Ron Brown Jr. is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Strategic Wealth Advisors Group and LPL Financial. Outside of advisory work, he is a commercial pilot who flies and teaches others to fly airplanes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and managed account solutions. The firm uses a fiduciary-based advisory model that incorporates a range of investment strategies and third-party managers.

Richard Baumann is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has been with Allworth Financial since 2020 and also works 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 strategies, including core-satellite and defined-outcome ETF approaches, and uses technology to manage held-away employer retirement accounts.

Sean Kelleher is a CFP® with eight years of industry experience and is currently with Empower Advisory Group. His prior roles include positions at Towerpoint Wealth, Cetera Advisors LLC, and CalPERS. He is also a licensed insurance agent. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Stanley Guillory is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked at Allworth Financial since 2020 and also maintains a longstanding career as 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 range of model strategies and employs technology to manage held-away accounts, with a notable focus on airline industry employees and privately offered income funds.

Marina Armbruster is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America Advisors and Securities America, Inc. Armbruster also owns and operates School Benefit Services, Inc., where she provides financial advisory services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to its clients.

Scott Machen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Independent Financial Group since 2009. Outside of his advisory role, he is a licensed California insurance agent and manages a tax-related business entity, Scott Machen, LLC. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both proprietary and third-party models for portfolio management, combining active and passive investment strategies across various risk profiles.

Jakub Cech is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Confluence Financial Planning LLC, Bank of America, and Merrill. Prior to his advisory roles, he was involved with Tennis Development LLC, indicating experience outside traditional financial services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

Malik Robinson is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Voya Financial Advisors, Inc., having joined in 2026. His prior experience includes roles at Nationwide Investment Services Corporation, Mutual of Omaha, LPL Financial, Morgan Stanley, Edward Jones, and several other firms. Voya Financial Advisors, Inc. serves a diverse client base that includes individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting, with a focus on recommendation-based, primarily non-discretionary advisory services.

Arturo Campos is a ChFC® and Series 63 credentialed advisor with 42 years of industry experience. He is currently affiliated with SPC and has held roles at Parkland Securities, Jackson National Life, and Pan American Life. Campos also operates CCC Insurance Solutions, focusing on the sale of various insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

Bryan Wertzer is a financial advisor with Independent Financial Group, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Independent Financial Group since 2009 and previously held positions at Pension Planners Securities, Inc. and Cetera Wealth Services, LLC. Wertzer is also a 50% owner of Sutley Wertzer, Inc., a marketing DBA related to his advisory work. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of firm- and third-party investment models and provides financial planning and portfolio management across multiple platforms.

Marco Rodriguez is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 credentials. He has 34 years of experience, including long-term roles at Principal Life Insurance Co. and Principal Securities Inc. Rodriguez serves as president of the Mexican Cultural Center of Northern California and is a board member for multiple nonprofit organizations, including Pride Industries Inc. and University Enterprise Inc. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

William Stevens is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 23 years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2020. Stevens also has a longstanding affiliation with Raa dating back to 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 management using a variety of model strategies and employs technology to manage held-away retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

James Dillon is a Certified Financial Planner® with 19 years of industry experience, currently serving as an advisor at Independent Financial Group, LLC since 2016. He is also a board member and CFO of Montessori Manor, Inc., a preschool and kindergarten, where he has been involved since 1992. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers customized financial planning and portfolio management through multiple platforms, combining strategic asset allocation with both passive and active investment strategies.

Raquel Salas Bramasco is a CFP® professional with over 10 years of experience in financial advisory. She has been with First Command Advisory Services since 2015. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs supported by a centralized Investment Management Team and Wealth Portfolio Managers who select and manage model portfolios using preapproved mutual funds, ETFs, and third-party managers.

Grant Mathews is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and The Thakar Group, Inc. Outside of finance, he has worked in retail and community settings, including In N' Out Burger and Bayside Church. Guardian Life’s Park Avenue Wealth Management is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and advisory services, including discretionary and non-discretionary model portfolios and digital advisory solutions.

James Linebarger is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked with Allworth Financial since 2020 and with RAA since 2017. Outside of finance, James is a pilot for United Airlines and is involved in real estate development and home building. 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 strategies, including core-satellite and options-based overlays, and employs both discretionary and non-discretionary engagements.

Michael Millen is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He joined Brookstone in 2025 and has prior experience managing a team focused on automation in the home health industry at Alita Systems, Inc. Millen previously worked with the Watchtower Bible and Tract Society. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Jack George is a financial advisor at Independent Financial Group, LLC in Sacramento, CA, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Cetera and Strategic Advocates, before joining Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and programs, employing a combination of strategic asset allocation and multi-manager portfolios.

Susan Rosing is a financial advisor with Allworth Financial, L.P., holding a Series 65 credential and 12 years of industry experience. She has worked with Allworth Financial since 2020 and has been associated with Retirement Advisors of America since 2012. 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 employer retirement accounts, while maintaining multiple affiliated businesses and specialized divisions.

John Dolan is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020 and Retirement Advisors of America since 2004. Outside of his advisory role, he serves as CFO of Expert Financial Systems, 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 model-based and specialized approaches, and utilizes third-party sub-advisers and technology to manage held-away retirement accounts.