Michael Arthurs is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes four years at Waddell & Reed and ongoing roles with Capstone Financial Group and Ameritas entities since 2014. Arthurs is also active in insurance product sales for individuals and businesses through Capstone Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Laurie Hadley is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Allworth Financial and its affiliate AW Securities since 2010. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including 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 technology solutions to manage held-away retirement accounts.

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.

Scott Yang is a CFP® professional with 14 years of industry experience, currently with Allworth Financial, L.P. He previously worked for Silicon Valley Wealth Advisors, LLC for 19 years. Outside of his advisory role, he works as an usher for Mountain Winery concerts during the May to October season. 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 model allocations and specialized offerings, using both discretionary and non-discretionary management approaches.

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.

John Kehoe is a financial advisor with Ameritas Advisory Services, LLC in Folsom, California, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes a long tenure at Sei Investments Company and roles at several other financial firms. He is also involved with Capstone Financial Group, assisting in recruiting and onboarding representatives. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and discretionary and non-discretionary advisory services supported by a network of Investment Adviser Representatives and third-party partners.

Shweta Nand Agarwal is a CFP® professional with 11 years of industry experience, currently serving at Sanctuary Advisors, LLC. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning services using various analytical approaches and acts as a fiduciary under written advisory agreements.

William Blanchette is a CFP® with 20 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior work includes roles at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Financial Inc., Loring Ward Holdings, Inc., and Fidelity Brokerage Services LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, including model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.

Alexis Devorss is a financial advisor with Principal Financial Services in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Principal Securities since 2016 and at Westcorp Financial & Insurance Services since 2008. Her outside business activities include managing operations and sales for group insurance and group benefits at Westcorp Financial Services. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Judith Mcdaniel is a financial advisor at Allworth Financial, L.P. with 46 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior roles include positions at AW Securities, AFA Inc., and Cetera Advisor Networks LLC. Outside of financial advising, she serves as a child advocate with Douglas County CASA Inc. and is an investment committee member for the National Association of Insurance & Financial Advisors (NAIFA). Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts without client login credentials.

Arturo Campos is a ChFC® and Series 63 credentialed advisor with 42 years of industry experience. He is currently affiliated with SPC and has held roles at Parkland Securities, Jackson National Life, and Pan American Life. Campos also operates CCC Insurance Solutions, focusing on the sale of various insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

David Else is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Titus Wealth Management and LPL Financial. He provides investment advisory services through Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

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.

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.

Allison Scoggin is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Allworth Financial, L.P., where she has been since 2024. Her prior experience includes roles at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services, Inc. In addition to her advisory work, she has a related insurance agent role receiving trails from policies written under Tridea. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios with a range of model strategies and employs technology solutions to manage held-away employer retirement accounts without client login credentials.

Michael Demko is a financial advisor with Allworth Financial, L.P. and holds a Series 63 designation. He has 26 years of industry experience, including prior roles at Siena Wealth Management, Inc. and LWI Financial, Inc. He is the owner of Demko & Associates, Inc., an S-Corp formed in 2011 related to a tax preparation practice he managed until 2013. 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 various model strategies and offers both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting.

Peter Abi Nader is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Folsom, CA. Prior to joining Allworth Financial in 2022, he spent six years with Pennington Financial Group. 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 a range of model strategies and employs technology to manage held-away employer retirement accounts.

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.

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.

Quinn Carlsen is a CFP® professional with five years of industry experience currently with Allworth Financial, L.P. in Folsom, CA. Prior to joining Allworth, he held positions at State Street, Lagunitas Brewing Company, Get Fit Davis, and Morgan Stanley. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios, including model strategies such as core-satellite allocations and defined-outcome ETFs, and manages privately offered funds while offering both discretionary and non-discretionary asset management.