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 a Series 65 designation and has worked previously with The Colony Group, LLC and HoyleCohen LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Jeffrey Schnoebelen is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 11 years of industry experience, including roles at LPL Financial and Mariner Independent Advisor Network. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing proprietary technology and third-party managers to implement a variety of investment strategies.

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.

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 experience. He holds the Series 63 and Series 66 designations and has worked at notable firms including Morgan Stanley, Wells Fargo Clearing, and RBC Capital Markets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with more than $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.

Jeffrey Kissiar is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. His prior roles include positions at Allstate Insurance Company, Bankers Life Securities, Bankers Life & Casualty, and LPL Financial. Outside of his advisory work, he serves as a high school football and basketball referee. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm employs a variety of program structures, with a focus on non-discretionary advice and a combination of advisory and broker-dealer functions.

Kelsey Robinson I is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various capacities. Additionally, she served in the United States Navy Reserves for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Carlos Alcaine is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at R W Baird & Co. for 11 years before joining D.A. Davidson in 2019. Outside of his advisory role, he serves as president of the Treelake Village Master Homeowners Association and vice president of the Wexford Homeowners Association, both nonprofit organizations. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth programs tailored for high-net-worth individuals.

Anthony Beltran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 registrations and bringing 29 years of industry experience. He has worked at Ameritas and its affiliates since 2021 and previously held roles at firms including MML Investors Services, MassMutual, Park Avenue Securities, Guardian Life, and Pacific Advisors. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by an Investment Committee and multiple custodial platforms.

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 and holds the Series 66 designation. He has one year of industry experience and previously worked at U.S. Bancorp and Safeway. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

Blaine Johnson is a financial advisor with Eagle Strategies (New York Life) in Roseville, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Eagle Strategies since 2021 and operates his own business, Blaine K. Johnson Financial and Insurance Services, since 2017. Johnson is also involved in insurance brokering for non-registered products and serves as a passive investor with NYLARC Holding Company, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Debra James is a financial advisor with Allworth Financial, L.P., holding nine years of industry experience. She joined Allworth Financial in 2020 and concurrently works as a flight attendant for American 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 a range of model strategies and employs third-party sub-advisers when appropriate.