Douglas Balmain Jr. is a financial advisor with Allworth Financial, L.P., holding 12 years of industry experience. He has been with Allworth Financial since 2020 and has also worked with RAA since 2013. Outside of his advisory role, Balmain is a partner in a non-investment-related business and 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 solutions using a variety of strategies, including model-based allocations and options-based overlays, and manages both discretionary and non-discretionary engagements.

Frank Avila is a financial advisor with Eagle Strategies (NY Life) in Elk Grove, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo affiliates. Avila is also the owner of A.V. Strategic Wealth Partners, a financial services firm. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Mitchell Fix is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding seven years of industry experience. Prior to joining Allworth Financial in 2020, he has worked as a pilot for Delta Air Lines for over 30 years. His role as a pilot is a notable outside activity unrelated to his advisory duties. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of strategies, including model allocations and options-based overlays, and operates an Airline division focused on airline industry employees.

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.

Paul Zanders is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He has been with Allworth Financial since 2020 and also works as 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 model allocations and specialized approaches such as Buffered Equity ETFs and options-based overlays, while utilizing third-party sub-advisers and technology to manage held-away employer retirement accounts.

Christopher Jackson is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. In addition to his advisory role since 2020, he has worked as a pilot for United Airlines since 1998. 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 without client login credentials.

Jason Campbell is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Strategic Wealth Advisors Group, LPL Financial, USA Financial Securities, and Cornerstone Financial Group. In addition to his advisory work, he owns JEC Tax & Financial Services, Inc., which provides tax preparation and accounting services. 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, utilizing technology platforms and third-party managers to implement a range of investment strategies.

David Bastoni is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Allworth Financial, and NewEdge Securities. Bastoni volunteers as a committee chair for the Ducks Unlimited Folsom Chapter annual banquet and serves on the HOA board for a Sarasota, Florida community. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures supported by centralized manager due diligence and technology tools.

Darrell Juliano is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 66 licenses, and has 30 years of industry experience. He has worked at Almond Valley Wealth Management since 2020 and operated Juliano Financial Services for 20 years. Juliano also serves as an insurance agent specializing in fixed life, annuity, disability income, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Katherine Schraeder is a financial advisor at Allworth Financial, L.P. with 20 years of industry experience. She holds the CFP® designation and has worked at Allworth Financial since 2020, alongside her ongoing role at RAA since 2006. Schraeder serves as a board member for St. Mary's School, advising on strategy and finances outside of trading and business hours. 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 without client login credentials.

Robert Nienaber is a financial advisor with TLG Advisors, Inc. based in Sacramento, CA, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. His prior roles include positions at The Leaders Group Inc, Lion Street Advisors, and Kestra Financial Services. He is also CEO of Benefit RFP, a consulting business he has run since 2013, and he is an author. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering investment supervisory services and portfolio management through independent advisors and sub-advisors.

Yamile Glenn is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior work includes roles at GWFS Equities, LPL Financial, CUNA Brokerage Services, SchoolsFirst Federal Credit Union, Unionbanc Investment Services, and MUFG Union Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Vincent Malinowski is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 13 years of industry experience. He has been with Allworth Financial since 2020. 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 strategies combining model approaches and third-party sub-advisers, along with comprehensive financial planning and specialized asset management services.

Ryan Depew is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked at Allworth Financial since 2020 and at RAA since 2017. In addition to his financial advisory roles, Ryan serves as a pilot in the U.S. Air Force. 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 various strategies, including model allocations and specialized approaches, and engages third-party sub-advisers as needed.

Kevin Wright is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at Next Peak Financial Group, Capstone Financial Group, and Ameritas, as well as ownership of Capstone Accountancy Inc, where he provides tax preparation and accounting services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and integrates multiple custodial and execution platforms to support tailored investment solutions.

Anthony Chee is a ChFC® credentialed advisor with Eagle Strategies (New York Life), based in Sacramento, CA. He has 25 years of experience in the financial services industry, including over two decades with New York Life Insurance Company. His background includes insurance brokering and selling non-registered products through various carrier appointments. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis.

David Dickson is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He has worked at Leslie Roper Day & Associates since 2024 and spent 19 years at Cambridge Investment Research Advisors prior to that. Outside of his advisory work, he owns Opa's Epoch Cookies, a business selling baked goods, and has worked as a tasting room associate at Willamette Wineworks. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and their individual and institutional clients nationwide. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and comprehensive back-office services.

Jesse Corriea is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company for seven years. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers.

Li Moy is a financial advisor at Mariner with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Mariner, Moy worked at Mercer Advisors and held positions at Better Mortgage and UBS Financial Services. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides specialized services such as tax compliance, Core Family Office offerings, and employer financial wellness tools.

Mark Musallam is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2016. Outside of his advisory role, he is involved in musical performance activities including writing and recording music under the name TimeMaker Entertainment. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers various programs including fee-based hourly consultation and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.