Allegra Swan is a CFP® professional with 14 years of experience in the financial services industry. She is currently with Allworth Financial, L.P., where she has worked since 2021. Prior to joining Allworth, she held positions at Strategic Wealth Advisors Group, LLC and LPL Financial. 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 employing various model strategies and uses technology to manage held-away employer retirement accounts without requiring client login credentials.

James Hall Jr. is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He has worked with Allworth Financial since 2020 and has been associated with Raa since 2016. In addition to his financial advisory roles, Hall is a pilot 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 various model strategies and utilizes third-party sub-advisers when appropriate, with a distinctive focus on airline industry employees and managing privately offered Shorepoint income funds.

Randi Marsh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 10 years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, Marsh owns and operates a florist business specializing in wedding flower design. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment process.

Phillip Monroe is a financial advisor with Allworth Financial, L.P. in Folsom, CA. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at LPL Financial and Golden1 Credit Union. 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 mix of model strategies and utilizes technology to manage held-away employer retirement accounts, with notable ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Russell Hall is a financial advisor with Allworth Financial, L.P. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and founding Hall Private Wealth Advisors. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs customized portfolio strategies combining models such as core-satellite, index allocations, and options-based overlays, and manages privately offered funds along with specialized services for airline industry employees.

Wesley Scoggin is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Securities America Advisors, Arpor Point Advisors, and Franklin Templeton Financial Services Corp. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios combining model strategies and third-party sub-advisers, offering both discretionary and non-discretionary services, and supports specialized client segments such as airline industry employees.

Christian Harris is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding the ChFC® designation and Series 66 license, with seven years of industry experience. He previously worked at Edward Jones for six years and has experience with Accounting Wizards LLC and Benedictine University at Mesa. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios with various model strategies, uses third-party sub-advisers, and offers technology solutions for managing held-away employer retirement accounts.

Matthew Uno is a financial advisor with Principal Financial Services, holding a Series 66 license and 12 years of industry experience. His work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha Investor Services. 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, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. 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.

Kevin Remme is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has recently begun his career in the industry, with prior experience in construction-related roles. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria and manages most assets on a non-discretionary basis.

Matthew Richardson is a Series 66-credentialed financial advisor at Hightower Advisors with four years of industry experience. Prior to joining Hightower in 2022, he worked at Northwestern Mutual Investment Services LLC and Jacob LaFond. He has held roles outside finance, including a position with Jacks Urban Eats and experience at Richardsons Concrete Effects. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement consulting services.

Rick Barton is a financial advisor with Allworth Financial, L.P., holding a Series 65 credential and over 23 years of industry experience. Prior to joining Allworth Financial in 2020, he worked at RAA for 19 years. He is also a practicing attorney at R.R. Barton Attorney at Law, a non-investment related business. Allworth Financial is an SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs technology to manage held-away employer retirement accounts.

Michael Hoffman is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked with several firms, including Centaurus Financial and Farmers Financial Solutions. Outside of his advisory role, he owns and operates MCH Financial and Insurance Services, offering group medical, dental, vision insurance plans, and fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment strategies and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, with access to third-party managers and customized solutions.

Patrick Danis is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He previously worked at RAA from 2016 to 2020. Outside of financial advising, Patrick is a pilot 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 various model strategies and third-party sub-advisers, along with financial planning and retirement plan consulting services.

Davis Blomquist is a CFP® professional with eight years of industry experience, currently serving at Allworth Financial, L.P. He has been with the firm since 2016, including time at its predecessor Hanson McClain Advisors, and also worked at AW Securities in 2021. 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 investment portfolios and comprehensive financial planning using various model strategies and third-party sub-advisers, supported by technology to manage held-away accounts.

Steven Sutley is a financial advisor at Independent Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2009, with prior experience at Pension Planners Securities, Inc. and Cetera Wealth Services, LLC. Sutley serves as a board member for 1230 Park Owners Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, employing a mix of passive and active strategies tailored to client risk profiles.

Kiana Mason is a financial advisor at Allworth Financial, L.P. in Folsom, CA. She holds a Series 65 credential and has one year of industry experience. Prior to joining Allworth Financial, she spent eight years at NISA Investment Advisors, LLC and four years at Central Bank. 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, including specialized ETF approaches, and employs third-party sub-advisers when appropriate.

Brandon Prior is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Principal Securities INC since 2016. Prior also has experience in insurance brokerage, including life, disability, fixed annuities, health, dental, and group benefits. 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, and access to third-party money manager solutions under various advisory and promoter arrangements.

Ismar Zildzic is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with The Colony Group, LLC and previously worked at Hoylecohen LLC. Zildzic is based in Sacramento, CA. He is affiliated with Focus Partners Wealth, LLC, an enterprise firm serving individuals, high-net-worth families, family offices, and institutional clients. The firm offers a range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Jeffrey Schnoebelen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at LPL Financial and Mariner Independent Advisor Network. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing proprietary technology and third-party managers to implement a variety of investment strategies.

Robert Santoriello is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. Prior to joining Osaic in 2024, he spent 15 years at Securities America Advisors, Inc. He is also the president and CEO of Iron Point Financial Advisors, Inc., where he has been involved since 2016. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and uses multiple program models combined with third-party platforms and custodians like Schwab and Fidelity.