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 a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and LPL Financial LLC and is currently involved with Mariner Independent Advisor Network, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model utilizing various investment strategies and technology platforms, providing access to proprietary and third-party managed account solutions.

John Robertson is a financial advisor at Allworth Financial, L.P. with six years of industry experience. Prior to joining Allworth in 2020, he worked at Raa for one year. He is also a pilot for Delta Air Lines. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, utilizing a combination of quantitative and qualitative analysis to create customized investment strategies.

Stephen Halterbeck is a financial advisor with D.A. Davidson & Co. and holds a Series 66 designation. He has 19 years of industry experience, including 11 years at Rw Baird & Co. and seven years at D.A. Davidson & Co. Halterbeck serves as a Board Member and Treasurer for the Society of Settlement Planners. D.A. Davidson & Co. offers 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 provides both non-discretionary and discretionary retirement plan advisory services under fiduciary standards, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

George Griffin Jr. is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. In addition to his advisory role since 2020, he is a pilot for American Airlines. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages private funds, using both quantitative and qualitative analysis to tailor investment strategies.

Edward Harris is a financial advisor with Guardian Life in Sacramento, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes roles at New York Life from 2010 to 2022, Northwestern Mutual Wealth Management Company from 2022 to 2024, and Park Avenue Securities since 2024. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary programs and third-party platforms, and features a range of financial planning, consulting, and investment solutions tailored to client needs.

Patrick Donnelly is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He is also the owner of True Course Retirement, where he provides financial planning, retirement advice, securities sales, portfolio monitoring, and insurance sales. His career includes roles at Capstone Financial Group and Ameritas Life Insurance Corp., with a focus on insurance and investment-related services. 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 wide range of investment vehicles and program platforms to build and manage portfolios tailored to client needs.

James Tuppal is a financial advisor with Commonwealth Financial Network based in Sacramento, CA. He holds a Series 66 designation and has four years of industry experience, including roles at Wealth Strategies Group and First Hawaiian Bank. Outside of advising, he serves as a Financial Analyst IV for the nonprofit organization Sutter Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a suite of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Ryan Breedwell is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has been with Foundations Investment Advisors since 2018. He also conducts insurance sales in Sacramento, CA. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.

Charles Paty is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2020, he worked at Raa from 2008 to 2020. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs both quantitative and qualitative analysis to create customized investment allocations and offers a range of model and specialist portfolios.

Blake Caughey is a financial advisor with D.A. Davidson & Co. based in Roseville, CA. He holds a Series 66 credential and has three years of industry experience. His prior roles include positions at Precision Home Loans and CSU Long Beach, along with work experience in various other sectors. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning, and is notable for its municipal advisory activities and affiliated custodial services.

William Wagner Jr. is a CFP® with 22 years of industry experience, currently affiliated with Independent Financial Group, LLC. His work history includes roles at Purshe Kaplan Sterling Investments, Summit Financial, and Edward Jones. Wagner is involved in several nonprofit organizations, serving as an officer and volunteer with the Knights of Columbus and the Rotary Club of Orangevale. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models to tailor strategies according to client risk tolerances.

Kent Erickson is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His work history includes roles at Highway Financial Networks and AW Securities. Outside of advising, he receives income from a multi-family property investment business. 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, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to create customized investment allocations and provides education through various media.

Brian Abad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior experience includes roles at CapFinancial Securities LLC, Royal Alliance Associates, and LPL Financial Corporation. In addition to his advisory work, he is involved with VAS Dias Agency in insurance sales. 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 employs a variety of investment strategies using model portfolios, mutual funds, ETFs, and individual securities, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Erin Cairns is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at Limeade and PepsiCo. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under fiduciary standards and employs both qualitative and quantitative analysis, with specialized programs for high-net-worth clients and municipal advisory activities.

John Lee is a financial advisor with VALIC Financial Advisors in Roseville, CA, holding a Series 66 credential and 22 years of industry experience. He has been with VALIC since 2004 and is also involved in coaching a youth ski team at Sierra At Tahoe and instructing at The Picklr sports club on weekends. 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, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

Lynne Verdone is a CFP® with 41 years of industry experience, currently affiliated with SPC in Sacramento, CA. She has worked at SPC since 2006 and has prior experience at Securian Financial Services, Inc. and Parkland Securities, LLC. She also provides education and placement services related to long-term care policies on a commission basis. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm operates a large advisory network and delivers tailored, discretionary advice through several account programs, maintaining unique affiliations with broker-dealers and insurance agencies alongside a strategic partnership with Fidelity.

Daniel Cairns is a CFP® professional with 45 years of industry experience. He has worked at D.A. Davidson & Co. since 2021 and previously spent 10 years with Robert W. Baird & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a variety of advisory services under fiduciary standards, including retirement plan consulting, comprehensive financial planning, and specialized wealth management programs.

James Pak is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, he worked at UBS Financial Services from 2016 to 2018. He is also involved as a member manager at ED3 Property, LLC, a rental property management and private placement real estate business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing roughly $295.6 billion in client assets through over 1,100 advisors across 151 offices.