Kiana Mason is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding a Series 65 designation with one year of industry experience. Her previous roles include eight years at NISA Investment Advisors, LLC, and four years at Central Bank. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and charitable organizations, offering a range of services such as portfolio management, financial planning, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and provides education through various channels.

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.

Leonard Simpson is a financial advisor at Prime Capital Financial with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at multiple firms including 20/20 Capital Management and Ameritas Life Insurance Corp. Simpson serves as a board member for United Cerebral Palsy of Northern California. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans through a range of services including asset management, financial planning, and family office offerings. The firm uses varied investment strategies and provides tax planning and financial administration through its affiliated accounting subsidiary.

Sean Murray is a CFP® with over 33 years of experience in the financial industry. He has been with Allworth Financial, L.P. since 2000 and also serves at AW Securities since 2008. Allworth Financial serves individual and 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 manages privately offered funds while providing educational resources through newsletters, podcasts, and seminars.

Wolfgang Hawlisch is a financial advisor at D.A. Davidson & Co. with 23 years of experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including Morgan Stanley, Wells Fargo Clearing, and RBC Capital Markets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth.

Jonathon Roth is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Principal Financial Services and has held prior roles at Morgan Stanley and other firms. Outside of his advisory work, Roth serves as Vice President on the board of a youth lacrosse organization 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 and institutional entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Jeffrey Kissiar is a financial advisor with Voya Financial Advisors, Inc. in Roseville, California, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Allstate Insurance Company, Bankers Life, LPL Financial, and Valic Financial Advisors. Outside of his advisory work, he serves as a referee for high school football and basketball games. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that provides financial planning, portfolio management, and retirement advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a blend of in-house and external investment strategies delivered through both discretionary and non-discretionary account management.

Kelsey Robinson I is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has three years of industry experience and previously worked with Northwestern Mutual and Redwood Mortgage Company. Robinson also served in the United States Navy Reserves for seven years. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms.

Carlos Alcaine is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and over 42 years of industry experience. His previous roles include positions at R W Baird & Co., Wells Fargo Clearing, and RBC Capital Markets. He serves as president and vice president of two local homeowners associations in Folsom, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm emphasizes fiduciary standards and offers services such as ERISA plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Anthony Beltran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and totaling 29 years of industry experience. His prior work includes roles at MassMutual, Park Avenue Securities, and The Guardian Life Insurance Company, among others. He is based in Folsom, California. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing a range of model portfolios, mutual funds, ETFs, and individual securities across multiple program 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. His prior roles include positions at Del Monte Group, LLC, Alamo Capital, AssetMark, Inc., Bank of America, and UC Berkeley. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to deliver customized investment strategies.

Benjamin Knight is a CFP® certificant with 19 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2022, following a 15-year tenure at LPL Financial. 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 employs both quantitative and qualitative analysis through an Investment Committee to deliver customized portfolio management and financial planning solutions across various asset classes and strategies.

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, holding a Series 66 designation. He has been working in the financial industry since 2021 with prior experience at U.S. Bancorp and Safeway. Dylan has recently joined Ameritas Advisory Services and Ameritas Investment Company in 2026. 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 offers a range of services such as asset management, financial planning, retirement plan advisory, and variable product subaccount management, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

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 at Allworth Financial, L.P. with nine years of industry experience. She has been with Allworth Financial since 2020 and also works as a flight attendant for American Airlines, a role she has held since 1992. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering a range of services such as financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies and provides educational resources through newsletters, podcasts, and seminars.

Alisa Chatham is a financial advisor with Guardian Life in Sacramento, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She previously worked at Morgan Stanley from 2000 to 2014 before joining Guardian Life in 2014. Outside of her advisory role, she has investments in limited partnerships related to restaurants, real estate, and educational media through Grammaropolis. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and a digital advisory platform.