Elizabeth Dahlberg is a CFP® professional at Mercer Global Advisors Inc. with experience beginning in 2021. Prior to rejoining Mercer, she worked with a military family stationed abroad and at California Retina Consultants. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and platforms.

Dana Vega is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors. Dana has been with D.A. Davidson & Co. since 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Roberto Hernandez is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience and a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Hernandez volunteers as a basketball coach, serves as a commissioner on the Economic Development Commission in Vallejo, and is an author of a faith-based motivational book. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Giordano is a financial advisor at Allworth Financial, L.P. with 35 years of industry experience. He has held roles at Allworth Financial and AW Securities since 2021, and previously worked at Strategic Wealth Advisors Group and LPL Financial. Giordano is involved with the Enzo Giordano Foundation, a nonprofit for charitable giving. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and specialized ETF approaches, and works with third-party sub-advisers to manage assets.

Ivan Mercer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2015. Mercer serves on the board of directors for the Whitney Ranch Community Association. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to model portfolios and digital advisory solutions.

Richard Gross is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2021. He has also worked with Shone Asset Management, LLC and BlueSky Wealth Advisors, LLC. Gross holds the Series 65 designation and is based in Folsom, CA. 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 utilizes both discretionary and non-discretionary engagements, supported by technology to manage held-away employer retirement accounts.

Eric Henry is a CFP® and Series 66-registered financial advisor with Allworth Financial, L.P. in Folsom, CA, bringing 24 years of industry experience. He has worked with AW Securities and Allworth Financial since 2007 and 2008, respectively. 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 combining model strategies and specialized approaches, including defined-outcome ETFs and options overlays, and is notable for its ownership structure and specialized industry divisions.

Tracy Lasecke is a CFP® with 14 years of industry experience, currently serving at Allworth Financial, L.P. since 2023. Prior to joining Allworth Financial, Lasecke worked for Silicon Valley Wealth Advisors, LLC for 23 years. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based and options-driven approaches, and offers both discretionary and non-discretionary asset management.

Lauren Williams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2024. Prior to joining NewEdge, she worked for 10 years at Hanson McClain Securities and Hanson McClain Advisors. She is also a licensed life and health insurance agent in California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, using multiple program structures and centralized due diligence to support client and advisor needs.

James Smalling II is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding CFP® certification with 14 years of industry experience. He has been with Allworth Financial and its affiliated AW Securities since 2014. Outside of his advisory role, he serves as Treasurer for the Wildhawk Golf Course Player's Association Men's Club in Sacramento. 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 model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered funds.

Patrick McClain is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 63 designation and 36 years of industry experience. He has been associated with Allworth Financial since 1993 and has roles in related entities including Maidu Redevelopment, LLC and AW Securities. Outside of his advisory work, he is a partner in Maidu Redevelopment, LLC, which is involved in radio communications and insurance investments. 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 using core-satellite, pure-index, and specialized models and works with third-party sub-advisers while employing technology to manage held-away accounts.

Gary Grigsby is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CETERA Advisor Networks LLC and United Capital Financial Advisers, LLC. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a mix of model strategies and employs third-party sub-advisers as appropriate.

Beth Doehler is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career includes roles at several organizations alongside her advisory work, including positions in health insurance, accounting, and real estate commission processing. She also serves as president of the Villa L'Auberge Owners Association and operates a tax preparation business serving individuals and small businesses. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jerod Yee is a financial advisor at Allworth Financial, L.P. based in Folsom, CA, holding a Series 66 designation with five years of industry experience. His work background includes roles at AW Securities, Allworth Financial, Equitable Advisors, and positions at the University of California Davis and its Department of Surgery. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized investment strategies using model portfolios and third-party sub-advisers, and it operates specialized divisions and affiliated businesses that support a range of client needs.

Daniel Leahy is a CFP® with 21 years of industry experience currently serving as a financial advisor at Allworth Financial, L.P. He worked at Dynasty Advisor Group, LLC from 2014 to 2022 before joining Allworth Financial. 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 portfolios through various model strategies and combines discretionary and non-discretionary asset management with financial planning and retirement plan consulting.

Dane Abrigana is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles in real estate sales at Better Homes and Gardens Real Estate and financial planning through his ownership of Thrive Financial Group, LLC. Prior to his advisory career, he worked for Intel Corporation for 28 years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including 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.

Jack Welty is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding a Series 65 license with two years of industry experience. Prior to joining Allworth Financial, he was involved with the Youth Basketball Academy for six years and worked at Weimar Hills Middle School and Del Oro High School for eight 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 strategies, including model-based and specialized approaches, and uses technology to manage employer retirement accounts securely.

Daniel Sincere is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, Sincere has held positions at several coffee-related businesses and served as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a broad network of advisors and relies on centralized technology and model solutions.

Sarah Fong is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. In addition to her advisory work, she has experience as a pharmacy technician. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent advisers, utilizing a range of program structures and technology tools to support client needs.

Scott Marcoe is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66, 63, and 65 credentials and 10 years of industry experience. His prior roles include positions at Securities America Advisors and Investacorp Advisory Services Inc. Outside of financial advising, he owns Nomad Cycling Apparel and Scott Marcoe Designs, both retail and graphic design businesses. 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 integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.