthony Desantis is a financial advisor with Allworth Financial, L.P., holding a Series 65 credential and 31 years of industry experience. He has worked at Allworth Financial since 2020 and has been associated with Raa since 1994. Outside of his advisory work, he is a partner and director at Expert Financial Systems, LLC, a company involved in stored value and credit card processing. 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 technology to manage held-away employer retirement accounts.

Diego Villicana Franco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, New York Life, and NyLife Securities. Outside of his advisory role, he is associated with Villmatic Financial, a non-investment-related activity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Bryce Leafman is a financial advisor at Mariner with one year of industry experience and holds a Series 66 designation. Prior to joining Mariner, he worked at Ameriprise and MassMutual Life Insurance Company. Outside of his advisory role, Leafman is a freelance musician and serves as a substitute musician for multiple symphony orchestras, including the Santa Cruz and Stockton Symphonies. 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 a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.