Kevin Ash is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Camlin Steel and Center Unified School District. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

William Hagerty is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked with Eagle Strategies since 2000 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since the mid-1990s. Hagerty serves as a board member for the Children's Miracle Network at UC Davis Children's Hospital, where he assists with networking-event planning and coordination. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexandre Lilles is a CFA® charterholder with 22 years of industry experience. He is currently with Allworth Financial, L.P., and has worked with Stewart And Patten Co., LLC for over a decade. 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 overlays, and utilizes technology to manage held-away retirement accounts.

Preet Pragnesh Shah is a financial advisor at Allworth Financial, L.P., holding a Series 65 credential and bringing one year of industry experience. Prior to joining Allworth Financial, he worked at Johanson Financial Advisors and has held roles in accounting and education. 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 utilizing various model strategies and employs technology to manage held-away employer retirement accounts.

Antonio Scaletti is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wetherby Asset Management and Roof, Eidam & Maycock. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques.

Karin Le is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. She has held positions at Capital Planning Advisors LLC, Wells Fargo Clearing, and Wells Fargo Bank, among others. In addition to her advisory work, she acts as a Senior Wealth Advisor for Capital Independent Insurance Services LLC, focusing on insurance sales. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management and financial planning, using a combination of proprietary and third-party investment solutions.

Jordan Tyler is a financial advisor at Allworth Financial, L.P. in Folsom, CA, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and the Del Monte Group, among other roles across various sectors. 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 technology to manage held-away employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Corey Frank is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has held prior roles at Charles Schwab and Co., Inc. and TD Ameritrade. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies and utilizes technology to manage held-away retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Ron Brown Jr. is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Strategic Wealth Advisors Group and LPL Financial. Outside of advisory work, he is a commercial pilot who flies and teaches others to fly airplanes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and managed account solutions. The firm uses a fiduciary-based advisory model that incorporates a range of investment strategies and third-party managers.

Jeffrey Geslison is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at firms including Gwfs Equities, Inc., MML Distributors, LLC, MassMutual, and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Michael Arthurs is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes four years at Waddell & Reed and ongoing roles with Capstone Financial Group and Ameritas entities since 2014. Arthurs is also active in insurance product sales for individuals and businesses through Capstone Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Tosh Matteis is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Agia and Princor Financial Services Corporation. Outside of his advisory work, Matteis serves as a junior varsity volleyball coach for the Roseville Joint Union High School District. Valic Financial Advisors primarily serves U.S.-domiciled 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, and brokerage services, using Envestnet-developed UMA models for portfolio construction and management.

Laurie Hadley is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Allworth Financial and its affiliate AW Securities since 2010. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including 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 solutions to manage held-away retirement accounts.

Robert Jenkins is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2019. Jenkins is also vice president of the Placer Alumni Chapter of the Sacramento State Alumni Association. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Yang is a CFP® professional with 14 years of industry experience, currently with Allworth Financial, L.P. He previously worked for Silicon Valley Wealth Advisors, LLC for 19 years. Outside of his advisory role, he works as an usher for Mountain Winery concerts during the May to October season. 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 allocations and specialized offerings, using both discretionary and non-discretionary management approaches.

Jack Zboralske is a financial advisor at CWM, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Pinnacle Asset Management. Outside of his advisory roles, he serves as a non-paid civilian board member for Sacramento Valley Crime Stoppers, supporting local law enforcement through anonymous tip services and fundraising. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

John Kehoe is a financial advisor with Ameritas Advisory Services, LLC in Folsom, California, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes a long tenure at Sei Investments Company and roles at several other financial firms. He is also involved with Capstone Financial Group, assisting in recruiting and onboarding representatives. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and discretionary and non-discretionary advisory services supported by a network of Investment Adviser Representatives and third-party partners.

Shweta Nand Agarwal is a CFP® professional with 11 years of industry experience, currently serving at Sanctuary Advisors, LLC. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, trusts, estates, and charitable organizations, through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning services using various analytical approaches and acts as a fiduciary under written advisory agreements.

Scott Machen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Independent Financial Group since 2009. Outside of his advisory role, he is a licensed California insurance agent and manages a tax-related business entity, Scott Machen, LLC. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both proprietary and third-party models for portfolio management, combining active and passive investment strategies across various risk profiles.

William Blanchette is a CFP® with 20 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior work includes roles at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Financial Inc., Loring Ward Holdings, Inc., and Fidelity Brokerage Services LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, including model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.