Jacob Angulo Bailey is a financial advisor at Focus Partners Wealth, LLC in Sacramento, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Allworth Financial, AW Securities, Golden 1 Credit Union, and LPL Financial LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Jing Chen is a financial advisor at Allworth Financial, L.P. with six years of industry experience. Chen holds CFP® and CFA® designations and has previously worked at Bank of America, Merrill, Empower Advisory Group, and Transpacific Financial Group. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a variety of model strategies and third-party sub-advisers to create customized portfolios and offers both discretionary and non-discretionary asset management services.

Michael Williams is a financial advisor with Allworth Financial, L.P., based in Sacramento, CA, bringing 13 years of industry experience. He has worked at Allworth Financial since 2020 and concurrently maintains a long-standing career 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 management using various model strategies and employs technology to manage held-away retirement accounts, with a notable focus on airline industry employees and management of privately offered income funds.

Joseph Clevenger III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has previously worked with Strategic Wealth Advisors Group, Inc. and LPL Financial LLC. Since 2023, he has also provided investment advisory services through Mariner Independent Advisor Network, an independent advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and a range of advisory programs. The firm’s fiduciary-based model includes both discretionary and non-discretionary services, employing various investment strategies and technology platforms to support client goals.

Kevin Duffy is a CFP® professional with 25 years of industry experience, currently associated with Allworth Financial, L.P. He has been with Hanson McClain Advisors and Hanson McClain Securities since 2015. Allworth Financial is a fee-based SEC-registered adviser serving high-net-worth individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs technology to manage held-away employer retirement accounts.

Chris Johnson is a financial advisor with Principal Financial Services in Elk Grove, CA, holding a Series 66 designation and 11 years of industry experience. He has worked with Principal Securities Inc. since 2016 and held a role at Principal Life Insurance Company from 2015 to 2019. Outside of his advisory work, Johnson serves as a committee member on the finance committee for the Sacramento Literacy Foundation and coaches middle school basketball at Bradshaw Christian School. 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’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

William Schratz is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He has worked at Allworth Financial since 2020 and also maintains a role at RAA. In addition to his financial career, William is 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 variety of model strategies and employs both discretionary and non-discretionary approaches, incorporating technology to manage held-away employer retirement accounts.

Tamara Radisic Harms is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Creative Planning since 2022 and previously held positions at Bank of America, Merrill, Guarantee Trust Life Insurance, and Wollborg Michelson Recruiting/Blue Shield of California. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and various institutional services.

Louay Elhadj is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 11 years of industry experience and has previously worked with firms including Morgan Stanley, UBS Financial Services, and Dunhill & Company, LLC. Outside of his advisory role, he is involved with Aarda International, Inc., which provides real estate and mortgage services, and he serves as an agent with Capstone Financial Group, an insurance agency. 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 combines support from an Investment Committee and third-party partners to construct and monitor client portfolios.

Mark Becker is an investment advisor representative with Kestra Advisory Services and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and also owns Becker Brothers Insurance Services and The Bee Box, a partnership unrelated to investment services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors, offering fiduciary services and access to multiple management platforms and third-party solutions.

Sean Fisler is a financial advisor with Commonwealth Financial Network in Folsom, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth since 2008 and also operates Fisler Financial Services, where he is involved in fixed insurance sales and serves as trustee of the company retirement plan. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, allowing advisors discretion to construct portfolios from a wide range of securities and insurance products while offering managed model portfolios and customized investment solutions.

Maria Foppiano is a ChFC® with four years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Folsom, CA. She has been with Allworth Financial since 2013. 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 using a variety of model strategies and employs both discretionary and non-discretionary engagement options.

Lee Rosenblum is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Dreamscore LLC, Inheritguard, LLC, and the Association of Financial Educators, among others. Rosenblum volunteers delivering financial education workshops and also engages in activities related to estate planning education and health insurance supplement products. Transamerica Financial Advisors serves a diverse client base, including individual investors, institutional plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios and offers discretionary and non-discretionary program options.

Kim Deleeuw is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. She has worked at Allworth Financial since 2020 and previously spent 15 years at GCISD. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary approaches, supported by technology to manage held-away accounts.

Manuel Vizcarra is a financial advisor with Citigroup Global Markets in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His background includes roles at Capital Datacorp and a one-year period outside the industry before joining CitiBank in 2020. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and operates with a combination of large institutional scale and specialized market roles.

William Kennedy is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked with multiple Ameritas entities and Capstone Financial Group since 2022, and prior to his advisory career, he was involved with AMP Printing, Inc. for nine years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supporting portfolio construction with an Investment Committee and third-party partners.

Corey Gamble is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at AW Securities since 2014 and Allworth Financial since 2013. Allworth Financial is an SEC-registered, fee-based 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 specialized models such as Buffered Equity ETFs, while employing discretionary and non-discretionary asset management and comprehensive financial planning.

David Pietruszewski is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has worked at Allworth Financial since 2020 and also has a longstanding role at Raa since 2013. In addition to his advisory career, Pietruszewski is 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 including core-satellite, pure-index allocations, and options-based overlays, and is notable for its ownership structure and specialized divisions such as an Airline division and management of privately offered income funds.

Christopher Lema is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2017, and previously spent eight years with Primerica Advisors and Guardian Life Insurance Co of America. Outside of his advisory work, he owns a Martinizing Dry Cleaning franchise and serves as treasurer of the California Cleaners Association. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and business consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.

Beau Mc Guire is a CFP® professional with six years of industry experience, currently with Allworth Financial, L.P. He has worked at AW Securities and Allworth Financial since 2018 and has held roles at University Enterprise Inc, Sacramento State University, CARMAX, Sacramento City College, and Lyft. 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 using model strategies and third-party sub-advisers, along with comprehensive financial planning and qualified retirement plan consulting.