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.

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. She previously worked at Yellowbrickroad Financial Advisors, LLC for seven years. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, financial planning, and retirement plan consulting, utilizing a mix of model strategies and third-party sub-advisers to manage discretionary and non-discretionary engagements.

Jim Mcelravy is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Group since 2010. Outside of his advisory role, he is a licensed California insurance agent and serves as an officer and director involved in entity creation and marketing development. Independent Financial Group 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 retirement plan services, utilizing both in-house and third-party manager models through platforms like AccessPoint and Schwab-custodied accounts.

Daniel Shelly is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked with Ameritas Investment Corp since 2016 and is involved in several other business activities, including serving as a landscape estimator for Cascading Falls Incorporated and participating in payment processing services at Rate Tracker Payments, LLC. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing a platform that includes in-house model portfolios, third-party managers, and integrated solutions with Ameritas affiliates.

Lynda Tu is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at AW Securities, Comprehensive Asset Management & Management, Inc., APW Capital, Inc., and Johanson Financial Advisors, Inc. Outside of her advisory role, she serves as Co-Treasurer for the Santa Teresa Home and School Association. 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 a range of model strategies and incorporates technology solutions to manage held-away employer retirement accounts.

Snehalkumar Shah is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his advisory career in 2025. He has prior experience managing tax preparation, bookkeeping, and payroll services through Harshad Shah Financial Services Inc. Shah is also active as a health insurance producer with Illinois Health Agents Inc, working with various insurance carriers. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, offering integrated retirement plan solutions and multiple advisory platforms.

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. in Sacramento, CA with 13 years of industry experience. He has been with Allworth Financial since 2020. 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 approaches and specialized offerings like Buffered Equity ETFs and options overlays, and utilizes third-party sub-advisers and technology to manage assets across various client types.

Stephen Machado is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at NYLIFE Securities LLC, New York Life Insurance, and Knights of Columbus Asset Advisors. Outside of his advisory work, Machado serves as an officer for the Galt Council of the Knights of Columbus and maintains a small digital marketing business supporting a few long-term clients. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Balecki is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including proprietary research, futures and derivatives services, and tailored solutions for high-net-worth clients.

Rachel Matheson is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and two years of industry experience. Her work history includes roles at Ameritas Investment Company and Capstone Financial Group, where she remains actively involved. Outside of her advisory work, she has experience with The Total Health & Fitness Expo. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm employs a platform approach that integrates in-house and third-party investment strategies, serving a diverse client base including high-net-worth individuals and employer-sponsored retirement plans.

Douglas Boring is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC in Roseville, CA. His prior roles include positions at Aspire Financial Planning, The Wealth Consulting Group, LPL Financial, and PRINCOR. Outside of advising, he serves as a board member for Pacific Unity Insurance Solutions and acts as trustee for a family generation-skipping trust. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing discretionary model portfolios guided by an internal Investment Committee and a combination of fundamental and technical analysis.

Christopher Grellas is a CFP® professional with eight years of industry experience. He is currently with NewEdge Advisors and previously worked at AW Securities and Allworth Financial, LP. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

G Lowe is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cascadia Washington Wealth Management and Securities America, Inc. prior to joining Allworth Financial. 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 diverse strategies and employs technology to manage held-away retirement accounts.

David Bland is a financial advisor with D.A. Davidson & Co. in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards, using qualitative and quantitative analysis along with third-party tools, and differentiates itself by acting as a municipal advisor and operating affiliated custodial entities.