Debra James is a financial advisor with Allworth Financial, L.P., holding nine years of industry experience. She joined Allworth Financial in 2020 and concurrently works as a flight attendant 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 management using a range of model strategies and employs third-party sub-advisers when appropriate.

Alisa Chatham is a financial advisor at Primerica Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2014. Outside of her advisory work, she has invested in limited partnerships related to restaurants and educational technology, including Grammaropolis, which produces animated grammar learning content for children. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Charles Comeau is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation and bringing 30 years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with Raa since 1997. 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 through a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Scott Planer is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has worked with Ameritas and affiliated firms since 2018, including Capstone Financial Group where he engages in wealth planning and life insurance product sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, offering a range of managed account programs and fee-based management of variable annuity and universal life subaccounts.

Mayra Olarte is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial for five years. Outside of her advisory role, she is also an associate advisor with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches.

Mark Shone is a CFP® professional with 25 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2021, and he has also managed Shone Asset Management, LLC 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 using a variety of model strategies and integrates technology to manage held-away employer retirement accounts.

Michael Petersen is a financial advisor with TLG Advisors, Inc. He holds the ChFC® designation and Series 65 and 63 licenses, and has 23 years of industry experience. His prior roles include positions at Allianz Life, Questar Capital Corporation, Woodbury Financial Services, and Osaic Wealth. Petersen is also the founder of VDM Wealth and serves as Vice President of Life at Howard Insurance, where he facilitates sales of life insurance products. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm emphasizes manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

Casey West is a CFP® and CFA® affiliated with Allworth Financial, L.P. He has over 15 years of industry experience, including 13 years at Stewart and Patten LLC before joining Allworth Financial in 2024. Allworth Financial is a fee-based SEC-registered advisor 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 works with third-party sub-advisers, with notable operations including ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan as well as a specialized division serving airline industry employees.

Kenneth Mills is a Series 65-licensed financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 12 years of industry experience. He has worked at Allworth Financial since 2020 and Retirement Advisors of America since 2016. Outside of his advisory roles, he is an active pilot for Delta Air Lines, flying approximately 15 days per month. 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 when appropriate.

Ras Smith is a financial advisor at Allworth Financial, L.P. with six years of industry experience and holds a Series 65 credential. His prior experience includes roles at Cambridge Investment Research Advisors, Hub International, and Marsh McLennan Agency. He also conducts non-investment business activities related to insurance services through his affiliation with Marsh McLennan Agency LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management strategies, including discretionary and non-discretionary asset management, and notable offerings such as Buffered Equity ETFs and multiple specialized investment models.

John Grady is a CFP® and ChFC® with seven years of experience in financial advising. He has worked at Allworth Financial, L.P. since 2020 and previously spent ten years at American Financial Advisors, LLC. Before his advisory career, he was employed by Delta Air Lines for eleven years. 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 strategies and incorporates technology to manage held-away employer retirement accounts.

Brian Curland is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with nine years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with RAA since 2013. Outside of his financial career, he works as a pilot for Southwest 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 management, financial planning, and retirement plan consulting using a range of model strategies and third-party sub-advisers.

Carrie Miskawi is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Cornerstone Financial Group and AW Securities. Prior to her financial services career, she spent eleven years as a homemaker. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary investment approaches.

Robert Ryan III is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Ryan Wealth Management, Inc. and OSAIC. 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 to enhance client service.

Justin Bojanski is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Hanson McClain Securities and Hanson McClain Advisors (now Allworth Financial) since 2018 and previously worked at Newport Group from 2015 to 2018. 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, including defined-outcome ETFs and options overlays, and combines discretionary and non-discretionary services supported by technology to manage held-away employer retirement accounts.

Christopher Herrera is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His work history includes positions at Northwestern Mutual Investment Services LLC and HIFS Inc. based in Sacramento, CA. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.

Mark Fanning is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with seven years of industry experience. He holds a Series 65 credential and has worked at Allworth Financial since 2020, previously serving at Raa from 2017 and RNAV from 2015 to 2017. Outside of his advisory role, he is a member of two commercial and vacation property LLCs, though he does not actively participate in their management. 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 using various model strategies, integrates third-party sub-advisers, and provides both discretionary and non-discretionary engagements.

David Schauer is a financial advisor at Allworth Financial, L.P. with 28 years of industry experience. He holds the CFP® and CFA® designations and has been with Allworth Financial since 2004, also working with AW Securities since 2008. Outside of his advisory role, he is an investor and limited partner in commercial real estate through Coastal Star Partners LLC and Valley Star Partners. 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, pure-index, and options-based overlays, and utilizes technology to manage held-away employer retirement accounts.

Carsten Glas is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameritas Investment Company, Capstone Financial Group, and Aveanna Healthcare. Outside of finance, he is involved with the Sierra West Officials Association as a contractor enforcing league rules and maintaining player safety. Ameritas Advisory Services provides investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by both an internal Investment Committee and third-party partners.

Douglas Conklin is a financial advisor with Hightower Advisors in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2014. Outside of his advisory role, he is involved with an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of investment options and operational features tailored to various client needs.