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.

Eric Garrison is a financial advisor with D.A. Davidson & Co., holding Series 63, 65, and 66 designations and 24 years of industry experience. He worked at Morgan Stanley for six years before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Joseph Clevenger III is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has previously worked with Strategic Wealth Advisors Group, Inc. and LPL Financial LLC. Since 2023, he has also provided investment advisory services through Mariner Independent Advisor Network, an independent advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and a range of advisory programs. The firm’s fiduciary-based model includes both discretionary and non-discretionary services, employing various investment strategies and technology platforms to support client goals.

Kevin Duffy is a CFP® certified financial advisor with 26 years of industry experience. He is currently with Hanson McClain Advisors and Hanson McClain Securities, where he has worked for over 11 years. His prior experience includes roles at TIAA-CREF, Charles Schwab, and Fidelity. 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 combining model strategies such as core-satellite, index allocations, and options-based overlays, and utilizes third-party sub-advisers and technology solutions to manage held-away employer retirement accounts.

Austin Alcaine is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding a Series 66 designation and four years of industry experience. Prior to joining D.A. Davidson, 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, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, 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 previously spent one year at RAA. Outside of his advisory role, William is a pilot for Southwest Airlines, where he has worked for over a decade. 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 a range of strategies and employs technology tools to manage held-away 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.

Bryce O'Rourke is a financial advisor at Private Advisor Group, LLC, holding a Series 65 credential with one year of industry experience. His prior work includes roles at Campbell Krug Wealth Management and Western Governors University, as well as coaching positions in junior hockey leagues. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory and managed account programs. The firm employs a fiduciary-based model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers.

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®-certified financial advisor with 39 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial, Mariner Independent Advisor Network, Retirement Wealth Advisors, and his own firm, Campaigne Financial Group. In addition to advisory roles, he has been involved in selling fixed life, health, and disability insurance through Campaigne Insurance Associates. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes various investment strategies delivered through both in-house portfolio management and third-party strategists.

Brian Conrad is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, Conrad also works as an insurance agent offering various types of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs strategic asset allocation, multi-manager and hybrid portfolios, and ongoing due diligence across a range of risk profiles, delivering financial planning and portfolio management through multiple platforms and third-party asset managers.

Charles Simms IV is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds Series 63 and Series 65 registrations and has prior experience at WCG Wealth Advisors, LLC, Northwestern Mutual, and Treloar & Heisel, LLC, where he is also involved in fixed insurance sales. MAI Capital Management provides investment management, wealth management, and retirement plan consulting services to high-net-worth individuals, families, institutional clients, and trusts. The firm offers customized portfolio strategies across various asset classes and integrates financial planning and related services into client relationships.

Mark Becker is an investment advisor representative with Kestra Advisory, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes roles at LPL Financial and QA3 Financial LLC. Outside of his advisory duties, he is a partner in The Bee Box, a business involved in bringing honey and pollen to local stores. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a mixture of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and employee education, supporting discretionary and non-discretionary investment management with due diligence on recommended investments.

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 at D.A. Davidson & Co. with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including NewBridge Securities Corporation, Aurora Capital LLC, Holly Street Wealth Advisors, Strategy Asset Managers LLC, and Mid Atlantic Capital Corporation. Outside of her advisory work, she has engaged in cosmetic sales as a Mary Kay beauty consultant on a limited basis. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, using both qualitative and quantitative methods, and is notable for its municipal advisory activities and affiliated custodial services.

Clark Osterhout is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior firms include Edward Jones, Wells Fargo Clearing, LPL Financial, and Mariner Independent Advisor Network. He serves as treasurer on the boards of two nonprofits, Silver Wishes and the Rotary Club of Lincoln, and is a member of the City of Lincoln Fiscal & Oversight Committee. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions through proprietary technology platforms and third-party managers.

Steven Wright is a financial advisor at Principal Financial Services with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Principal Financial Services since 1997, including roles at The Principal Financial Group and Almond Valley Wealth Management. Wright is involved in fee-based financial planning and investment management, as well as marketing financial seminars through an outside business activity. 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 managers under various advisory and promoter arrangements.