Mayra Olarte is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial for five years. Outside of her advisory role, she is also an associate advisor with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches.

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® professional with 25 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2021, and he has also managed Shone Asset Management, LLC since 2005. 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 a variety of model strategies and integrates technology to manage held-away employer retirement accounts.

Casey West is a CFP® and CFA® affiliated with Allworth Financial, L.P. He has over 15 years of industry experience, including 13 years at Stewart and Patten LLC before joining Allworth Financial in 2024. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and works with third-party sub-advisers, with notable operations including ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan as well as a specialized division serving airline industry employees.

Kenneth Mills is a Series 65-licensed financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 12 years of industry experience. He has worked at Allworth Financial since 2020 and Retirement Advisors of America since 2016. Outside of his advisory roles, he is an active pilot for Delta Air Lines, flying approximately 15 days per month. 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 a variety of model strategies and employs third-party sub-advisers when appropriate.

Scott West is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has been with Ameritas Advisory Services since 2019 and also works with InFocus Financial Strategies, where he provides investment advice and client relationship management. Outside of his advisory work, West performs seasonal gutter cleaning and hangs Christmas lights for elderly neighbors. 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 variety of programs including discretionary and non-discretionary solutions, model portfolios, and third-party managers, with distinctive integration across affiliated entities and financial institutions.

Ras Smith is a financial advisor at Allworth Financial, L.P. with six years of industry experience and holds a Series 65 credential. His prior experience includes roles at Cambridge Investment Research Advisors, Hub International, and Marsh McLennan Agency. He also conducts non-investment business activities related to insurance services through his affiliation with Marsh McLennan Agency LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management strategies, including discretionary and non-discretionary asset management, and notable offerings such as Buffered Equity ETFs and multiple specialized investment models.

John Pittman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked with Ameritas Investment Corp since 1997 and is the owner of Infocus Financial Strategies, LLC, where he manages investment and insurance services. Additionally, he is a licensed independent insurance agent involved in fixed insurance brokerage, estate planning, and business succession planning through Cenco Insurance Marketing Corp. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies to serve a broad client base.

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 his advisory career, he was employed by Delta Air Lines for eleven years. 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 a range of strategies and incorporates technology to manage held-away employer retirement accounts.

Brian Curland is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has worked at Allworth Financial since 2020 and is also associated with RAA. Outside of his advisory role, Brian is a pilot for Southwest 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 model strategies, discretionary and non-discretionary engagements, and specialized investment approaches, supported by technology and a diverse ownership structure.

Carrie Miskawi is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Cornerstone Financial Group and AW Securities. Prior to her financial services career, she spent eleven years as a homemaker. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary investment approaches.

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 with firms including Ryan Wealth Management, Inc. and OSAIC. 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 a variety of model strategies and employs third-party sub-advisers and technology to enhance client service.

Glenn Raese is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and series licenses 63 and 66, with 30 years of industry experience. His prior roles include fourteen years at Principal Funds/Principal Asset Management and recent engagements with West Asset Management and LPL Financial. He provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent investment advisor firm. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations by offering portfolio management, financial planning, and retirement-plan consulting. The firm’s advisory programs feature access to third-party asset managers and model portfolios supported by well-known strategists such as Fidelity, BlackRock, and Goldman Sachs.

Jeremy Miller is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent two years at Loring Ward Securities Inc. He also serves as a regional director for Focus Partners Advisor Solutions, LLC, supporting independent financial advisors in leveraging Buckingham’s services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan investment fiduciary services, managing approximately $41 billion in assets and serving over 33,000 clients.

Justin Bojanski is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Hanson McClain Securities and Hanson McClain Advisors (now Allworth Financial) since 2018 and previously worked at Newport Group from 2015 to 2018. 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 defined-outcome ETFs and options overlays, and combines discretionary and non-discretionary services supported by technology to manage held-away employer retirement accounts.

Christian Ortez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His prior affiliations include LPL Financial and Mariner Independent Advisor Network, among others. Outside of advisory services, he is involved in business coaching through Saxe Consulting LLC. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm delivers advisory solutions through a broad network of investment adviser representatives and provides access to third-party asset managers and proprietary model portfolios.

Christopher Herrera is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His work history includes positions at Northwestern Mutual Investment Services LLC and HIFS Inc. based in Sacramento, CA. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.

Mark Fanning is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with seven years of industry experience. He holds a Series 65 credential and has worked at Allworth Financial since 2020, previously serving at Raa from 2017 and RNAV from 2015 to 2017. Outside of his advisory role, he is a member of two commercial and vacation property LLCs, though he does not actively participate in their management. 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 using various model strategies, integrates third-party sub-advisers, and provides both discretionary and non-discretionary engagements.

David Schauer is a CFP® and CFA® with 27 years of experience in financial advising. He has worked at Allworth Financial and AW Securities since 2004 and 2008, respectively. Outside of his advisory roles, he is an investor and limited partner in commercial real estate ventures through Coastal Star Partners LLC and Valley Star Partners. 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 and technology solutions to manage both discretionary and non-discretionary engagements.

Carsten Glas is a financial advisor with Ameritas Advisory Services, LLC holding a Series 66 designation and three years of industry experience. His prior work includes roles at Ameritas Investment Company, Capstone Financial Group, and Aveanna Healthcare. Outside of financial services, he is involved with the Sierra West Officials Association as a contractor enforcing league rules and maintaining player safety. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and financial planning through a range of discretionary and non-discretionary strategies supported by affiliated investment adviser representatives and third-party sub-advisers.