Kevin Ash is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Camlin Steel and Center Unified School District. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

William Hagerty is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked with Eagle Strategies since 2000 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since the mid-1990s. Hagerty serves as a board member for the Children's Miracle Network at UC Davis Children's Hospital, where he assists with networking-event planning and coordination. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Antonio Scaletti is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wetherby Asset Management and Roof, Eidam & Maycock. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques.

Jeffrey Geslison is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at firms including Gwfs Equities, Inc., MML Distributors, LLC, MassMutual, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Tosh Matteis is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Agia and Princor Financial Services Corporation. Outside of his advisory work, Matteis serves as a junior varsity volleyball coach for the Roseville Joint Union High School District. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Robert Jenkins is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2019. Jenkins is also vice president of the Placer Alumni Chapter of the Sacramento State Alumni Association. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jack Zboralske is a financial advisor at CWM, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Pinnacle Asset Management. Outside of his advisory roles, he serves as a non-paid civilian board member for Sacramento Valley Crime Stoppers, supporting local law enforcement through anonymous tip services and fundraising. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Steven Rau is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including long tenures at LPL Financial and Strategic Wealth Advisors Group. Rau is licensed as a life and health insurance agent in California. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model with access to proprietary and third-party managed account solutions and employs various investment strategies through multiple technology platforms.

Joseph Manzo is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Meridian Wealth Management and Insurance Services since 2021 and a decade of work with Principal Life Insurance and Principal Securities. Manzo also owns Manzo Financial, a sole proprietorship for managing business expenses unrelated to investment advisory services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager programs through various adviser and promoter arrangements.

Aaron Ivey is a financial advisor with Voya Financial Advisors, Inc. and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including roles at Voya Retirement Advisors, LLC and Pruco Securities LLC. Voya Financial Advisors, Inc. serves a diverse range of individual and institutional clients, providing services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary, recommendation-based arrangements across multiple program structures.

Lynzie Wolters is a ChFC® credentialed financial advisor with 13 years of industry experience, currently with Eagle Strategies (NY Life). She has worked at Eagle Strategies since 2020 and has held roles at Capital Edge Insurance & Financial Services, NYLIFE Securities, LLC, and New York Life Insurance Company since 2013. Outside of her advisory work, she volunteers with several nonprofit organizations supporting law enforcement, firefighters, and their families. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Brad Heaps is a CFP® professional with 19 years of industry experience. He is currently with Farther and previously worked at Charles Schwab and Charles Schwab Bank for 19 years. He holds the Series 66 designation. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Ryan Heidrich is a financial advisor with Principal Financial Services, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for seven years before joining Principal Financial Services in 2016. Outside of advising, Heidrich is involved with Lionheart Enterprises, a business that imports goods to sell at county fairs and trade shows. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

James Ferguson is a financial advisor at VALIC Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with VALIC since 2015. In addition to his advisory role, he is an agent for non-securities insurance products at Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Chien Yeh is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. He holds a Series 66 designation and has 21 years of industry experience. Yeh has worked with Eagle Strategies and affiliated entities since 2011 and is a partner at Caduceus Financial & Insurance Services, where he brokers insurance and sells financial products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a focus on advisory services linked to insurance and annuity products.

Ryan Russo is a financial advisor with Valic Financial Advisors in Roseville, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Agia and AIG Retirement Services, as well as work outside the financial sector at Sonoma State University and Uber Technologies Inc. He is also an agent for non-securities insurance products with Agia. Valic Financial Advisors serves 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 large network of advisors, utilizing centralized technology and model solutions to support a substantial client base.

John Gendreau is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at AT&T for thirteen years and has experience that includes a period at New England Law | Boston. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dustin Davis is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at Edward Jones and LPL Financial LLC. Outside of his advisory work, he is involved in pickleball paddle sales and instruction through RooSportz LLC and Spare Time Sports Club in Folsom, CA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model that incorporates proprietary platforms and third-party managers to tailor investment strategies aligned with client goals and risk tolerances.

Elaine Chen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 18 years before joining Principal Life Insurance Company and Principal Securities, Inc. in 2026. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Matthew Neff is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Principal since 2007, working with both Principal Securities and Principal Life Insurance Company. Outside of his advisory role, he is involved in selling and servicing various insurance products, including long-term care, medical benefits, group health insurance, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under multiple advisory and promoter arrangements.