Cameron Lagala is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His work history includes roles at Caduceus Financial & Insurance Services and J. Lens Financial & Insurance Services, alongside his ongoing affiliation with Eagle Strategies and New York Life. Additionally, he is involved in real estate consulting focused on property development and entitlement processes aimed at resale. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a notable focus on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

Meredith Mussano is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. She previously worked at Merrill and Wells Fargo and is currently the successor trustee of a family living trust. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals and institutions, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach.

Christopher Boudreaux is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Focus Partners Wealth, he worked at Sutter Health for over two decades and at Adero Partners. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a variety of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, using fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Bradley Dehaven is a financial advisor with Centaurus Financial, Inc. in Fair Oaks, CA, holding a Series 63 license and bringing 37 years of industry experience. Prior to joining Centaurus in 2017, he worked at Allstate Insurance Co and has operated DeHaven & Associates Inc since 2006. Outside of advisory work, he is active as an author and public speaker on prescription drug abuse, serves as Chapter President of the American Financial Education Alliance in his local area, and acts as a Trust Protector for a Charitable Remainder Trust. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting through various platforms. The firm utilizes both discretionary and non-discretionary arrangements and employs a combination of fundamental, technical, bottom-up, and top-down investment analyses.

Richard Del Monte is a CFP® with 34 years of experience in the financial industry. He is currently with Allworth Financial, L.P. and has held roles at Heritage Apartments, Wymac Capital Inc, and Del Monte Group. Outside of advising, he serves on the board of the John Muir Health Foundation and is involved with the Church of Jesus Christ of Latter-day Saints and a local homeowners association. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies using model allocations and third-party sub-advisers, and it operates a specialized Airline division as well as managing privately offered real estate and credit funds.

David Frings is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at firms including Fidelity Personal and Workplace Advisors, Bank of America, and Merrill. He is also involved with Harvest Wealth Group and Vas Dias Ca in advisory roles. 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 utilizes a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology.

Robert Gentry is a CFA® charterholder and holds a Series 65 license, with 28 years of experience in the financial industry. He is currently with Allworth Financial, L.P. and has been a partner and trustee at Stewart and Patten Co., LLC since 1997. Allworth Financial is a fee-based SEC-registered adviser that serves 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 investment approaches.

Lisa Yost is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. She has been with Independent Financial Group since 2016 and concurrently operates Yost Financial Services, where she has worked since 1995. Prior to that, she spent time at Gibson Capital Management from 1993 to 2019. Outside of her advisory role, Yost serves as co-trustee and co-executor of an estate, managing trust assets and charitable fund distributions for a family she has worked with since the early 1980s. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a mix of strategic asset allocation, multi-manager portfolios, and active and passive investment exposures, delivering services through various platforms and third-party programs.

Adam Besana is a financial advisor at Guardian Life with the ChFC® designation and five years of industry experience. He has worked at Northwestern Mutual in various capacities from 2019 to 2026 and has been with Park Avenue Securities since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser specializing in services for individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs and financial planning solutions, including discretionary and non-discretionary portfolio management.

Vaishnavi Rajagopalan is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 65 and Series 66 designations and six years of industry experience. Her prior roles include seven years at UBS Financial Services and a position at Deals and Transformations LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients, offering customized portfolios through various model strategies and leveraging technology to manage held-away employer retirement accounts.

Michael Mulvany is a financial advisor at PlanMember Securities Corporation with 30 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 2010. Outside of his advisor role, he operates M2 Financial Group as a sole proprietor, offering life, disability, and health insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Umang Patel is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 66 designations and having 11 years of industry experience. He has worked at Edward Jones and has been with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, he volunteers as a leader for a basic financial literacy workshop for middle and high school students. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and diverse investment advisory programs.

David Siegel is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 46 years of industry experience. His career includes roles at LPL Financial, Mariner Independent Advisor Network, and Strategic Wealth Advisors Group. Outside of his advisory work, he is the sole owner of West Point Advisors, Inc., which operates his advisory business as a DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes fiduciary-based advisory models and various investment strategies, often implementing advice through third-party managers and technology platforms.

Jennifer Kachmar is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. Her prior experience includes roles at Mercer Global Advisors, Ameriprise Financial Services, Merrill, Fisher Investments, Edward Jones, and Fidelity. Schwab Wealth Advisory Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and research tools.

Douglas Balmain Jr. is a financial advisor at Allworth Financial, L.P. with 12 years of industry experience. Prior to joining Allworth in 2020, he worked at RAA for seven years. Outside of his advisory role, he is a partner in a non-investment-related business and serves as a pilot for American Airlines. Allworth Financial is a fee-based SEC-registered advisor serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various strategies and employs technology to manage held-away retirement accounts without client login credentials.

Mitchell Fix is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding seven years of industry experience. Prior to joining Allworth Financial in 2020, he has worked as a pilot for Delta Air Lines for over 30 years. His role as a pilot is a notable outside activity unrelated to his advisory duties. Allworth Financial is an SEC-registered, fee-based advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of strategies, including model allocations and options-based overlays, and operates an Airline division focused on airline industry employees.

Jakob Hollingshaus is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience and has worked in various advisory and assistant roles, including at RAS Financial Services and Osaic Wealth Inc. Prior to his financial services career, he held educational positions at multiple schools and universities. Osaic Advisory Services, LLC serves a diverse clientele including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Scott Hanson is a CFP® with 35 years of industry experience, currently serving at Allworth Financial, L.P. since 1993. He is also a partner at Maidu Redevelopment, LLC, involved in radio communications, real estate investments, and insurance investments. Allworth Financial is an SEC-registered adviser providing a range of asset management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs diversified portfolio strategies and uses technology to manage held-away retirement accounts, with ownership including private investment vehicles and the Ontario Teachers’ Pension Plan.

Paul Zanders is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for Delta Air Lines. 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 approaches such as Buffered Equity ETFs and options-based overlays, while utilizing third-party sub-advisers and technology to manage held-away employer retirement accounts.

Christopher Jackson is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. In addition to his advisory role since 2020, he has worked as a pilot for United Airlines since 1998. 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 various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.