Alec Fisher is a financial advisor with Hightower Advisors, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at Hightower since 2014 and previously at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2009. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers comprehensive portfolio management and financial planning services.

Randy Green is a financial advisor with Centaurus Financial, Inc. in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Centaurus Financial since 2011 and has been involved with Fox Hill Financial & Insurance Services since 2007. In addition to his advisory roles, he operates a consulting business focused on planning and coordinating professional services for clients. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary arrangements.

David Duquemin is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds a Series 65 designation and has been with Allworth Financial since 2020. Outside of his advisory role, David is a pilot for American Airlines. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management and comprehensive financial planning, utilizing model strategies and third-party sub-advisers, and operates specialized divisions including one focused on airline industry employees.

Steven Morgan is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA, holding Series 63 and Series 66 licenses with 31 years of industry experience. He has been affiliated with New York Life Insurance and Nylife Securities Inc. since 1998. He is involved with the Orangevale-Fair Oaks Community Foundation, overseeing volunteer projects in his community. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored solutions and manages a substantial portion of its assets on a non-discretionary basis, with a focus on both individual investors and institutional sponsors.

Bruce Killips is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and 28 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 employs customized portfolio strategies ranging from core-satellite and index allocations to specialized options-based overlays and manages both discretionary and non-discretionary engagements.

Jeffrey Egli is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He has worked at Allworth Financial since 2020 and also serves as a pilot for United Airlines. 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 both discretionary and non-discretionary engagements.

Robert Frye is a CFP® professional with 28 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC and its affiliated entities. His prior work includes a decade with Wells Fargo Advisors. Outside of his advisory role, Frye is a partner and owner of Fried Worms, LLC, a holding company. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and access to alternative investments, typically managing accounts on a discretionary basis using model portfolios and multiple investment strategies.

Daniel Toman is a CFP® professional with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior experience includes roles at Viewpoint Financial Network, Confluence Financial Planning, Commonwealth Financial Network, and Cynthia Meyers CFP. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses a discretionary, customized portfolio approach supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Anthony Desantis is a financial advisor with Allworth Financial, L.P., holding a Series 65 credential and 31 years of industry experience. He has worked at Allworth Financial since 2020 and has been associated with Raa since 1994. Outside of his advisory work, he is a partner and director at Expert Financial Systems, LLC, a company involved in stored value and credit card processing. 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 employs technology to manage held-away employer retirement accounts.

John Malhotra is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Principal Financial Services since 2016 and has operated his own financial and insurance businesses since 2023. Outside of finance, Malhotra is a 50% owner of RJS Boutique Wines, a family-owned wine production company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew Chen is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Mariner Independent Advisor Network, LPL Financial, Rubicon Advisors, and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that includes proprietary and third-party managed account solutions tailored to client goals and risk tolerances.

Jerry He is a CFP® with five years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has worked at several firms including Kestra Investment Services LLC, Zhang Financial LLC, and Trinity Wealth Securities. Prior to his advisory career, Jerry was involved with New Ballet and WHYY. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a variety of model strategies, incorporates third-party sub-advisers, and offers both discretionary and non-discretionary asset management alongside comprehensive financial planning.

Diego Villicana Franco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, New York Life, and NyLife Securities. Outside of his advisory role, he is associated with Villmatic Financial, a non-investment-related activity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Barbara Healy is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding the CFP® designation and Series 63 and 65 licenses. She has 31 years of industry experience and has worked at AW Securities since 2008 and Allworth Financial since 2005. 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 including model strategies and specialized approaches, and utilizes technology to manage held-away employer retirement accounts.

Gurvir Grewal is a CFP® with 13 years of experience in financial advising, currently with Allworth Financial, L.P. He has held positions at several firms including Facet Wealth and TIAA-CREF. Outside of advising, he teaches CFP courses at the University of California and serves as a moderator and instructor for the College for Financial Planning, in addition to authoring a self-published personal finance book. 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 allocations and specialized approaches using ETFs and options, and operates with private investment vehicle ownership and a focus on niche client segments such as airline industry employees.

Randall Ponder is a CFP® with 36 years of industry experience. He currently serves as a financial advisor at Allworth Financial, L.P., where he has worked since 2023. Prior to that, he spent four years at Silicon Valley Wealth Advisors and nearly three decades at Ponder Financial Group. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs technology solutions to manage held-away employer retirement accounts.

Bryce Leafman is a financial advisor at Mariner with one year of industry experience and holds a Series 66 designation. Prior to joining Mariner, he worked at Ameriprise and MassMutual Life Insurance Company. Outside of his advisory role, Leafman is a freelance musician and serves as a substitute musician for multiple symphony orchestras, including the Santa Cruz and Stockton Symphonies. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Brian Rasmussen is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked with firms including Edward Jones, LPL Financial, and Mariner Independent Advisor Network. In addition to his advisory roles, Rasmussen is a fitness trainer through Logiki Longevity LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model, leveraging technology platforms and a variety of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Jeffrey Weaver is a financial advisor with Private Advisor Group, LLC, holding the Series 66 designation and six years of industry experience. His prior roles include positions at Edward Jones, Mariner Independent, and West Capital Wealth Management. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and a variety of managed account solutions through both proprietary and third-party platforms.

John Robertson is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He has been with Allworth Financial since 2020 and also works at Raa. Outside of his advisory roles, John is a pilot for Delta Air Lines. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm offers customized portfolio management through a variety of model strategies and uses technology solutions to manage held-away accounts without client login information.