Patrick Donnelly is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Ameritas since 2021 and is also associated with Capstone Financial Group and True Course Retirement, where he provides financial planning, retirement advice, securities sales, and insurance services. Donnelly is licensed as an independent insurance agent to sell fixed insurance products, integrating insurance and investment advice in his practice. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

Kent Erickson is a financial advisor at Allworth Financial, L.P., holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at AW Securities, Allworth Financial, and Highway Financial Networks. Outside of advising, he has an ownership interest in Emerald City Associates, a multi-family property investment venture. 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 model strategies ranging from core-satellite to options-based overlays, and employs third-party sub-advisers as needed.

James Pak is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, he worked at UBS Financial Services from 2016 to 2018. He is also involved as a member manager at ED3 Property, LLC, a rental property management and private placement real estate business. 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 emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets through over 1,100 advisors across 151 offices.

Omaid Rahimi is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has worked previously at Journey Advisory Group and Newport Group. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, index allocations, and specialized approaches such as Buffered Equity ETFs and options-based overlays.

Julie Heath is a CFP® with 11 years of experience in the financial services industry. She is currently with GWN Securities Inc. and previously worked for eight years at Avantax Investment Services, Inc. In addition to her advisory role, she owns and operates a CPA practice specializing in tax planning, preparation, business consulting, and IRS representation, and serves as CFO for an energy equipment company. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and employs both model-based and tactical portfolio strategies.

Meredith Mussano is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. She previously worked at Merrill and Wells Fargo and is currently the successor trustee of a family living trust. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach.

Bradley Dehaven is a financial advisor with Centaurus Financial, Inc. in Fair Oaks, CA, holding a Series 63 license and bringing 37 years of industry experience. Prior to joining Centaurus in 2017, he worked at Allstate Insurance Co and has operated DeHaven & Associates Inc since 2006. Outside of advisory work, he is active as an author and public speaker on prescription drug abuse, serves as Chapter President of the American Financial Education Alliance in his local area, and acts as a Trust Protector for a Charitable Remainder Trust. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting through various platforms. The firm utilizes both discretionary and non-discretionary arrangements and employs a combination of fundamental, technical, bottom-up, and top-down investment analyses.

Richard Del Monte is a CFP® with 34 years of experience in the financial industry. He is currently with Allworth Financial, L.P. and has held roles at Heritage Apartments, Wymac Capital Inc, and Del Monte Group. Outside of advising, he serves on the board of the John Muir Health Foundation and is involved with the Church of Jesus Christ of Latter-day Saints and a local homeowners association. 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 strategies using model allocations and third-party sub-advisers, and it operates a specialized Airline division as well as managing privately offered real estate and credit funds.

Robert Gentry is a CFA® charterholder and holds a Series 65 license, with 28 years of experience in the financial industry. He is currently with Allworth Financial, L.P. and has been a partner and trustee at Stewart and Patten Co., LLC since 1997. Allworth Financial is a fee-based SEC-registered adviser that serves 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 investment approaches.

Vaishnavi Rajagopalan is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 65 and Series 66 designations and six years of industry experience. Her prior roles include seven years at UBS Financial Services and a position at Deals and Transformations LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients, offering customized portfolios through various model strategies and leveraging technology to manage held-away employer retirement accounts.

Michael Mulvany is a financial advisor at PlanMember Securities Corporation with 30 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 2010. Outside of his advisor role, he operates M2 Financial Group as a sole proprietor, offering life, disability, and health insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Umang Patel is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 66 designations and having 11 years of industry experience. He has worked at Edward Jones and has been with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he volunteers as a leader for a basic financial literacy workshop for middle and high school students. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and diverse investment advisory programs.

Jakob Hollingshaus is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience and has worked in various advisory and assistant roles, including at RAS Financial Services and Osaic Wealth Inc. Prior to his financial services career, he held educational positions at multiple schools and universities. Osaic Advisory Services, LLC serves a diverse clientele including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Scott Hanson is a CFP® with 35 years of industry experience, currently serving at Allworth Financial, L.P. since 1993. He is also a partner at Maidu Redevelopment, LLC, involved in radio communications, real estate investments, and insurance investments. Allworth Financial is an SEC-registered adviser providing a range of asset management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs diversified portfolio strategies and uses technology to manage held-away retirement accounts, with ownership including private investment vehicles and the Ontario Teachers’ Pension Plan.

Roger Ingwersen is a CFP® professional with over 54 years of experience in financial advising. He is currently with Allworth Financial, L.P., where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc. and The Harvest Group Wealth Management, LLC. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, utilizes third-party sub-advisers, and incorporates technology to manage held-away retirement accounts, with notable operations including an Airline division and management of privately offered income funds.

Stephanie Sharp is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. Her prior work includes roles at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Sage Advisory Services, Ltd. Co. 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 variety of model strategies and employs third-party sub-advisers when appropriate, with a distinctive ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Alexis Dunbar is a Series 65-registered financial advisor at Allworth Financial, L.P. in Folsom, CA, with two years of industry experience. Prior to joining Allworth Financial, Alexis worked at Soesbe Financial and was involved in financial wellness education at Sacramento State. 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 retirement accounts, with a notable focus on airline industry employees and private real estate and credit investments.

John Kucserka is a financial advisor with NewEdge Advisors in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held roles with Goss Advisors and Mid Atlantic Financial Management, Inc., and serves as a senior financial advisor and owner at Alder Creek Wealth Management. Outside of advisory work, he is involved in organizing local volleyball tournaments and sells fixed insurance solutions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing in-house and third-party managers alongside technology tools and centralized due diligence.

Tyler Collier is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors and Principal Financial Group. Outside of his advisory role, Collier serves as a director of The Kurt Kitayama Foundation, a golf foundation that supports junior golfers in college recruitment and tournament preparation. 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 portfolios using a blend of model strategies and third-party sub-advisers, and it manages specialized offerings including defined-outcome ETFs and options-based overlays.

Lloyd Fillis is a financial advisor at Allworth Financial, L.P. with two years of industry experience. His prior work history includes roles at Retirement Advisors of America, DTB CPAs, Career Path Service, and Clearwater Paper. 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 also manages privately offered funds, with notable operations including an Airline division and affiliated businesses in brokerage and tax/accounting services.