Sarah Fong is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has 29 years of industry experience. She has worked at NewEdge Advisors since 2021 and was previously with Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. Fong also has a background as a pharmacy technician. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers diverse portfolio management and consulting services, utilizing multiple program structures and technology tools to support both advisors and clients.

Scott Marcoe is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66, Series 63, and Series 65 credentials and ten years of industry experience. He has worked at several firms, including Securities America Advisors and SECURITIES AMERICA, Inc., and is the owner of Nomad Cycling Apparel and Scott Marcoe Designs, a graphic design business. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients, utilizing both in-house model portfolios and third-party managers across discretionary and non-discretionary programs.

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® with 21 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. Her prior roles include positions at Bedell Frazier Investment Counselling, Capital Planning Advisors LLC, and Wells Fargo in various capacities. In addition to her advisory work, she is a Senior Wealth Advisor for Capital Independent Insurance Services LLC, where she provides insurance services. Private Advisor Group serves individuals, business entities, trusts, estates, and charitable organizations by offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm supports a wide range of investment strategies and provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed WealthSuite separately managed account program.

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, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has a long tenure with LPL Financial since 2004 and has also been associated with Strategic Wealth Advisors Group. Outside of his advisory work, he is a commercial pilot who flies airplanes and teaches flying. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports multiple investment approaches and trading strategies, with a network of investment adviser representatives tailoring solutions to client needs.

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 23 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also maintains affiliations with Capstone Financial Group and Ameritas Investment Corp. Outside of his advisory work, he is involved in insurance product sales for individuals and businesses through Capstone Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

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 at Allworth Financial, L.P. in Folsom, CA, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Allworth Financial and AW Securities since 2010. 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 portfolios using a variety of model strategies and employs both discretionary and non-discretionary asset management, utilizing technology to manage held-away employer retirement accounts without obtaining client login credentials.

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, holding Series 65 and Series 63 designations and 28 years of industry experience. His prior work includes roles at SEI Investments Company from 2001 to 2019 and multiple firms since then. He is also involved with Capstone Financial Group, where he assists in recruiting and onboarding representatives. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house and third-party portfolios, with an integrated approach that includes affiliations with broker-dealer and investment adviser affiliates.

Shweta Nand Agarwal is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. She has been involved with Alympia Associates Lp since 2002. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and sub-advisors to implement diverse strategies.