Beau Mc Guire is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has worked at Allworth Financial since 2018 and was previously with AW Securities from 2021 to 2025. His background also includes roles at University Enterprise Inc, Sacramento State University, Sacramento City College, and Lyft. Allworth Financial serves a diverse client base, offering financial planning, portfolio management, retirement plan consulting, and specialized investment strategies. The firm combines quantitative and qualitative analysis to provide customized allocations and manages both wrap and non-wrap programs while utilizing technology to support a holistic planning approach.

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, CTM Dental Consulting, and Quantum Leap Success in Dentistry. 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 provides financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds while utilizing both quantitative and qualitative analysis to implement customized investment strategies.

David Comstock is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 22 years of industry experience. He has been with Allworth Financial since 2020 and previously worked at RAA from 2008 to 2020. He holds a Series 63 designation. Allworth Financial serves a broad client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and education through various channels, using a combination of quantitative and qualitative analysis to create customized investment strategies.

Scott Marlin is a financial advisor with Bankers Life Advisory Services, Inc. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked primarily within various Bankers Life entities since 2002, including roles in securities and advisory services. In addition to his advisory work, he serves as Managing Director at Bankers Life and Casualty, where he manages a team, oversees hiring and training, and supports agents in selling Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting mainly to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Lilia Prather is a financial advisor with Principal Financial Services and holds Series 63 and Series 65 licenses. She has over two decades of experience in the insurance industry, including a long tenure at Valentina Gaiduchik Insurance Agency prior to joining Principal in 2025. She is also involved in the sales and service of fixed life insurance, fixed annuities, and various other insurance products. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both advisory and promoter arrangements.

Douglas Kyro is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Valic Financial Advisors since 1999 and also holds a position with Agia, where he is involved with non-securities insurance products. 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-developed UMA models for portfolio construction and management.

Brenda Upton is a Certified Financial Planner® at Allworth Financial, L.P. in Folsom, CA, with ten years of industry experience. She previously worked at Ryan Wealth Management from 2015 to 2024 before joining Allworth Financial. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs both quantitative and qualitative analysis through an Investment Committee to offer customized investment strategies across a variety of asset classes and specialist portfolios.

Patrick Henry is a CFP® with 37 years of industry experience, currently serving at Allworth Financial, L.P. He has held roles at Hanson McClain and AW Securities, among others. He is president of the Valley Hi Country Club Board of Directors, overseeing its strategic and financial operations. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education through multiple channels, employing a combination of quantitative and qualitative investment strategies.

Brian Bain is a financial advisor with Valic Financial Advisors in Roseville, CA, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Valic Financial Advisors since 2006 and also has a role as an agent with Agia, focusing on non-securities insurance products. 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 overlay services on the Envestnet platform.

Mark Crissman is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked at Allworth Financial since 2020 and is also a pilot for United Airlines. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education through various channels, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Danny Valenzuela is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 65 credentials and having 14 years of industry experience. His career includes roles at Prudential Investment Management Services LLC and Principal Financial. Allworth Financial serves a broad client base including individual investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds using a combination of quantitative and qualitative investment strategies.

Patrick Harney is a financial advisor with Allworth Financial, L.P. in Sacramento, CA. He holds a Series 63 designation and has seven years of industry experience, including two years with RAA prior to joining Allworth Financial. Outside of his financial career, he is also an airline pilot for Delta Air Lines. Allworth Financial serves a diverse client base, providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs a combination of quantitative and qualitative analysis to offer customized investment strategies across various asset classes and manages both wrap and non-wrap programs.

John German is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 30 years of industry experience. He worked at RAA for 26 years before joining Allworth Financial in 2020. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan consulting, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Kimberly Foss is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2023. She previously worked for Empyrion Wealth Management Inc. for 20 years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering discretionary and non-discretionary investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory with globally diversified, risk-appropriate portfolios implemented using low-cost ETFs, index funds, separate account managers, and other investment vehicles.

Kyle Felske is a financial advisor with Hightower Advisors in Folsom, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Hightower Advisors and Hightower Securities since 2017, with prior experience at Loring Ward Securities and Scottrade, Inc. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds, emphasizing manager selection and multi-manager solutions through affiliated and third-party managers.

Hugh Phillips is a CFP® with 38 years of industry experience. He is currently with Allworth Financial, L.P. and has previously worked at Hanson McClain Advisors, Securities America Advisors, Inc., and in insurance sales. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutional clients, offering financial planning, portfolio management, and retirement consulting. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and also operates private funds and educational programs.

Victoria Jopson is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Roseville, CA, and has seven years of industry experience. She has been with Valic Financial Advisors since 2008 and also holds a position with Agia related to non-securities insurance products. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Camille Butterfield is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. She has worked with Monolith Wealth Advisors, Inc. and Afea, and holds leadership roles including chapter president of a nonprofit that provides educational workshops. Additionally, she facilitates access to estate planning document services for clients. AE Wealth Management serves a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors, offering fee-based portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment approaches.

Lee Sorcinelli 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 for two years and spent ten years at Sun City West Dental. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, employing a blend of quantitative and qualitative analysis to implement customized investment strategies.

Kathleen Carpenter is a CFP® with 34 years of industry experience. She is currently with Allworth Financial, L.P., where she has worked since 2022, following 18 years at LPL Financial and six years at Transamerica Financial Advisors. Outside of her advisory role, she has a minor involvement with a non-variable insurance business in Chico, California. Allworth Financial serves a broad client base including individuals, trusts, and charitable organizations, offering comprehensive financial planning and portfolio management. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and provides education through various media.