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.

Elizabeth Daffner is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 16 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has prior experience at GamePlan Financial Marketing, Ameritas Investment Corp, Capstone Financial Group, and Diligence Wealth Management, LLC. Outside of her advisory role, she is a member of the National Reined Cow Horse Association, where she participates in equestrian activities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Eric Garrison is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining D.A. Davidson in 2019, he worked at Morgan Stanley for six years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative analysis.

Joseph Clevenger III is a financial advisor at Private Advisor Group, LLC with 42 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes ten years at Strategic Wealth Advisors Group, Inc. and over two decades at LPL Financial LLC. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves a broad range of clients, including individuals, business entities, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, utilizing multiple advisory programs and access to third-party asset managers and model portfolios from firms such as Fidelity, BlackRock, and Goldman Sachs.

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 with D.A. Davidson & Co. holding a Series 66 designation and three years of industry experience. Prior to joining D.A. Davidson in 2022, he worked at Trane Technologies and attended the University of Kansas. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

William Schratz is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He has worked at Allworth Financial since 2020 and also maintains a role at RAA. In addition to his financial career, William is 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 using a variety of model strategies and employs both discretionary and non-discretionary approaches, incorporating technology to manage held-away employer retirement accounts.

Theodore Young is a financial advisor with Eagle Strategies (NY Life) in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has held various roles including leadership positions at Perry Young Insurance Solutions and Kaneski Associates Financial & Insurance Services. Young serves as a board member for the Sports Financial Advisors Association and the Northwoods League, a college baseball summer league. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of programs tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Louay Elhadj is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Reliance Home Mortgage Inc, Dunhill & Company, LLC, and Hansen & Associates Financial Group Inc. He is also involved with Arda International, Inc., a real estate and mortgage services company. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies for both discretionary and non-discretionary account management.

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® professional with 39 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes 16 years at LPL Financial, LLC, and Mariner Independent Advisor Network, LLC. He also operates Campaigne Insurance Associates, selling fixed life, health, and disability insurance. Private Advisor Group serves a diverse clientele including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad network of investment adviser representatives and multiple advisory platforms.

Brian Conrad is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, he is an insurance agent offering various types of insurance products and is a 50% owner of a marketing DBA used for securities and insurance business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment platforms and third-party managers to implement client portfolios.

Charles Simms IV is a financial advisor at MAI Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at WCG Wealth Advisors, LLC and Northwestern Mutual. Simms is also involved with Treloar & Heisel, LLC, where he participates in fixed insurance sales. MAI Capital Management provides investment management, wealth planning, and retirement consulting services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning and trust services, with over $72 billion in assets under management.

Mark Becker is an investment advisor representative with Kestra Advisory Services and has 31 years of industry experience. He has been with Kestra Advisory since 2016 and also owns Becker Brothers Insurance Services and The Bee Box, a partnership unrelated to investment services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors, offering fiduciary services and access to multiple management platforms and third-party solutions.

Arnold Bassett is a financial advisor with TIAA-CREF in Sacramento, CA, holding a Series 66 designation and having 21 years of industry experience. He has been with TIAA and its affiliated entities since 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as investment adviser to the TIAA Donor Advised Fund and operates within a vertically integrated group that uses affiliated funds.

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.

Marco Anaya is a financial advisor at Mariner with 14 years of industry experience and holds a Series 66 credential. His work history includes positions at Wells Fargo Advisors and LPL Financial. He provides administrative support to Mariner Independent Advisor Network, an independent investment advisor firm. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party manager allocations.

Rainbow Brooks is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. Brooks has worked at multiple firms, including Mid Atlantic Capital Corporation and Strategy Asset Managers LLC. Outside of financial services, Brooks is involved as a Mary Kay beauty consultant. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Clark Osterhout is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior experience includes roles at LPL Financial, Mariner Independent Advisor Network, and Edward Jones. He serves as treasurer for the nonprofit Silver Wishes and the Rotary Club of Lincoln and is a member of the City of Lincoln Fiscal & Oversight Committee. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives and access to third-party asset managers and turnkey asset management platforms.