Craig Mc Vey is a financial advisor at Allworth Financial, L.P. with two years of industry experience. Prior to joining Allworth, he worked at Retirement Advisors of America and has been involved in dental consulting and success coaching through CTM Dental Consulting and Quantum Leap Success in Dentistry. 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 through a variety of model strategies and third-party sub-advisers, along with financial planning and specialized services such as qualified retirement plan consulting and annuity sub-account management.

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.

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.

Brenda Upton is a CFP® professional with one year of industry experience, currently affiliated with Allworth Financial, L.P. She previously worked at Ryan Wealth Management for nine years before joining Allworth Financial. 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 options-based overlays, and is notable for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Patrick Henry is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Allworth Financial, L.P. since 2004 and previously worked at Hanson McClain and AW Securities. He serves as president of the Valley Hi Country Club board of directors, overseeing its strategic planning and financial review. 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 strategies and employs technology to manage held-away employer retirement accounts.

Mario Farfan is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm specializes in multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and the ability to provide derivatives and futures services.

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.

Danny Valenzuela is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Investment Management Services LLC and Principal Financial. 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 variety of model strategies and utilizes third-party sub-advisers as needed, offering both discretionary and non-discretionary 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.

Kyle Felske is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HighTower Securities, Loring Ward Securities, and Scottrade. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions with discretionary and non-discretionary portfolio management and financial planning services.

Hugh Phillips is a CFP® with 38 years of experience in the financial services industry. He is currently with Allworth Financial, L.P. Prior to this, he worked at Hanson McClain Advisors and Securities America in various capacities. Allworth Financial is a fee-based SEC-registered adviser serving a wide range of clients, including high-net-worth individuals, trusts, estates, and corporate clients. The firm employs a variety of investment strategies, including model portfolios and specialized approaches such as Buffered Equity ETFs and options-based overlays, and operates distinctive divisions such as an Airline division and management of privately offered Shorepoint income funds.

Erick Hoyer is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab & Co and Edward Jones. Outside of his advisory role, he owns a rental property in Kings Beach, California. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Lee Sorcinelli is a financial advisor at Allworth Financial, L.P. with two years of industry experience. Prior to joining Allworth Financial, he worked at Retirement Advisors of America and spent ten years at Sun City West Dental. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio management using a range of model strategies and employs third-party sub-advisers when appropriate, alongside comprehensive financial planning and retirement plan consulting services.

Kathleen Carpenter is a CFP® with 34 years of industry experience. She is currently an advisor at Allworth Financial, L.P., where she has worked since 2022. Prior to joining Allworth, she spent 18 years at LPL Financial, LLC. 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, index allocations, and specialized approaches using defined-outcome ETFs and options overlays.

Jason Ezzell is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill Lynch since 1999 and Bank of America since 2011, joining Hightower Advisors in 2014. Outside of his advisory work, he operates a vehicle rental on the Turo car sharing app in Oahu, Hawaii. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, offering access to various investment vehicles and proprietary research through its network of advisor practices.

Bret Butcher is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds the Series 66 designation and has worked at Allworth Financial since 2019 and YellowBrickRoad Financial Advisors, LLC since 2016. 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 employer retirement accounts.

Herman Doughty V is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds the Series 66 designation and has been with Allworth Financial since 2011. Prior to and alongside his current role, he has been associated with AW Securities since 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 portfolio management utilizing various model strategies and employs technology to manage held-away employer retirement accounts without requiring client login credentials.

Allegra Swan is a CFP® professional with 14 years of experience in the financial services industry. She is currently with Allworth Financial, L.P., where she has worked since 2021. Prior to joining Allworth, she held positions at Strategic Wealth Advisors Group, LLC and LPL Financial. 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 employing various model strategies and uses technology to manage held-away employer retirement accounts without requiring client login credentials.

Timothy Phillips is a financial advisor with Principal Financial Services in Elk Grove, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Principal, he worked in logistics and healthcare, including roles at Avanti Logistics, LLC, where he is the owner, and DaVita. He also serves as treasurer on the board of Cosumnes Wrestling, a nonprofit youth wrestling club. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.