Roger Ingwersen is a CFP® professional with over 54 years of experience in financial advising. He is currently with Allworth Financial, L.P., where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc. and The Harvest Group Wealth Management, LLC. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, utilizes third-party sub-advisers, and incorporates technology to manage held-away retirement accounts, with notable operations including an Airline division and management of privately offered income funds.

Stephanie Sharp is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Sage Advisory Services, Ltd. Co. 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 third-party sub-advisers and technology solutions to manage held-away retirement accounts.

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.

Alexis Dunbar is a Series 65-registered financial advisor at Allworth Financial, L.P. in Folsom, CA, with two years of industry experience. Prior to joining Allworth Financial, Alexis worked at Soesbe Financial and was involved in financial wellness education at Sacramento State. 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 retirement accounts, with a notable focus on airline industry employees and private real estate and credit investments.

John Kucserka is a financial advisor with NewEdge Advisors in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held roles with Goss Advisors and Mid Atlantic Financial Management, Inc., and serves as a senior financial advisor and owner at Alder Creek Wealth Management. Outside of advisory work, he is involved in organizing local volleyball tournaments and sells fixed insurance solutions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing in-house and third-party managers alongside technology tools and centralized due diligence.

Tyler Collier is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors and Principal Financial Group. Outside of his advisory role, Collier serves as a director of The Kurt Kitayama Foundation, a golf foundation that supports junior golfers in college recruitment and tournament preparation. 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 blend of model strategies and third-party sub-advisers, and it manages specialized offerings including defined-outcome ETFs and options-based overlays.

Lloyd Fillis is a financial advisor at Allworth Financial, L.P. with two years of industry experience. His prior work history includes roles at Retirement Advisors of America, DTB CPAs, Career Path Service, and Clearwater Paper. 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 also manages privately offered funds, with notable operations including an Airline division and affiliated businesses in brokerage and tax/accounting services.

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.

Robert Brennan is a financial advisor at Allworth Financial, L.P. with 40 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including LPL Financial and Cetera Advisor Networks, following a lengthy career in construction at Brennan Construction. Allworth Financial is a fee-based SEC-registered adviser serving a broad client base including high-net-worth individuals, qualified retirement plans, trusts, and charitable organizations. The firm offers customized portfolio management using diverse strategies and utilizes technology to manage held-away retirement accounts without client login information.

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.

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.

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.

Elisabeth Boaz is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Three Bell Capital LLC and several other firms across the financial services and related industries. 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 portfolios using various model strategies and utilizes third-party sub-advisers, while also managing privately offered funds and maintaining affiliated broker-dealer and tax/accounting practices.

Steven Burnett is a CFP® with 33 years of experience in the financial services industry. He has been associated with Allworth Financial since 1996 and has also worked with Hanson McClain Strategic Advisors, Inc. and AW Securities. Outside of his advisory role, he performs general homeowner association duties for Auburn Valley HOA in Auburn, CA. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized approaches, and manages both discretionary and non-discretionary accounts using technology to access held-away employer retirement assets.

Tamara Lowenberg is a CFP® professional with 17 years of experience in financial advising. She has been with Creative Planning since 2013. Outside of her advisory role, she is involved in Adriatic Express LLC, a transportation business based in Utah. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, alongside supplemental investment approaches and comprehensive retirement plan services.

Matthew Pulsipher is a CFP® and ChFC® with 25 years of experience in financial advisory roles. He is currently with Allworth Financial, L.P., where he has worked since 2024. His prior experience includes positions at Arbor Point Advisors, Securities America, and Cetera Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—as well as 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 employer retirement accounts without client login credentials.

David Johanson is a financial advisor at Allworth Financial, L.P. with 39 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes founding Johanson Financial Advisors and roles at Montage Tax, APW Capital, and Comprehensive Asset Management & Servicing. 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 both discretionary and non-discretionary approaches.

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.

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.