Davis Blomquist is a CFP® with eight years of experience in the financial services industry. He is currently with Allworth Financial, L.P., where he has worked since 2016, including time at AW Securities. 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 core-satellite and specialized equity approaches, and utilizes technology to manage held-away employer retirement accounts.

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 financial advisor at Focus Partners Wealth, LLC with eight years of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC and HoyleCohen LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various investment vehicles.

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 worked for Securities America Advisors, Inc. and Securities America, Inc. for 15 years. He also serves as President and CEO of Iron Point Financial Advisors, Inc., a firm involved in financial planning, management, and insurance sales. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement consulting, and third-party manager selection, delivering advisory services through multiple program models and utilizing both proprietary and third-party platforms.

Casey Meyer is a financial advisor with Principal Financial Services in Elk Grove, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Almond Valley Wealth Management, De La Torre Financial Group, and Northwestern Mutual. Outside of his advisory duties, he serves on the Youth Services Board of the Rotary Club of Elk Grove, overseeing mentorship and youth outreach programs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.

Leonard Simpson is a financial advisor at Prime Capital Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including 20/20 Capital Management and Ameritas Life Insurance Corp. He serves as a board member for United Cerebral Palsy of Northern California. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, retirement plan trustee services, and family office offerings. The firm employs a variety of investment strategies and offers integrated tax and family office services through affiliated entities.

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.

John Barnes is a CFP® and holds a Series 66 license with 18 years of industry experience. He currently works at Empower Advisory Group and has previously been employed by Personal Capital Advisors Corporation and Lyon Real Estate. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping platforms and offers point-in-time financial plans along with optional managed account solutions.

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.

Bryan Chew is a CFP® with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Paragon Financial Services since 2012. He operates Bryan Chew and Associates, a private entity used for payroll tax purposes. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources.

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.