Bobby Benyamin is a CFP® with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Folsom, CA. He has been with Allworth Financial since 2018 and previously worked at AW Securities and Prime Communications. 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 through various model strategies and manages privately offered funds, with ownership interests that include private investment vehicles and the Ontario Teachers’ Pension Plan.

Hannah Manzo is a financial advisor with Principal Financial Services in Roseville, CA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Health Plan One, State Farm, and Finance of America Mortgage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Frank De Vito is a financial advisor with Principal Financial Services in Roseville, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Old Republic Title. Principal Securities offers brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Deborah Grose is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Lake Tahoe Wealth Management, LLC and Tbffp, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm uses diversified, risk-class based allocations combining passive and active management and offers a range of implementation tools and services supported by an internal Investment Committee.

Jing Chen is a financial advisor at Allworth Financial, L.P. with six years of industry experience. Chen holds CFP® and CFA® designations and has previously worked at Bank of America, Merrill, Empower Advisory Group, and Transpacific Financial Group. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a variety of model strategies and third-party sub-advisers to create customized portfolios and offers both discretionary and non-discretionary asset management services.

Richard Han is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He has been with D.A. Davidson since 2016 and holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Mazher Mir is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at Morgan Stanley and TD Ameritrade. Outside of finance, he contributes as an OpEd writer for the Dhaka Tribune and serves as a mentor and advisor to the CEO of Roybi Robots. Valic Financial Advisors primarily serves U.S.-based 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, utilizing Envestnet’s UMA models for portfolio construction and management.

Eric Garrison is a financial advisor with D.A. Davidson & Co., holding Series 63, 65, and 66 designations and 24 years of industry experience. He worked at Morgan Stanley for six years before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Kevin Duffy is a CFP® professional with 25 years of industry experience, currently associated with Allworth Financial, L.P. He has been with Hanson McClain Advisors and Hanson McClain Securities since 2015. Allworth Financial is a fee-based SEC-registered adviser serving high-net-worth individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs technology to manage held-away employer retirement accounts.

Austin Alcaine is a financial advisor at D.A. Davidson & Co. with three years of industry experience and holds the Series 66 designation. Before joining D.A. Davidson, he worked at Trane Technologies for four years and attended the University of Kansas. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Tamara Radisic Harms is a CFP® and holds a Series 66 license with six years of industry experience. She has worked at Creative Planning since 2022 and previously held positions at Bank of America, Merrill, Guarantee Trust Life Insurance, and Wollborg Michelson Recruiting/Blue Shield of California. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including high-net-worth individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and various institutional services.

Louay Elhadj is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has 11 years of industry experience and has previously worked with firms including Morgan Stanley, UBS Financial Services, and Dunhill & Company, LLC. Outside of his advisory role, he is involved with Aarda International, Inc., which provides real estate and mortgage services, and he serves as an agent with Capstone Financial Group, an insurance agency. 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 combines support from an Investment Committee and third-party partners to construct and monitor client portfolios.

Robert Swanson is a financial advisor with Empower Advisory Group in Roseville, California. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including a long tenure at TIAA CREF since 2007. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and managed account solutions.

Russell Postell is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes roles at Principal Life Insurance Company, Ameritas Advisory Services LLC, Ameritas Investment Company LLC, Gebhardt Group, Farmers Financial Solutions, R Postell Insurance, and Capstone Financial Group. Outside of advisory duties, he is active as an insurance agent involved in the sale of fixed annuities, life, disability income, long-term care, group, and supplemental benefits. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services emphasize financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

John Campaigne Jr. is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Mariner Independent Advisor Network, Retirement Wealth Advisors, and his own firm, Campaigne Financial Group. In addition to advisory roles, he has been involved in selling fixed life, health, and disability insurance through Campaigne Insurance Associates. 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 and utilizes various investment strategies delivered through both in-house portfolio management and third-party strategists.

Brian Conrad is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Conrad also works as an insurance agent offering various types of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation, multi-manager and hybrid portfolios, and ongoing due diligence across a range of risk profiles, delivering financial planning and portfolio management through multiple platforms and third-party asset managers.

Sean Fisler is a financial advisor with Commonwealth Financial Network in Folsom, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Commonwealth since 2008 and also operates Fisler Financial Services, where he is involved in fixed insurance sales and serves as trustee of the company retirement plan. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and back-office support, allowing advisors discretion to construct portfolios from a wide range of securities and insurance products while offering managed model portfolios and customized investment solutions.

Rainbow Brooks is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Mid Atlantic Capital Corporation and Strategy Asset Managers LLC. Outside of finance, he is involved as a beauty consultant for Mary Kay. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers services under fiduciary standards and features municipal advisory and underwriting activities, as well as specialized wealth planning for high-net-worth clients.

Clark Osterhout is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior firms include Edward Jones, Wells Fargo Clearing, LPL Financial, and Mariner Independent Advisor Network. He serves as treasurer on the boards of two nonprofits, Silver Wishes and the Rotary Club of Lincoln, and is a member of the City of Lincoln Fiscal & Oversight Committee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions through proprietary technology platforms and third-party managers.

Steven Wright is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Financial Services since 1997, including roles at The Principal Financial Group and Almond Valley Wealth Management. Wright is involved in fee-based financial planning and investment management, as well as marketing financial seminars through an outside business activity. 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 managers under various advisory and promoter arrangements.