Christopher Giordano is a financial advisor at Allworth Financial, L.P. with 35 years of industry experience. He has held roles at Allworth Financial and AW Securities since 2021, and previously worked at Strategic Wealth Advisors Group and LPL Financial. Giordano is involved with the Enzo Giordano Foundation, a nonprofit for charitable giving. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and specialized ETF approaches, and works with third-party sub-advisers to manage assets.

Richard Gross is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2021. He has also worked with Shone Asset Management, LLC and BlueSky Wealth Advisors, LLC. Gross holds the Series 65 designation and is based in Folsom, CA. 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 utilizes both discretionary and non-discretionary engagements, supported by technology to manage held-away employer retirement accounts.

Daniel Gromatzky is a Series 65-licensed financial advisor with 19 years of industry experience. He has worked at RAA since 2007 and has been with Allworth Financial, L.P. since 2020. He is based in Sacramento, CA. 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 portfolios using a range of model strategies and utilizes both discretionary and non-discretionary asset management, supported by various sub-advisers and technology tools.

Eric Henry is a CFP® and Series 66-registered financial advisor with Allworth Financial, L.P. in Folsom, CA, bringing 24 years of industry experience. He has worked with AW Securities and Allworth Financial since 2007 and 2008, respectively. 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 combining model strategies and specialized approaches, including defined-outcome ETFs and options overlays, and is notable for its ownership structure and specialized industry divisions.

Tracy Lasecke is a CFP® with 14 years of industry experience, currently serving at Allworth Financial, L.P. since 2023. Prior to joining Allworth Financial, Lasecke worked for Silicon Valley Wealth Advisors, LLC for 23 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based and options-driven approaches, and offers both discretionary and non-discretionary asset management.

Lauren Williams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2024. Prior to joining NewEdge, she worked for 10 years at Hanson McClain Securities and Hanson McClain Advisors. She is also a licensed life and health insurance agent in California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, using multiple program structures and centralized due diligence to support client and advisor needs.

Marites Avila is a CFP® professional with 14 years of industry experience. She is currently with Commonwealth Financial Network and Paragon Financial Services, having worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Wade Gribaldo is a financial advisor with Independent Financial Group, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Independent Financial Group since 2009, after prior roles at Cetera Wealth Services, LLC and Pension Planners Securities, Inc. Outside of advising, he owns and operates tax preparation and accounting businesses, including Monson & Associates and Perfect Balance Tax Service. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using a combination of firm and third-party models, employing both passive and active investment strategies across diverse risk profiles.

James Smalling II is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding CFP® certification with 14 years of industry experience. He has been with Allworth Financial and its affiliated AW Securities since 2014. Outside of his advisory role, he serves as Treasurer for the Wildhawk Golf Course Player's Association Men's Club in Sacramento. 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, with a notable focus on airline industry employees and management of privately offered funds.

Dale Mizuno is a financial advisor at Transamerica Financial Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and World Financial Group prior to his current role. Mizuno is also involved in the sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, providing both discretionary and non-discretionary program options.

Patrick McClain is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 63 designation and 36 years of industry experience. He has been associated with Allworth Financial since 1993 and has roles in related entities including Maidu Redevelopment, LLC and AW Securities. Outside of his advisory work, he is a partner in Maidu Redevelopment, LLC, which is involved in radio communications and insurance investments. 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 using core-satellite, pure-index, and specialized models and works with third-party sub-advisers while employing technology to manage held-away accounts.

Gary Grigsby is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CETERA Advisor Networks LLC and United Capital Financial Advisers, LLC. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a mix of model strategies and employs third-party sub-advisers as appropriate.

Beth Doehler is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career includes roles at several organizations alongside her advisory work, including positions in health insurance, accounting, and real estate commission processing. She also serves as president of the Villa L'Auberge Owners Association and operates a tax preparation business serving individuals and small businesses. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jerod Yee is a financial advisor at Allworth Financial, L.P. based in Folsom, CA, holding a Series 66 designation with five years of industry experience. His work background includes roles at AW Securities, Allworth Financial, Equitable Advisors, and positions at the University of California Davis and its Department of Surgery. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized investment strategies using model portfolios and third-party sub-advisers, and it operates specialized divisions and affiliated businesses that support a range of client needs.

Charles Ebersole is a CFP®, ChFC®, and Series 63-licensed advisor with 35 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed at The Colony Group, LLC, HoyleCohen, and Foord, Van Bruggen & Pajak Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Daniel Leahy is a CFP® with 21 years of industry experience currently serving as a financial advisor at Allworth Financial, L.P. He worked at Dynasty Advisor Group, LLC from 2014 to 2022 before joining Allworth Financial. 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 portfolios through various model strategies and combines discretionary and non-discretionary asset management with financial planning and retirement plan consulting.

Cole Buxton is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He holds a Series 65 designation and has been with Allworth Financial since 2020. He also has a long-standing affiliation with Raa dating back to 1998. 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 model allocations and specialized equity approaches, and utilizes technology to manage held-away retirement accounts.

Joseph Fernandes is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with six years of industry experience. He is also a pilot for Delta Air Lines, a role he has held alongside his advisory work. 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 leverages technology to manage held-away employer retirement accounts without client login credentials.

Jack Welty is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding a Series 65 license with two years of industry experience. Prior to joining Allworth Financial, he was involved with the Youth Basketball Academy for six years and worked at Weimar Hills Middle School and Del Oro High School for eight years. 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 model-based and specialized approaches, and uses technology to manage employer retirement accounts securely.

Sarah Fong is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. In addition to her advisory work, she has experience as a pharmacy technician. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent advisers, utilizing a range of program structures and technology tools to support client needs.