Matthew Pulsipher is a CFP® and ChFC® with 25 years of experience in financial advisory roles. He is currently with Allworth Financial, L.P., where he has worked since 2024. His prior experience includes positions at Arbor Point Advisors, Securities America, and Cetera Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—as well as 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 employer retirement accounts without client login credentials.

Li Moy is a financial advisor at Mariner with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Mariner, Moy worked at Mercer Advisors and held positions at Better Mortgage and UBS Financial Services. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides specialized services such as tax compliance, Core Family Office offerings, and employer financial wellness tools.

Maria Fuentes is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020, as well as Raa since 2008. 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 third-party sub-advisers, offering both discretionary and non-discretionary asset management.

David Johanson is a financial advisor at Allworth Financial, L.P. with 39 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes founding Johanson Financial Advisors and roles at Montage Tax, APW Capital, and Comprehensive Asset Management & Servicing. 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.

Andrew Bondar is a financial advisor with Eagle Strategies (New York Life) based in Sacramento, CA. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Bondar has been affiliated with New York Life Insurance Company and Nylife Securities since 1996 and operates Bondar & Associates Financial and Insurance Services. He is also a shareholder in NYLARC Holding Company, Inc. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Garcia is a financial advisor with PNC Wealth Management in Roseville, CA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Raymond James & Associates, LPL Financial, and BMO Bank NA. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend portfolios managed by PNC or third-party strategists with emphasis on mutual funds and ETFs.

Brian Linde is a financial advisor with United Planners' Financial Services of America and holds a Series 66 credential. He has 25 years of industry experience, including roles at LPL Financial and his own practice. In addition to advisory work, he is involved in insurance services through Solstice Insurance Services, focusing on property and casualty policies as well as fixed annuities and health-related insurance products. United Planners Financial Services is a national wealth-management firm that serves a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through a network of independent representatives and employs a primarily non-discretionary investment approach.

Christopher Giordano is a financial advisor at Allworth Financial, L.P. with 35 years of industry experience. He has held roles at Allworth Financial and AW Securities since 2021, and previously worked at Strategic Wealth Advisors Group and LPL Financial. Giordano is involved with the Enzo Giordano Foundation, a nonprofit for charitable giving. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and specialized ETF approaches, and works with third-party sub-advisers to manage assets.

Richard Gross is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2021. He has also worked with Shone Asset Management, LLC and BlueSky Wealth Advisors, LLC. Gross holds the Series 65 designation and is based in Folsom, CA. 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 utilizes both discretionary and non-discretionary engagements, supported by technology to manage held-away employer retirement accounts.

Daniel Gromatzky is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at RAA since 2007 and has been with Allworth Financial, L.P. since 2020. He is based in Sacramento, CA. 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 model strategies and utilizes both discretionary and non-discretionary asset management, supported by various sub-advisers and technology tools.

Eric Henry is a CFP® and Series 66-registered financial advisor with Allworth Financial, L.P. in Folsom, CA, bringing 24 years of industry experience. He has worked with AW Securities and Allworth Financial since 2007 and 2008, respectively. 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 combining model strategies and specialized approaches, including defined-outcome ETFs and options overlays, and is notable for its ownership structure and specialized industry divisions.

Tracy Lasecke is a CFP® with 14 years of industry experience, currently serving at Allworth Financial, L.P. since 2023. Prior to joining Allworth Financial, Lasecke worked for Silicon Valley Wealth Advisors, LLC for 23 years. 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 portfolio strategies, including model-based and options-driven approaches, and offers both discretionary and non-discretionary asset management.

Lauren Williams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2024. Prior to joining NewEdge, she worked for 10 years at Hanson McClain Securities and Hanson McClain Advisors. She is also a licensed life and health insurance agent in California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, using multiple program structures and centralized due diligence to support client and advisor needs.

Wade Gribaldo is a financial advisor with Independent Financial Group, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Independent Financial Group since 2009, after prior roles at Cetera Wealth Services, LLC and Pension Planners Securities, Inc. Outside of advising, he owns and operates tax preparation and accounting businesses, including Monson & Associates and Perfect Balance Tax Service. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using a combination of firm and third-party models, employing both passive and active investment strategies across diverse risk profiles.

James Smalling II is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding CFP® certification with 14 years of industry experience. He has been with Allworth Financial and its affiliated AW Securities since 2014. Outside of his advisory role, he serves as Treasurer for the Wildhawk Golf Course Player's Association Men's Club in Sacramento. 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, with a notable focus on airline industry employees and management of privately offered funds.

Dale Mizuno is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and World Financial Group prior to his current role. Mizuno is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Patrick McClain is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 63 designation and 36 years of industry experience. He has been associated with Allworth Financial since 1993 and has roles in related entities including Maidu Redevelopment, LLC and AW Securities. Outside of his advisory work, he is a partner in Maidu Redevelopment, LLC, which is involved in radio communications and insurance investments. 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 using core-satellite, pure-index, and specialized models and works with third-party sub-advisers while employing technology to manage held-away accounts.

Gary Grigsby is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CETERA Advisor Networks LLC and United Capital Financial Advisers, LLC. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a mix of model strategies and employs third-party sub-advisers as appropriate.

Beth Doehler is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career includes roles at several organizations alongside her advisory work, including positions in health insurance, accounting, and real estate commission processing. She also serves as president of the Villa L'Auberge Owners Association and operates a tax preparation business serving individuals and small businesses. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jerod Yee is a financial advisor at Allworth Financial, L.P. based in Folsom, CA, holding a Series 66 designation with five years of industry experience. His work background includes roles at AW Securities, Allworth Financial, Equitable Advisors, and positions at the University of California Davis and its Department of Surgery. 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 investment strategies using model portfolios and third-party sub-advisers, and it operates specialized divisions and affiliated businesses that support a range of client needs.