Brian Bain is a financial advisor with Valic Financial Advisors in Roseville, CA, holding a Series 66 credential and 19 years of industry experience. He has been with Valic Financial Advisors since 2006 and has also worked at Agia since 2022. Outside of his advisory role, he is involved as an agent for non-securities insurance products. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet UMA models and supporting a broad range of investment options.

Danny Valenzuela is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Investment Management Services LLC and Principal Financial. 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 variety of model strategies and utilizes third-party sub-advisers as needed, offering both discretionary and non-discretionary services.

Kimberly Foss is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2023. Prior to joining Mercer, she spent 20 years at Empyrion Wealth Management Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm uses a Modern Portfolio Theory-based approach emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Kyle Felske is a financial advisor at Hightower Advisors with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HighTower Securities, Loring Ward Securities, and Scottrade. Hightower provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a variety of investment vehicles. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions with discretionary and non-discretionary portfolio management and financial planning services.

Hugh Phillips is a CFP® with 38 years of experience in the financial services industry. He is currently with Allworth Financial, L.P. Prior to this, he worked at Hanson McClain Advisors and Securities America in various capacities. Allworth Financial is a fee-based SEC-registered adviser serving a wide range of clients, including high-net-worth individuals, trusts, estates, and corporate clients. The firm employs a variety of investment strategies, including model portfolios and specialized approaches such as Buffered Equity ETFs and options-based overlays, and operates distinctive divisions such as an Airline division and management of privately offered Shorepoint income funds.

Victoria Jopson is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Roseville, CA, and has seven years of industry experience. She has been with Valic Financial Advisors since 2008 and also holds a position with Agia related to non-securities insurance products. 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.

Camille Butterfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. She has worked with Monolith Wealth Advisors, Inc. and Afea, and holds leadership roles including chapter president of a nonprofit that provides educational workshops. Additionally, she facilitates access to estate planning document services for clients. AE Wealth Management serves a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment approaches.

Erick Hoyer is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab & Co and Edward Jones. Outside of his advisory role, he owns a rental property in Kings Beach, California. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Lee Sorcinelli is a financial advisor at Allworth Financial, L.P. with two years of industry experience. Prior to joining Allworth Financial, he worked at Retirement Advisors of America and spent ten years at Sun City West Dental. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio management using a range of model strategies and employs third-party sub-advisers when appropriate, alongside comprehensive financial planning and retirement plan consulting services.

Kathleen Carpenter is a CFP® with 34 years of industry experience. She is currently an advisor at Allworth Financial, L.P., where she has worked since 2022. Prior to joining Allworth, she spent 18 years at LPL Financial, 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 core-satellite, index allocations, and specialized approaches using defined-outcome ETFs and options overlays.

Jason Ezzell is a financial advisor with Hightower Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked at Merrill Lynch since 1999 and Bank of America since 2011, joining Hightower Advisors in 2014. Outside of his advisory work, he operates a vehicle rental on the Turo car sharing app in Oahu, Hawaii. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, offering access to various investment vehicles and proprietary research through its network of advisor practices.

Bret Butcher is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds the Series 66 designation and has worked at Allworth Financial since 2019 and YellowBrickRoad Financial Advisors, LLC since 2016. 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 employer retirement accounts.

Herman Doughty V is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds the Series 66 designation and has been with Allworth Financial since 2011. Prior to and alongside his current role, he has been associated with AW Securities since 2005. 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 utilizing various model strategies and employs technology to manage held-away employer retirement accounts without requiring client login credentials.

Allegra Swan is a CFP® professional with 14 years of experience in the financial services industry. She is currently with Allworth Financial, L.P., where she has worked since 2021. Prior to joining Allworth, she held positions at Strategic Wealth Advisors Group, LLC and LPL Financial. 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 management employing various model strategies and uses technology to manage held-away employer retirement accounts without requiring client login credentials.

Randi Marsh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 10 years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, Marsh owns and operates a florist business specializing in wedding flower design. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment process.

Phillip Monroe is a financial advisor with Allworth Financial, L.P. in Folsom, CA. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at LPL Financial and Golden1 Credit Union. 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 through a mix of model strategies and utilizes technology to manage held-away employer retirement accounts, with notable ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Russell Hall is a financial advisor at Allworth Financial, L.P. with 35 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2023, he worked at M.S. Howells & Co., Inc. and Hall Private Wealth Advisors from 2015 to 2023. 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, including core-satellite, index-based, and options-based approaches, and uses third-party sub-advisers and technology solutions to manage held-away employer retirement accounts.

Wesley Scoggin is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Securities America Advisors, Arpor Point Advisors, and Franklin Templeton Financial Services Corp. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios combining model strategies and third-party sub-advisers, offering both discretionary and non-discretionary services, and supports specialized client segments such as airline industry employees.

Christian Harris is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding the ChFC® designation and Series 66 license, with seven years of industry experience. He previously worked at Edward Jones for six years and has experience with Accounting Wizards LLC and Benedictine University at Mesa. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios with various model strategies, uses third-party sub-advisers, and offers technology solutions for managing held-away employer retirement accounts.

Matthew Uno is a financial advisor with Principal Financial Services, holding a Series 66 license and 12 years of industry experience. His work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha Investor Services. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.