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. in Sacramento, CA, holding eight years of industry experience. She has been with Allworth Financial since 2020 and also 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 various model strategies, discretionary and non-discretionary engagements, and incorporates technology to manage held-away employer retirement accounts.

Alisa Chatham is a financial advisor at Primerica Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2014. Outside of her advisory work, she has invested in limited partnerships related to restaurants and educational technology, including Grammaropolis, which produces animated grammar learning content for children. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Joseph Natuzzi is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at Eagle Strategies LLC since 2018 and has been associated with New York Life Insurance Company and Nylife Securities LLC since 2011 and 2012, respectively. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Charles Comeau is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation and bringing 30 years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with Raa since 1997. 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 through a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Mark Huchingson is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Almond Valley Wealth Management, Ridge Point Financial Wealth Management and Insurance Solutions, and Principal Securities Inc. He is also the owner and president of entities used for marketing purposes in the financial services sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Planer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been associated with Ameritas Investment Corp, Ameritas Life Insurance Corp, and Capstone Financial Group since 2018. Outside of his advisory role, he is involved with Capstone Financial Group as a life insurance agent focusing on wealth planning and loss prevention through fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable emphasis on plan sponsors and participants.

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.

Michael Petersen is a financial advisor with TLG Advisors, Inc. He holds the ChFC® designation and Series 65 and 63 licenses, and has 23 years of industry experience. His prior roles include positions at Allianz Life, Questar Capital Corporation, Woodbury Financial Services, and Osaic Wealth. Petersen is also the founder of VDM Wealth and serves as Vice President of Life at Howard Insurance, where he facilitates sales of life insurance products. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm emphasizes manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

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.

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 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.

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.