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.

Charles Simms IV is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WCG Wealth Advisors, LLC and Northwestern Mutual. Simms is also involved with Treloar & Heisel, LLC, where he participates in fixed insurance sales. MAI Capital Management provides investment management, wealth planning, and retirement consulting services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and trust services, with over $72 billion in assets under management.

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.

Arnold Bassett is a financial advisor with TIAA-CREF in Sacramento, CA, holding a Series 66 designation and having 21 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group that uses affiliated funds.

Marco Anaya is a financial advisor at Mariner with 14 years of industry experience and holds a Series 66 credential. His work history includes positions at Wells Fargo Advisors and LPL Financial. He provides administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. 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 discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations.

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.

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.

Caley Coss is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He is currently with Creative Planning, where he has worked since 2024. His prior experience includes roles at Edward Jones and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

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.

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.

David Comstock is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and with 22 years of industry experience. He has been with Allworth Financial since 2020 and has worked at 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 offers customized portfolio solutions using a variety of model strategies and utilizes technology to manage held-away employer retirement accounts without direct client credentials.

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.

Lilia Prather is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. She has over two decades of experience in the insurance industry, including a long tenure at Valentina Gaiduchik Insurance Agency prior to joining Principal in 2025. She is also involved in the sales and service of fixed life insurance, fixed annuities, and various other insurance products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Mark Crissman is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has been with Allworth since 2020 and also works 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 model strategies and third-party sub-advisers, along with financial planning and retirement plan consulting services.

Patrick Harney is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and seven years of industry experience. He has been with Allworth Financial since 2020 and also has ties to RAA. Outside of his advisory work, Patrick is an airline 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 employs customized portfolio strategies including core-satellite, pure-index, and specialized models such as buffered equity ETFs and options-based overlays, and is notable for its Airline division focused on airline employees and its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

John German is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding 30 years of industry experience. He has been with Allworth Financial since 2020 and has worked at RAA since 1994. 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, comprehensive financial planning, and specialized investment models, incorporating third-party sub-advisers and technology solutions to manage held-away employer retirement accounts.

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.

James Hall Jr. is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked with Allworth Financial since 2020 and has been associated with Raa since 2016. In addition to his financial advisory roles, Hall is 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 utilizes third-party sub-advisers when appropriate, with a distinctive focus on airline industry employees and managing privately offered Shorepoint income funds.

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.