Judi Gordon is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Eagle Strategies, she was affiliated with NYLife Securities, LLC and New York Life Insurance Company. Outside of her advisory role, Gordon serves as a board member and treasurer for the Experimental Aircraft Association Hangtown Chapter 512 and works as a ground school flight instructor through Juliet Golf Aviation. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Sarah Johnson is a financial advisor with Eagle Strategies (NY Life) in Auburn, CA, holding a Series 66 designation and 16 years of industry experience. She has been with Eagle Strategies since 2015 and concurrently affiliated with Packard Financial and NyLife Securities LLC since 2014. Outside of her advisory work, she co-owns a rental property with her husband. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated affiliate structure.

Kenyon Lederer is a CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with CWM, LLC and has held roles at Pinnacle Wealth Management, Purshe Kaplan Sterling Investments, and Pinnacle Asset Management, among others. Lederer also serves as Vice President, Chief Compliance Officer, and Chief Investment Officer at Pinnacle Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory access, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

Timothy Vasdias is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2003, and has been with Ameritas Advisory Services since 2021. Vasdias is also licensed as an independent insurance agent specializing in fixed insurance products and annuities. 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 fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Gene Williams Jr. is a financial advisor with Centaurus Financial, Inc. in Rocklin, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Questar Asset Management and Questar Capital Corporation from 2013 to 2019. Gene also operates Granite Bay Financial Strategy, a non-investment related business for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental, technical, bottom-up, and top-down analyses.

Austin Niven is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Cameron Reid is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC. His work history includes roles at Edward Jones and LPL Financial. Outside of his advisory role, he is involved with CMR Financial, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies often implemented through third-party managers.

Ciaran Mccullaugh is a financial advisor with Empower Advisory Group located in Rocklin, CA. He holds a Series 66 designation and has seven years of industry experience, with previous roles at Edward Jones, Fidelity Investments, Merrill Lynch, Aperio, and State Street. Outside of advisory work, he manages a real estate rental property in Sacramento. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Premier IRA and retail brokerage clients. The firm’s services integrate closely with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates in their financial planning.

John Guess is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. His prior roles include positions at Edward Jones and several other financial firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and combining various investment strategies often implemented through third-party managers and TAMPs.

Anita Fong Chao is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth since 2012 and also spent a decade with Paragon Financial Services. Anita serves as a trustee for two family trusts based in Roseville, CA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, technology, and compliance services. The firm offers a range of investment solutions including discretionary model portfolios and customized advisory programs.

Ashley Garcia is a financial advisor with PNC Wealth Management in Roseville, CA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Raymond James & Associates, LPL Financial, and BMO Bank NA. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend portfolios managed by PNC or third-party strategists with emphasis on mutual funds and ETFs.

Kelly Kaneski is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding the ChFC® designation and Series 63 and 66 licenses. She has 27 years of industry experience, including roles at Mahoney Financial Organization and New York Life, where she has been associated since 1998. Outside of her advisory work, Kaneski volunteers with the American River Parkway Foundation’s Summer Solstice committee, which focuses on fundraising to maintain local recreational trails. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Anthony Chiu is a financial advisor at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Wells Fargo Advisors, Scottrade Investment Management, and U.S. Bancorp Advisors. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice mainly through non-discretionary, recommendation-based programs.

David Agee is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA. He holds Series 63 and Series 65 licenses and has 25 years of experience in the industry. His career includes roles at New York Life since 2001, and he owns Brent Agee Financial and Insurance Services as well as Harborpoint Financial & Insurance Services. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Elizabeth Dahlberg is a CFP® professional at Mercer Global Advisors Inc. with experience beginning in 2021. Prior to rejoining Mercer, she worked with a military family stationed abroad and at California Retina Consultants. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and platforms.

Dana Vega is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors. Dana has been with D.A. Davidson & Co. since 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Roberto Hernandez is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience and a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Hernandez volunteers as a basketball coach, serves as a commissioner on the Economic Development Commission in Vallejo, and is an author of a faith-based motivational book. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ivan Mercer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2015. Mercer serves on the board of directors for the Whitney Ranch Community Association. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to model portfolios and digital advisory solutions.

Dane Abrigana is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles in real estate sales at Better Homes and Gardens Real Estate and financial planning through his ownership of Thrive Financial Group, LLC. Prior to his advisory career, he worked for Intel Corporation for 28 years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Daniel Sincere is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, Sincere has held positions at several coffee-related businesses and served as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a broad network of advisors and relies on centralized technology and model solutions.