Marco Anaya is a financial advisor at Mariner with 14 years of industry experience and holds a Series 66 designation. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and J.P. Morgan Securities. He also provides administrative support to Mariner Independent Advisor Network, LLC. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios overseen by an Investment Committee and offers integrated tax and accounting services alongside traditional portfolio management.

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.

Ashish Patel is a financial advisor with Principal Financial Services, holding a Series 66 license and two years of industry experience. Prior to joining Principal Securities and Principal Life Insurance Company in 2024, he worked for Best Buy Co. for 19 years. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Maria Foppiano is a ChFC® credentialed financial advisor with Allworth Financial, L.P. in Folsom, CA, where she has worked for a total of 4 years. Her experience is solely within Allworth Financial, where she has been employed since 2022. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial and wealth planning, portfolio management, retirement plan consulting, and offers educational resources such as newsletters, podcasts, and seminars.

Lee Rosenblum is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Dreamscore LLC, Inheritguard, LLC, and the Association of Financial Educators, among others. Rosenblum volunteers delivering financial education workshops and also engages in activities related to estate planning education and health insurance supplement products. Transamerica Financial Advisors serves a diverse client base, including individual investors, institutional plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios and offers discretionary and non-discretionary program options.

Steven Stahlberg is a financial advisor at D.A. Davidson & Co. with 45 years of industry experience. He holds Series 63 and Series 65 designations and has worked at D.A. Davidson since 2019, following a four-year tenure at Hilltop Securities Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Russell Jones is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Inc. and Franklin Distributors, LLC. He also acts as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and retirement plan participants, offering portfolio management, financial planning, and unified managed account solutions. The firm operates at scale with a large network of advisors and a technology-driven, model-based investment approach.

Caley Coss is a CFP® and Series 66 licensed financial advisor with eight years of industry experience. He is currently with Creative Planning, where he has worked since 2024. His prior experience includes roles at Edward Jones and Raymond James Financial Services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Kim Deleeuw is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. Prior to joining Allworth Financial in 2020, Deleeuw worked for 15 years at GCISD. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations, providing customized wealth planning and portfolio management through a combination of quantitative and qualitative analysis.

Patrick Haggerty Jr. is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Franklin Templeton Distributors, Inc., and he is currently associated with Harborpoint Financial & Insurance Services and Capital Edge Insurance & Financial Services, Inc. Outside of financial advising, he competes part-time on the Professional Bowlers Tour at regional and national levels. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of advisors, with an emphasis on tailored recommendations and predominantly non-discretionary asset management.

Manuel Vizcarra is a financial advisor with Citigroup Global Markets in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His background includes roles at Capital Datacorp and a one-year period outside the industry before joining CitiBank in 2020. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and operates with a combination of large institutional scale and specialized market roles.

Jennifer Staben is a financial advisor at Prime Capital Financial with 13 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Financial Engines Advisors L.L.C. and TD Ameritrade. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—as well as trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, utilizing both discretionary and non-discretionary investment strategies.

Dane Sincere is a financial advisor at VALIC Financial Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with VALIC Financial Advisors since 1997. He also serves as trustee of his family trusts, managing financial and administrative responsibilities for his siblings. VALIC Financial Advisors primarily serves U.S.-domiciled 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-developed UMA models and providing optional Tax Overlay and ESG Overlay services.

Julie Hood is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior work includes seven years at LPL Financial and 18 years at National Planning Corporation. She also maintains a long-standing affiliation with Fairchild Financial Consultants Inc. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party models to develop tailored client strategies across a range of risk profiles.

Benjamin Belmonte Valadez is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and four years of industry experience. His prior work includes roles at Merrill, Bank of America, and Tesla. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

William Kennedy is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His work history includes roles at Ameritas Investment Company, Capstone Financial Group, and True Course Retirement. Outside of advisory services, he owned and operated AMP Printing, Inc. for nine years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through various program platforms and investment options.

Corey Gamble is a financial advisor at Allworth Financial, L.P. in Folsom, CA, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AW Securities, Pathway Strategic Advisors, and Niemann Capital Management. Allworth Financial serves a broad client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

David Pietruszewski is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with nine years of industry experience. Prior to joining Allworth Financial in 2020, he worked at RAA for seven years. Outside of his advisory role, he is a pilot for Delta Air Lines, a position he has held concurrently with his financial career. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations. The firm provides customized investment management and financial planning, combining quantitative and qualitative analysis through an Investment Committee and utilizing a range of strategies and technologies to support client portfolios.