Allegra Swan is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2021. Her prior experience includes roles at Strategic Wealth Advisors Group, LLC and LPL Financial. Allworth Financial serves a diverse client base that includes individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars.

Joseph Bly is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. His prior work history includes a combination of educational roles and self-employment over several years. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including the use of affiliated and unaffiliated sub-advisers and model portfolios based on asset allocation and Modern Portfolio Theory, with a notable emphasis on market-timing and momentum-based trading approaches.

James Hall Jr. is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He previously worked at RAA from 2016 to 2020 and has been a pilot for American Airlines since 1990. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering 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.

Randi Marsh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 credential and 10 years of industry experience. She previously worked at Bank of America and Merrill. Outside of her advisory role, Marsh owns and operates a florist business specializing in wedding flower design. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment process.

Phillip Monroe is a financial advisor at Allworth Financial, L.P. with three years of industry experience and a Series 66 designation. His prior work includes roles at LPL Financial and Golden1 Credit Union, as well as seven years at Banana Republic before entering the financial sector. Allworth Financial serves a diverse client base, including individuals, institutions, and charitable organizations, providing services such as financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and offers educational resources through multiple channels.

Russell Hall is a financial advisor at Allworth Financial, L.P. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at notable firms including Morgan Stanley, UBS Financial Services, and M.S. Howells & Co., Inc. before joining Allworth Financial in 2023. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, and retirement plan consulting, utilizing both quantitative and qualitative analysis to offer customized investment strategies.

Wesley Scoggin is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior work includes roles at Franklin Templeton Financial Services and Securities America Advisors. 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, qualified retirement plan consulting, and operates both wrap and non-wrap programs using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Christian Harris is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds the ChFC® and Series 66 designations and previously worked at Edward Jones for six years. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations, offering a range of services such as financial planning, portfolio management, and qualified 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.

Matthew Uno is a financial advisor with Principal Financial Services, holding a Series 66 license and 12 years of industry experience. His work history includes roles at Principal Securities Inc, Principal Life Insurance Company, Prudential Insurance Company of America, Pruco Securities, LLC, and Mutual of Omaha Investor Services. He is also involved in the sales and service of fixed life, fixed annuities, disability insurance, long-term care, property and casualty, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kevin Remme is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has recently begun his career in the industry, with prior experience in construction-related roles. Eagle Strategies serves a broad mix of individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring recommendations to client objectives and plan sponsor criteria and manages most assets on a non-discretionary basis.

Matthew Richardson is a Series 66-credentialed financial advisor at Hightower Advisors with four years of industry experience. Prior to joining Hightower in 2022, he worked at Northwestern Mutual Investment Services LLC and Jacob LaFond. He has held roles outside finance, including a position with Jacks Urban Eats and experience at Richardsons Concrete Effects. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers to deliver discretionary and non-discretionary portfolio management, financial planning, and retirement consulting services.

Rick Barton is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience and a Series 65 designation. He has worked with RAA for 19 years and has been a practicing attorney at R.R. Barton Attorney at Law since 1990. His legal practice is separate from his advisory duties. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, 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 also provides educational resources through newsletters, podcasts, and seminars.

Michael Hoffman is a financial advisor with Ameritas Advisory Services, LLC, holding the Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked with several firms, including Centaurus Financial and Farmers Financial Solutions. Outside of his advisory role, he owns and operates MCH Financial and Insurance Services, offering group medical, dental, vision insurance plans, and fixed insurance products. 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 utilizes a variety of investment strategies and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, with access to third-party managers and customized solutions.

Patrick Danis is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He previously worked at RAA for four years and is also a pilot for American Airlines. 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, employing both quantitative and qualitative analysis to provide customized investment solutions.

Davis Blomquist is a CFP® professional with eight years of industry experience, currently advising at Allworth Financial, L.P. He has been with the firm since 2016, including a prior role at its predecessor, Hanson McClain Advisors, and briefly worked at AW Securities in 2021. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs both quantitative and qualitative analysis through an Investment Committee to create customized investment strategies across multiple asset classes and management styles.

Steven Sutley is a financial advisor at Independent Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2009, with prior experience at Pension Planners Securities, Inc. and Cetera Wealth Services, LLC. Sutley serves as a board member for 1230 Park Owners Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, employing a mix of passive and active strategies tailored to client risk profiles.

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.

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.