Gurvir Grewal is a CFP® with 13 years of experience in financial advising, currently with Allworth Financial, L.P. He has held positions at several firms including Facet Wealth and TIAA-CREF. Outside of advising, he teaches CFP courses at the University of California and serves as a moderator and instructor for the College for Financial Planning, in addition to authoring a self-published personal finance book. 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 model-based allocations and specialized approaches using ETFs and options, and operates with private investment vehicle ownership and a focus on niche client segments such as airline industry employees.

Randall Ponder is a CFP® with 36 years of industry experience. He currently serves as a financial advisor at Allworth Financial, L.P., where he has worked since 2023. Prior to that, he spent four years at Silicon Valley Wealth Advisors and nearly three decades at Ponder Financial Group. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology solutions to manage held-away employer retirement accounts.

Brian Rasmussen is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and 11 years of industry experience. His career includes roles at Edward Jones, Golden State Wealth Management, LPL Financial, and Mariner Independent Advisor Network. Outside of advisory services, he is involved as a fitness trainer through Logiki Longevity LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and turnkey platforms, delivering advisory solutions through a broad network of investment adviser representatives.

Jeffrey Weaver is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Edward Jones and Mariner Independent, among other firms. Private Advisor Group serves a diverse range of clients, including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and a proprietary WealthSuite separately managed account program.

Stephen Halterbeck is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2019, following 11 years at Rw Baird & Co. He serves as Treasurer and a board member of the Society of Settlement Planners. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services under fiduciary standards, including retirement plan advisory, financial planning, equity research, and specialized wealth management for clients with over $20 million in assets.

Patrick Donnelly is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and is also associated with Capstone Financial Group and True Course Retirement. In addition to advising, he is a licensed independent insurance agent involved in insurance and annuity sales through his roles at Capstone Financial Group and True Course Retirement. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs, utilizing both in-house and third-party model portfolios, and integrates offerings with Ameritas affiliates to serve a diverse client base.

Blake Caughey is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles including at Precision Home Loans and CSU Long Beach. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

William Wagner Jr. is a CFP® professional with 22 years of industry experience, currently affiliated with Independent Financial Group, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Summit Financial, LLC. Wagner serves in several nonprofit and community roles, including officer and board member positions with the Knights of Columbus and volunteer work with the Rotary Club of Orangevale. Independent Financial Group, LLC is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios, and operates as both a registered investment adviser and active broker-dealer.

Kent Erickson is a financial advisor at Allworth Financial, L.P., holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at AW Securities, Allworth Financial, and Highway Financial Networks. Outside of advising, he has an ownership interest in Emerald City Associates, a multi-family property investment venture. 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 portfolios utilizing model strategies ranging from core-satellite to options-based overlays, and employs third-party sub-advisers as needed.

Brian Abad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at CapFinancial Securities LLC, Royal Alliance Associates, LPL Financial Corporation, and other firms. He is also involved in insurance sales through VAS Dias Agency. 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, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a substantial focus on plan sponsors and participants.

Erin Cairns is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, she worked at Limeade and PepsiCo, and held various roles at Gonzaga University and its Advancement office. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, from retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

John Lee is a financial advisor with VALIC Financial Advisors in Roseville, CA, holding a Series 66 credential and 22 years of industry experience. He has been with VALIC since 2004 and is also involved in coaching a youth ski team at Sierra At Tahoe and instructing at The Picklr sports club on weekends. VALIC Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Daniel Cairns is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2021. Prior to this, he spent a decade at Robert W. Baird & Co. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary investment advice and retirement plan services, alongside comprehensive financial planning and wealth management programs.

James Pak is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, he worked at UBS Financial Services from 2016 to 2018. He is also involved as a member manager at ED3 Property, LLC, a rental property management and private placement real estate business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets through over 1,100 advisors across 151 offices.

Omaid Rahimi is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has worked previously at Journey Advisory Group and Newport Group. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, index allocations, and specialized approaches such as Buffered Equity ETFs and options-based overlays.

Matthew Natoli is a CFP® professional with 14 years of experience in the financial services industry. He is the founder and owner of Natoli Wealth Management, where he has worked since 2020, and previously spent eight years with J.P. Morgan Securities. Natoli operates out of Roseville, CA, and holds the Series 63 designation. He is affiliated with Commonwealth Financial Network, a registered investment adviser that supports a national network of approximately 2,950 advisors. Commonwealth provides a comprehensive platform offering advisory programs, investment management, and practice-management support, enabling advisors to deliver customized portfolio solutions to retail and institutional clients.

Julie Heath is a CFP® with 11 years of experience in the financial services industry. She is currently with GWN Securities Inc. and previously worked for eight years at Avantax Investment Services, Inc. In addition to her advisory role, she owns and operates a CPA practice specializing in tax planning, preparation, business consulting, and IRS representation, and serves as CFO for an energy equipment company. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and employs both model-based and tactical portfolio strategies.

Cameron Lagala is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His work history includes roles at Caduceus Financial & Insurance Services and J. Lens Financial & Insurance Services, alongside his ongoing affiliation with Eagle Strategies and New York Life. Additionally, he is involved in real estate consulting focused on property development and entitlement processes aimed at resale. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a notable focus on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

Meredith Mussano is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. She previously worked at Merrill and Wells Fargo and is currently the successor trustee of a family living trust. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach.

Bradley Dehaven is a financial advisor with Centaurus Financial, Inc. in Fair Oaks, CA, holding a Series 63 license and bringing 37 years of industry experience. Prior to joining Centaurus in 2017, he worked at Allstate Insurance Co and has operated DeHaven & Associates Inc since 2006. Outside of advisory work, he is active as an author and public speaker on prescription drug abuse, serves as Chapter President of the American Financial Education Alliance in his local area, and acts as a Trust Protector for a Charitable Remainder Trust. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting through various platforms. The firm utilizes both discretionary and non-discretionary arrangements and employs a combination of fundamental, technical, bottom-up, and top-down investment analyses.