Paul Zanders is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for Delta Air Lines. 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 approaches such as Buffered Equity ETFs and options-based overlays, while utilizing third-party sub-advisers and technology to manage held-away employer retirement accounts.

Christopher Jackson is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. In addition to his advisory role since 2020, he has worked as a pilot for United Airlines since 1998. 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 employs technology to manage held-away employer retirement accounts without client login credentials.

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.

Jason Campbell is a financial advisor with Private Advisor Group, LLC in Sacramento, CA, holding Series 65 and Series 63 credentials and having 10 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, LLC, LPL Financial, LLC, USA Financial Securities, and Cornerstone Financial Group. Outside of his advisory work, he is the owner of JEC Tax & Financial Services, Inc., which provides tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

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.

David Bastoni is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Allworth Financial, and NewEdge Securities. Bastoni volunteers as a committee chair for the Ducks Unlimited Folsom Chapter annual banquet and serves on the HOA board for a Sarasota, Florida community. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures supported by centralized manager due diligence and technology tools.

Darrell Juliano is a financial advisor with Principal Financial Services, holding the ChFC® designation and Series 63 and 66 licenses, and has 30 years of industry experience. He has worked at Almond Valley Wealth Management since 2020 and operated Juliano Financial Services for 20 years. Juliano also serves as an insurance agent specializing in fixed life, annuity, disability income, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, and active-duty military personnel. 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.

Katherine Schraeder is a financial advisor at Allworth Financial, L.P. with 20 years of industry experience. She holds the CFP® designation and has worked at Allworth Financial since 2020, alongside her ongoing role at RAA since 2006. Schraeder serves as a board member for St. Mary's School, advising on strategy and finances outside of trading and business hours. 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 technology to manage held-away retirement accounts without client login credentials.

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.

Vincent Malinowski is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 13 years of industry experience. He has been with Allworth Financial since 2020. 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 combining model approaches and third-party sub-advisers, along with comprehensive financial planning and specialized asset management services.

Ryan Depew is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked at Allworth Financial since 2020 and at RAA since 2017. In addition to his financial advisory roles, Ryan serves as a pilot in the U.S. Air Force. 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 strategies, including model allocations and specialized approaches, and engages third-party sub-advisers as needed.

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.

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.