Sean Murray is a financial advisor at Allworth Financial, L.P. with 33 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Murray has worked at Allworth Financial since 2000 and AW Securities since 2008. 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 model-based strategies and specialized approaches, as well as consulting and management services across various financial needs.

Wolfgang Hawlisch is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at RBC Capital Markets, Wells Fargo Clearing, and Morgan Stanley Private Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, and charitable organizations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a specialized Private Wealth program for clients with over $20 million in net worth.

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 designations and has 25 years of industry experience. His prior roles include positions at Allstate Insurance Co, Bankers Life Securities, and LPL Financial, LLC. Outside of his advisory work, he serves as a referee for high school football and basketball games. Voya Financial Advisors, Inc. is a dual-registered SEC investment adviser and broker-dealer serving individuals, retirement plans, and corporate clients. The firm offers financial planning, portfolio management through various programs, and brokerage and insurance product distribution.

Kelsey Robinson I is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Her work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. She also served in the United States Navy Reserves for seven years. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

Carlos Alcaine is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He worked previously at R W Baird & Co. for 11 years before joining D.A. Davidson in 2019. Outside of his advisory role, Alcaine serves as president of the Treelake Village Master Homeowners Association and vice president of the Wexford Homeowners Association, both nonprofit organizations in Folsom, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and operates under fiduciary standards, distinguishing itself by also serving as a municipal advisor and custodian.

Anthony Beltran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 credentials and 29 years of industry experience. His career includes roles at Ameritas Investment Company, MassMutual Life Insurance Company, and The Guardian Life Insurance Company. He is currently based in Folsom, California. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs, integrating in-house and third-party portfolio management, and maintains affiliations with related financial institutions to support a broad range of client needs.

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, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience at U.S. Bancorp and Capstone Financial Group. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a mix of in-house models and third-party managers across discretionary and non-discretionary programs.

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. in Sacramento, CA, holding eight years of industry experience. She has been with Allworth Financial since 2020 and also 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 various model strategies, discretionary and non-discretionary engagements, and incorporates technology to manage held-away employer retirement accounts.

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.

Jason Alfonso is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Independent Financial since 2013 and has a concurrent background in mortgage services with Central Pacific Mortgage dating back to 1997. Alfonso also operates as an independent insurance agent outside of his advisory role. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and provides multiple advisory program options via its AccessPoint platform and third-party asset managers.

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, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been associated with Ameritas Investment Corp, Ameritas Life Insurance Corp, and Capstone Financial Group since 2018. Outside of his advisory role, he is involved with Capstone Financial Group as a life insurance agent focusing on wealth planning and loss prevention through fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on plan sponsors and participants.

Robert Mahnke is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including roles at Ameritas Investment Corp and Cenco Insurance Marketing Corp, where he is licensed as an independent insurance agent selling fixed insurance products. Mahnke also provides wealth management and fixed insurance solutions through InFocus Financial Strategies. Ameritas Advisory Services offers fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm utilizes a combination of in-house and third-party investment strategies and provides both discretionary and non-discretionary programs.