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.

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.