Jonathon Roth is a CFP®-certified financial advisor with 18 years of industry experience, currently with Principal Financial Services. He has worked with Principal Securities Inc. and Principal Life Insurance Company since 2013 and is also affiliated with Kleiderlein Wealth Advisors Group. Outside of his advisory work, Roth serves as vice president of the Roseville Youth Lacrosse board and coaches a youth lacrosse summer tournament team. 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 manager solutions through both adviser and promoter arrangements.

Jeffrey Kissiar is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Allstate Insurance Company, Bankers Life Securities, Bankers Life & Casualty, and LPL Financial. Outside of his advisory work, he serves as a high school football and basketball referee. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm employs a variety of program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer functions.

Kelsey Robinson I is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various capacities. Additionally, she served in the United States Navy Reserves for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Carlos Alcaine is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at R W Baird & Co. for 11 years before joining D.A. Davidson in 2019. Outside of his advisory role, he serves as president of the Treelake Village Master Homeowners Association and vice president of the Wexford Homeowners Association, both nonprofit organizations. 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 such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth programs tailored for high-net-worth individuals.

Anthony Beltran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 registrations and bringing 29 years of industry experience. He has worked at Ameritas and its affiliates since 2021 and previously held roles at firms including MML Investors Services, MassMutual, Park Avenue Securities, Guardian Life, and Pacific Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

Leonardo Bojorquez is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Allworth Financial in 2024, he worked at Del Monte Group, LLC, Alamo Capital, AssetMark, Inc., Bank of America, and UC Berkeley. 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 various model strategies and employs third-party sub-advisers when appropriate.

Benjamin Knight is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He worked at LPL Financial for 15 years before joining Allworth Financial and AW Securities in 2022. Allworth Financial is a fee-based SEC-registered adviser serving high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away employer retirement accounts.

Jerome Sullivan is a financial advisor with Commonwealth Financial Network and Causeway Strategic Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes nine years at Securities America Advisors and Securities America Inc. He is also the owner of Causeway Strategic Financial Advisors, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and various program structures, supported by a substantial clearing and custody relationship with National Financial Services LLC.

Dylan Holy is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has one year of industry experience and previously worked at U.S. Bancorp and Safeway. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Blaine Johnson is a financial advisor with Eagle Strategies (New York Life) in Roseville, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Eagle Strategies since 2021 and operates his own business, Blaine K. Johnson Financial and Insurance Services, since 2017. Johnson is also involved in insurance brokering for non-registered products and serves as a passive investor with NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Debra James is a financial advisor with Allworth Financial, L.P., holding nine years of industry experience. She joined Allworth Financial in 2020 and concurrently works as a flight attendant for American Airlines. 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.

Alisa Chatham is a financial advisor at Primerica Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2014. Outside of her advisory work, she has invested in limited partnerships related to restaurants and educational technology, including Grammaropolis, which produces animated grammar learning content for children. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Joseph Natuzzi is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at Eagle Strategies LLC since 2018 and has been associated with New York Life Insurance Company and Nylife Securities LLC since 2011 and 2012, respectively. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Charles Comeau is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation and bringing 30 years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with Raa since 1997. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Mark Huchingson is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Almond Valley Wealth Management, Ridge Point Financial Wealth Management and Insurance Solutions, and Principal Securities Inc. He is also the owner and president of entities used for marketing purposes in the financial services sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. 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.

Scott Planer is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has worked with Ameritas and affiliated firms since 2018, including Capstone Financial Group where he engages in wealth planning and life insurance product sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients, offering a range of managed account programs and fee-based management of variable annuity and universal life subaccounts.

Robert Mahnke is a financial advisor at Ameritas Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameritas Advisory Services since 2021, while also serving as an affiliated advisor at InFocus Financial Strategies since 2016 and maintaining a role with Cenco Insurance Marketing Corp since 2002. Mahnke is licensed as an independent insurance agent, providing fixed insurance products including life, disability, long-term care, and annuities. Ameritas Advisory Services offers investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs, fee-based management of variable annuity and life subaccounts, and supports both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

Mayra Olarte is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial for five years. Outside of her advisory role, she is also an associate advisor with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches.

Mark Sanders is a financial advisor with Principal Financial Services in Roseville, CA, holding ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has operated Sanders Financial Design & Insurance Solutions since 2014. Outside of his advisory role, he is involved in selling and servicing various health and life insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Mark Shone is a CFP® professional with 25 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2021, and he has also managed Shone Asset Management, LLC since 2005. 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 integrates technology to manage held-away employer retirement accounts.