Tanner Phelps is a CFP® professional with six years of industry experience, currently with CliftonLarsonAllen Wealth Advisors, LLC. He has previously worked at firms including Ameriprise, Northwestern Mutual, Morgan Stanley, and Etrade Financial. Outside of finance, he has experience working in the fitness industry and in agricultural operations. CliftonLarsonAllen Wealth Advisors, LLC provides wealth advisory and asset management services to a diverse client base, including individuals, high-net-worth households, pension plans, corporations, and charitable organizations. The firm emphasizes strategic asset allocation through model portfolios and offers integrated wealth, tax, estate, and insurance planning supported by a multidisciplinary team.

Heather Smart is a CFP® and Series 66-registered advisor at NorthRock Partners, LLC with 12 years of industry experience. She previously worked at Ameriprise and Ameriprise Financial Services, Inc. before joining NorthRock Partners. NorthRock Partners provides wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm employs a tailored investment approach emphasizing broad asset allocation, diversification, and integrates private market investments while utilizing AI tools to support tax-aware investing and portfolio monitoring.

Stacy Paradise is a financial advisor with United Capital Financial Advisors in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Cetera Advisor Networks, Girard Securities, and Merrill. She also works as an insurance agent, selling life, health, and annuities products. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm offers discretionary portfolio management, access to third-party managers, alternative investments, and customized strategies including ESG and faith-based preferences.

Clayton Holcomb is a financial advisor at Mutual Advisors, LLC with 38 years of industry experience. He holds the ChFC® designation and has previously worked at Wealth Advisory Group, Inc., LPL Financial, and Northwestern Mutual. Outside of his advisory role, he operates as an independent insurance agent and sells old U.S. coins on eBay. Mutual Advisors serves a diverse client base including individual investors, trusts, retirement plans, qualified purchasers, and institutional investors. The firm employs a blend of active and passive investment strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across its 154 advisors.

Erin Kincheloe is a financial advisor at Allworth Financial, L.P. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ponder Financial Group and FSC Securities Corporation. Outside of her advisory role, she operates All About Consulting, providing CRM operations consulting and training. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutions, offering customized financial planning and portfolio management through a combination of quantitative and qualitative analysis. The firm provides a variety of investment strategies and educational resources while managing both proprietary funds and delegated accounts.

Beau Chandon is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and four years of industry experience. He has previously worked with Mariner Independent Advisor Network, LLC, Brown Financial Services Group, and LPL Financial, among other firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that integrates both discretionary and non-discretionary approaches, utilizing technology platforms and third-party managers.

Jerod Wurm is a CFP®-certified financial advisor with 29 years of industry experience. He is currently affiliated with CWM, LLC and has previously worked at firms including Morgan Stanley, Wells Fargo Advisors, and LPL Financial. Wurm is also the CEO of Wurm Financial, Inc. and has been involved in co-owning a wealth management firm. CWM, LLC is a large SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing both fundamental and technical investment approaches and providing tailored portfolio solutions.

Bobby Benyamin is a CFP® with six years of industry experience currently affiliated with Allworth Financial, L.P. He has worked with AW Securities since 2018 and previously with Prime Communication. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, and retirement plan consulting, combining quantitative and qualitative analysis to deliver customized investment strategies.

Hannah Manzo is a financial advisor with Principal Financial Services in Roseville, CA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Health Plan One, State Farm, and Finance of America Mortgage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. 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.

Jacob Angulo Bailey is a financial advisor at Focus Partners Wealth, LLC in Sacramento, CA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Allworth Financial, AW Securities, Golden 1 Credit Union, and LPL Financial LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Frank De Vito is a financial advisor with Principal Financial Services in Roseville, CA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Edward Jones and Old Republic Title. Principal Securities offers brokerage and advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jing Chen is a financial advisor at Allworth Financial, L.P. with six years of industry experience. She holds the CFP® and CFA® designations and has previously worked at Bank of America, Merrill, Empower Advisory Group, and Transpacific Financial Group. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and educational resources, employing a combination of quantitative and qualitative analysis to deliver customized investment strategies.

Michael Williams is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement consulting. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies across a variety of asset classes and specialized portfolios.

Richard Han is a financial advisor at D.A. Davidson & Co. in Roseville, CA, with 18 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2016, following seven years at Edward Jones. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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® with 26 years of industry experience, currently affiliated with Allworth Financial, L.P. He has worked at Hanson McClain Advisors and Hanson McClain Securities since 2015, with prior roles at TIAA-CREF, Charles Schwab, and Fidelity. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through various media, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

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. in Sacramento, CA, with seven years of industry experience. He previously worked at RAA and is also a pilot for Southwest Airlines, where he has been employed for over a decade. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and specializes in customized investment strategies utilizing both quantitative and qualitative analysis.