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® with four years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Folsom, CA. She has been with Allworth Financial since 2013. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary engagement options.

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 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at D.A. Davidson & Co. since 2019, following a four-year tenure at Hilltop Securities Inc. D.A. Davidson & Co. provides investment advisory and brokerage services to employer‑sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, including ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, while adhering to fiduciary standards under the Advisers Act and ERISA.

Russell Jones is a financial advisor at Valic Financial Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Franklin Templeton and Franklin Distributors. In addition to his advisory role, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

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 at Allworth Financial, L.P. with eight years of industry experience. She has worked at Allworth Financial since 2020 and previously spent 15 years at GCISD. Allworth Financial is a fee-based SEC-registered adviser serving individuals, 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, supported by technology to manage held-away accounts.

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.

Benjamin Belmonte Valadez 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 & Co. in 2025, he held positions at Merrill, Bank of America, Tesla, and Slakey Brothers Inc. among others. 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 operates under fiduciary standards and offers a range of services including ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Ilia Dalea is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. His prior roles include ten years at Strategic Wealth Advisors Group and over a decade at LPL Financial. Since 2023, he has also provided investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves a diverse clientele including individuals, trusts, estates, and charitable organizations, offering both discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite separately managed account program.

William Kennedy is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. He holds the Series 66 designation and has previously worked with firms including True Course Retirement and Capstone Financial Group. Outside of his advisory work, he owned and managed a printing company for nearly a decade. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a variety of discretionary and non-discretionary programs utilizing in-house and third-party managers, with integrated services through its Ameritas affiliates.

Corey Gamble is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at AW Securities since 2014 and Allworth Financial since 2013. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including core-satellite, pure-index, and specialized models such as Buffered Equity ETFs, while employing discretionary and non-discretionary asset management and comprehensive financial planning.

David Pietruszewski is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has worked at Allworth Financial since 2020 and also has a longstanding role at Raa since 2013. In addition to his advisory career, Pietruszewski is a pilot for Delta Air Lines. 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 including core-satellite, pure-index allocations, and options-based overlays, and is notable for its ownership structure and specialized divisions such as an Airline division and management of privately offered income funds.

Beau Mc Guire is a CFP® professional with six years of industry experience, currently with Allworth Financial, L.P. He has worked at AW Securities and Allworth Financial since 2018 and has held roles at University Enterprise Inc, Sacramento State University, CARMAX, Sacramento City College, and Lyft. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using model strategies and third-party sub-advisers, along with comprehensive financial planning and qualified retirement plan consulting.

Craig Mc Vey is a financial advisor at Allworth Financial, L.P. with two years of industry experience. Prior to joining Allworth, he worked at Retirement Advisors of America and has been involved in dental consulting and success coaching through CTM Dental Consulting and Quantum Leap Success in Dentistry. 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 through a variety of model strategies and third-party sub-advisers, along with financial planning and specialized services such as qualified retirement plan consulting and annuity sub-account management.

David Comstock is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and with 22 years of industry experience. He has been with Allworth Financial since 2020 and has worked at 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 offers customized portfolio solutions using a variety of model strategies and utilizes technology to manage held-away employer retirement accounts without direct client credentials.