David Schauer is a CFP® and CFA® with 28 years of experience in financial advising. He has been with Allworth Financial, L.P. since 2004 and AW Securities since 2008. He is an investor and limited partner in commercial real estate through Coastal Star Partners LLC and Valley Star Partners. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations by providing financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs both quantitative and qualitative analysis to create customized investment strategies across multiple asset classes and offers specialized portfolios and third-party management options.

Carsten Glas is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at Ameritas Investment Company, LLC and Capstone Financial Group. Outside of financial advising, Glas is involved with the Sierra West Officials Association, where he coaches and enforces league rules. 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 offers a range of asset management and financial planning solutions, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities across multiple program platforms.

Douglas Conklin is a financial advisor with Hightower Advisors in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Hightower Advisors and its affiliated broker-dealer since 2014. Outside of his advisory role, he is involved with an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual investors, institutional clients, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with a range of investment options and operational features tailored to various client needs.

Stephanie Motzkus Bakan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2019. Her prior roles include positions at Yellowbrickroad Financial Advisors, LLC and TD Ameritrade. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering a range of services including 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 education through newsletters, podcasts, and seminars.

Jim Mcelravy is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Independent Financial Group since 2010 and previously held positions at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory role, he is a licensed California insurance agent and serves as an officer and director for an entity involved in creation and marketing development. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes both firm- and third-party investment models tailored to client risk tolerances.

Daniel Shelly is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked with Ameritas since 2016 in various affiliated roles and is involved with several other businesses, including a landscaping and home remodel company where he serves as a landscape estimator. Shelly also participates in a payment processing sales business serving B2B clients. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management through a range of discretionary and non-discretionary programs, utilizing a combination of model portfolios, mutual funds, ETFs, individual securities, and third-party managers.

Lynda Tu is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at AW Securities, Comprehensive Asset Management & Management, Inc., APW Capital, Inc., and Johanson Financial Advisors, Inc. Outside of her advisory work, she serves as Co-Treasurer for the Santa Teresa Home and School Association, supporting educational programs through volunteer coordination and fundraising. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering financial planning, portfolio management, and retirement consulting. The firm employs both quantitative and qualitative investment analysis to create customized allocations across various asset classes and offers specialist portfolios alongside model strategies.

John Creech is a financial advisor with Valic Financial Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also works with Agia. Outside of his advisory roles, he serves as Chair of the Associate Member Committee for the California Association of School Business Officials, a volunteer position supporting vendors working with California school districts. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Griffin is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He has worked at Allworth Financial since 2020 and previously spent seven years at Raa. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial and wealth planning, portfolio management, retirement plan consulting, and investment education. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers a range of model and specialist portfolios.

Rachel Matheson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. She has worked with Ameritas Investment Company and Capstone Financial Group, and has prior experience at American National and True Course Retirement. Matheson also participated in The Total Health & Fitness Expo from 2015 to 2020. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, retirement plans, and charitable organizations. The firm utilizes a range of model portfolios, mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary program platforms.

Douglas Boring is a CFP® professional with 23 years of industry experience. He is currently affiliated with CWM, LLC and Aspire Financial Planning, and has held prior roles at The Wealth Consulting Group, LPL Financial, and PRINCOR. Boring serves as a board member for Pacific Unity Insurance Solutions and acts as a trustee for a family trust. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a combination of fundamental and technical analysis to construct and monitor portfolios.

Christopher Grellas is a CFP® professional with nine years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2024, following prior roles at AW Securities and Allworth Financial, LP. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through an extensive network of independent investment adviser representatives. The firm provides a wide range of services, including comprehensive portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, utilizing multiple program structures and centralized due diligence processes.

G Lowe is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cascadia Washington Wealth Management, Securities America, Inc., and Arbor Point Advisors. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutional entities, offering a range of financial planning and portfolio management services. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and specialist portfolios.

David Bland is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He has been with D.A. Davidson since 2013 and holds the Series 63 and Series 66 designations. 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 various services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

William Sullivan II is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2007. He also has roles at AGIA, American General Life Insurance, and AIG Capital Services. Outside of his advisory work, he acts as an insurance agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and implements discretionary unified managed accounts using Envestnet’s platform and third-party model managers.

Justin Ozeroff is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Valic Financial Advisors since 2012 and at Agia since 2022. Outside of his advisory work, he is involved as an agent in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion through over 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts and model-based investment solutions.

Russell Trumm is a CFP® with 24 years of industry experience, currently serving at Centaurus Financial, Inc. since 2011. He is also the president of Fox Hill Financial & Insurance Service, Inc., where he oversees operations and provides employee benefits consulting and sales. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a variety of investment strategies and provides both discretionary and non-discretionary portfolio management through its CLASSIC Plus platform.

John Chapman is a financial advisor with Brookstone Capital Management LLC in Roseville, CA, holding a Series 65 designation and 13 years of industry experience. He previously worked at Commonwealth Financial Network and operates Chapman Private Client Services, a consulting business advising on retirement planning, investments, life insurance, and annuities. Brookstone Capital Management provides fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Patrick Connelly is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding nine years of industry experience. Prior to joining Allworth Financial in 2020, he worked at Raa from 2017 to 2020. He also has an ongoing career as a commercial airline pilot for American Airlines since 1999. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering comprehensive wealth planning and portfolio management. The firm utilizes a combination of quantitative and qualitative analysis to deliver customized investment strategies across multiple asset classes and manages both wrap and non-wrap programs.

Adam Stanley is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding two years of industry experience. Prior to joining Allworth, he worked at Retirement Advisors of America for three years and has been employed by Delta Airlines since 2008. He also serves in the US Army Reserve, a position he has held since 1999. Allworth Financial serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a range of investment strategies overseen by an Investment Committee.