Jason Alfonso is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Independent Financial since 2013 and with Central Pacific Mortgage since 1997. Outside of his advisory role, he operates as an independent insurance agent. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with multi-manager portfolios across passive and active investment exposures.

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 30 years of industry experience. He worked at Raa for 23 years before joining Allworth Financial in 2020. 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 and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars, using both quantitative and qualitative analysis to implement customized investment strategies.

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 credentials and bringing 20 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been affiliated with related Ameritas entities and Capstone Financial Group since 2018. In addition to his advisory role, he works with individuals and businesses on wealth planning and life insurance products through Capstone Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including high-net-worth investors, retirement plans, and charitable organizations. The firm employs a range of investment strategies and offers multiple program platforms, leveraging both firm-developed and third-party models to build customized portfolios.

Robert Mahnke is a financial advisor with Ameritas Advisory Services, LLC in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes longstanding roles at Cenco Insurance Marketing Corp and Ameritas Investment Corp, along with a decade at InFocus Financial Strategies. He is also licensed as an independent insurance agent, providing fixed insurance products including life, disability, long-term care, and annuities. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm employs a variety of portfolio construction methods, utilizing model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms with both discretionary and non-discretionary options.

Mayra Olarte is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding a Series 66 credential with four years of industry experience. She previously worked at Ameriprise Financial for five years and has served as an associate advisor with Blue Oaks Management, LLC, an Ameriprise Financial advisory firm. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial and wealth planning, portfolio management, retirement plan consulting, and educational resources. The firm employs both quantitative and qualitative investment analysis to create customized strategies across various asset classes and manages multiple specialist portfolios and private funds.

Mark Sanders is a financial advisor with Principal Financial Services in Roseville, CA, holding ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has operated Sanders Financial Design & Insurance Solutions since 2014. Outside of his advisory role, he is involved in selling and servicing various health and life insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Mark Shone is a CFP® with 25 years of industry experience. He currently serves as an advisor at Allworth Financial, L.P. and has prior experience at Neuberger Berman BD LLC. Shone has also operated Shone Asset Management, LLC since 2005. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm combines quantitative and qualitative analysis to provide customized investment strategies and manages both proprietary and third-party portfolios.

Casey West is a CFP® and CFA® currently with Allworth Financial, L.P. He has 15 years of industry experience, including 13 years at Stewart and Patten LLC and two years at Allworth Financial. Allworth Financial serves a diverse 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 educational resources, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

Kenneth Mills is a financial advisor with Allworth Financial, L.P., holding a Series 65 designation and bringing 12 years of industry experience. He has worked with Allworth Financial since 2020 and Retirement Advisors of America since 2016. Outside of finance, Mills serves as a pilot for Delta Air Lines, flying an average of 15 days per month. Allworth Financial serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and manages both wrap and non-wrap programs.

Scott West is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has nine years of industry experience, including prior roles at Ameritas Investment Corp, InFocus Financial Strategies, and West Money Management LLC. Outside of his advisory work, Scott provides seasonal assistance by cleaning gutters and hanging Christmas lights for elderly neighbors. Ameritas Advisory Services, LLC offers 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 range of investment vehicles and program platforms, combining both firm-developed and third-party models, and operates within a corporate structure that includes affiliated broker-dealer and insurance entities.

Ras Smith is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 65 designation and six years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Hub International, and Marsh McLennan Agency. He is also involved in non-investment activities supporting insurance services at Marsh McLennan Agency. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and specialized investment strategies, utilizing both quantitative and qualitative analysis through an Investment Committee.

Teddy Handoko is a CFA® charterholder with over a decade of industry experience. He has worked at Stewart & Patten for ten years before joining Allworth Financial, L.P., where he has been advising clients since 2024. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using a combination of quantitative and qualitative analysis, and provides specialized investment strategies alongside educational resources.

John Pittman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Infocus Financial Strategies, LLC, which he founded in 2014. Additionally, he is an independent insurance agent specializing in fixed insurance products and estate and business succession planning through Cenco Insurance Marketing Corp., a role he has held since 1987. 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 diversified portfolio management using various investment vehicles and program platforms, supported by third-party technology and managers, within a corporate structure that includes affiliated insurance and broker-dealer entities.

John Grady is a CFP® and ChFC® with seven years of experience in financial advising. He has worked at Allworth Financial, L.P. since 2020 and previously spent ten years at American Financial Advisors, LLC. Before entering financial services, he had an 11-year career at Delta Air Lines. Allworth Financial serves a diverse client base including individual investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to create customized investment strategies across a wide range of asset classes and offers specialized portfolios and model strategies.

Brian Curland is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, with nine years of industry experience. Prior to joining Allworth Financial in 2020, he worked at RAA from 2013 to 2020. In addition to his advisory role, Brian is a pilot for Southwest Airlines, where he has worked since 2006. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds while providing educational resources such as newsletters and seminars.

Carrie Miskawi is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and has previously worked at Cornerstone Financial Group and AW Securities. Prior to her advisory career, she spent eleven years as a homemaker. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Robert Ryan III is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC, Ryan Wealth Management, Inc., and currently at AW Securities and Allworth Financial. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial and wealth planning, portfolio management, retirement plan consulting, and private fund management. The firm uses a combination of quantitative and qualitative analysis through an Investment Committee and offers customized allocations across various asset classes and specialist portfolios.

Glenn Raese is a financial advisor with Private Advisor Group, LLC, holding a ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 14 years at Principal Funds/Principal Asset Management and more recent roles at LPL Financial and Mariner Independent Advisor Network. Raese also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a fiduciary‑based advisory model that integrates proprietary technology and third‑party managers.