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.

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 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 financial advisor at Allworth Financial, L.P. with 28 years of industry experience. He holds the CFP® and CFA® designations and has been with Allworth Financial since 2004, also working with AW Securities since 2008. Outside of his advisory role, he is an investor and limited partner in commercial real estate 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 strategies, including core-satellite, pure-index, and options-based overlays, and utilizes technology to manage held-away employer retirement accounts.

Carsten Glas is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameritas Investment Company, Capstone Financial Group, and Aveanna Healthcare. Outside of finance, he is involved with the Sierra West Officials Association as a contractor enforcing league rules and maintaining player safety. Ameritas Advisory Services provides investment advisory and financial planning 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 both an internal Investment Committee and third-party partners.

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 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 based in Folsom, CA. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Outside of his advisory role, he is involved in landscape construction and remodeling through Cascading Falls Incorporated and in payment processing services with Rate Tracker Payments, LLC. 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 variable universal life subaccounts, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.

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.

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.

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 at Ameritas Advisory Services since 2025 and has been involved with Capstone Financial Group since 2022. Matheson also spent five years with The Total Health & Fitness Expo prior to her financial advisory roles. 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 range of managed account programs and consulting services, supported by an Investment Committee and third-party partners, and integrates multiple custodial and execution platforms to serve its clients.

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 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 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 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.