Justin Burrow is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance and Ryan Wealth Management, Inc. among other firms. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across a range of asset classes and offers education through newsletters, podcasts, and seminars.

Adam Kint is a CFP® professional with 29 years of experience in the financial services industry. He is affiliated with Allworth Financial, L.P. and has previously worked at Hanson McClain Securities, Cambridge Investment Research Advisors, and Securities America Advisors. Outside of his advisory role, Kint serves on the board of directors for Hands for Hope, a youth charity. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning services, discretionary and non-discretionary portfolio management, and manages privately offered funds with a focus on customized allocations and multiple investment strategies.

Thomas Chavez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, LPL Financial, and Retirement Wealth Advisors, Inc. Chavez dedicates a significant portion of his time to providing investment advisory services through Mariner Independent Advisor Network, an independent RIA separate from LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model utilizing a range of strategies and technology platforms, offering access to proprietary and third-party investment solutions.

Jeffery Micheli is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant services.

Ethan Myers is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Ameritas Investment Company, Capstone Financial Group, and Ameritas Life Insurance Corp. Outside of finance, he previously worked with Top This Extreme Outfitters and served in the California Army National Guard for six years. 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 offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, and other securities across multiple program platforms.

Rita Gibson is a financial advisor with Hornor, Townsend & Kent, LLC in Sacramento, California, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1989 and also operates Rita Gibson Insurance Services, focusing on life insurance brokerage. Gibson is involved in her local community as a member of the management team of ArcadeChurch, where she advises on church property, finance, and personnel issues. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in assets with a range of discretionary and non-discretionary account options.

Mark Fierro is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at Causeway Strategic Financial Advisors, LPL Financial, and Desert Capital Management Group. Outside of finance, he has worked as a bartender at Serritella's Italian Restaurant & Pizzeria. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and a large client base. The firm provides managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody services, supporting clients with a variety of investment options and operational platforms.

Lori Sherman is a CFP® professional with 13 years of experience in financial advising. She joined Allworth Financial, L.P. in 2024 after spending 24 years at Stewart & Patten Co., LLC. She is based in Folsom, CA. Allworth Financial serves a diverse client base, including individual and 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 education through newsletters, podcasts, and seminars, using a combination of quantitative and qualitative analysis to create customized investment strategies.

William Gilmore is a financial advisor with Farther in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Portfolio Management Consulting, and Telmate. He serves as a trustee for a family trust, dedicating limited time to this role. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory via proprietary models and algorithmic rebalancing, utilizing ETFs, mutual funds, equities, fixed income, and AI tools to support advisor decisions.

Ashley Wada is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. Wada previously worked at Mariner Independent Advisor Network, LLC and LPL Financial, LLC, with additional experience at Retirement Wealth Advisors. Outside of advisory services, Wada is a licensed notary public. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm operates a fiduciary-based advisory model, employing multiple investment strategies and technology platforms while offering both discretionary and non-discretionary services.

Derek Green is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Titus Wealth Management and LPL Financial. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and a range of specialized financial planning and consulting services.

Benton Stockert is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior roles include positions at Keen Wealth Advisors and Charles Schwab. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations with financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm employs both quantitative and qualitative analyses through an Investment Committee to create customized investment strategies and offers a range of model and specialist portfolios while leveraging technology for holistic planning.

Lisa Cristiano is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with nine years of industry experience. She has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management through a combination of quantitative and qualitative analysis, utilizing various investment strategies and specialist portfolios.

Jeremy Lopez is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Ameritas Advisory Services, LLC and also has experience at Bank of America, Merrill, Wells Fargo Clearing, and Capstone Financial Group. 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 offers a range of services such as asset management, financial planning, and retirement plan advisory, utilizing model portfolios, mutual funds, ETFs, and individual securities across various program platforms.

Gary Krasnov is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 65 credential and has worked at Allworth Financial since 2020, previously serving at Raa and Advisor Risk Management Company. Prior to his financial career, he was employed by Delta Airlines for 34 years. Allworth Financial serves individual and 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 privately offered funds using a combination of quantitative and qualitative analysis to implement customized investment strategies.

Alec Fisher is a financial advisor with Hightower Advisors in Folsom, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Hightower since 2014 and was previously with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 2009. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles.

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 worked at Allworth Financial since 2020. Outside of finance, he is a pilot for American Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering financial planning and portfolio management services. The firm uses a combination of quantitative and qualitative analysis to create customized investment strategies, including model and specialist portfolios.

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 worked at Allworth Financial since 2020 and previously held positions at Raa and Danforth Investments. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and investment education, utilizing both quantitative and qualitative approaches to implement customized strategies.