Casey West is a CFP® and CFA® currently with Allworth Financial, L.P. He has 15 years of industry experience, including 13 years at Stewart and Patten LLC and two years at Allworth Financial. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

Kenneth Mills is a financial advisor with Allworth Financial, L.P., holding a Series 65 designation and bringing 12 years of industry experience. He has worked with Allworth Financial since 2020 and Retirement Advisors of America since 2016. Outside of finance, Mills serves as a pilot for Delta Air Lines, flying an average of 15 days per month. Allworth Financial serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and manages both wrap and non-wrap programs.

Scott West is a financial advisor with Ameritas Advisory Services, LLC and holds the Series 66 designation. He has nine years of industry experience, including prior roles at Ameritas Investment Corp, InFocus Financial Strategies, and West Money Management LLC. Outside of his advisory work, Scott provides seasonal assistance by cleaning gutters and hanging Christmas lights for elderly neighbors. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, combining both firm-developed and third-party models, and operates within a corporate structure that includes affiliated broker-dealer and insurance entities.

Ras Smith is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 65 designation and six years of industry experience. His prior experience includes roles at Cambridge Investment Research Advisors, Inc., Hub International, and Marsh McLennan Agency. He is also involved in non-investment activities supporting insurance services at Marsh McLennan Agency. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning, portfolio management, and specialized investment strategies, utilizing both quantitative and qualitative analysis through an Investment Committee.

Teddy Handoko is a CFA® charterholder with over a decade of industry experience. He has worked at Stewart & Patten for ten years before joining Allworth Financial, L.P., where he has been advising clients since 2024. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using a combination of quantitative and qualitative analysis, and provides specialized investment strategies alongside educational resources.

John Pittman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Ameritas Advisory Services since 2021 and concurrently operates Infocus Financial Strategies, LLC, which he founded in 2014. Additionally, he is an independent insurance agent specializing in fixed insurance products and estate and business succession planning through Cenco Insurance Marketing Corp., a role he has held since 1987. Ameritas Advisory Services, LLC provides investment advisory and planning services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers diversified portfolio management using various investment vehicles and program platforms, supported by third-party technology and managers, within a corporate structure that includes affiliated insurance and broker-dealer entities.

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 entering financial services, he had an 11-year career at Delta Air Lines. Allworth Financial serves a diverse client base including individual investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to create customized investment strategies across a wide range of asset classes and offers specialized portfolios and model strategies.

Brian Curland is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, with nine years of industry experience. Prior to joining Allworth Financial in 2020, he worked at RAA from 2013 to 2020. In addition to his advisory role, Brian is a pilot for Southwest Airlines, where he has worked since 2006. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds while providing educational resources such as newsletters and seminars.

Carrie Miskawi is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and has previously worked at Cornerstone Financial Group and AW Securities. Prior to her advisory career, she spent eleven years as a homemaker. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

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 at OSAIC, Ryan Wealth Management, Inc., and currently at AW Securities and Allworth Financial. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial and wealth planning, portfolio management, retirement plan consulting, and private fund management. The firm uses a combination of quantitative and qualitative analysis through an Investment Committee and offers customized allocations across various asset classes and specialist portfolios.

Glenn Raese is a financial advisor with Private Advisor Group, LLC, holding a ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 14 years at Principal Funds/Principal Asset Management and more recent roles at LPL Financial and Mariner Independent Advisor Network. Raese also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a fiduciary‑based advisory model that integrates proprietary technology and third‑party managers.

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 credential and 12 years of experience. His prior roles include positions at Hanson McClain Securities, Newport Group, and Pathway Strategic Advisors. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and manages private funds using both quantitative and qualitative investment approaches with a range of model and specialist strategies.

Christian Ortez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, Waddell & Reed, Merrill, and Citigroup Global Markets. Outside of his advisory work, he has been involved in insurance services and business coaching through his own consulting firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management and financial planning. The firm employs a fiduciary model that integrates both proprietary and third-party investment strategies, utilizing multiple technology platforms to implement diversified asset allocation and portfolio management approaches.

Christopher Herrera is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and HIFS Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to various proprietary and third-party platforms.

Mark Fanning is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 credential with seven years of industry experience. His prior work includes roles at RAA and RNAV. Allworth Financial serves individual and high-net-worth investors, as well as institutions such as pension plans and charitable organizations, offering comprehensive wealth planning and portfolio management through a combination of quantitative and qualitative analysis and a range of investment strategies.

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 at Hightower Advisors with 43 years of industry experience. He has held positions at Hightower Advisors and its affiliated broker-dealer since 2014 and previously worked at Merrill for 17 years. Conklin holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individual and institutional investors. The firm’s investment approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a range of portfolio construction techniques.

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.