Randall Ponder is a CFP® with 36 years of industry experience. He currently serves as a financial advisor at Allworth Financial, L.P., where he has worked since 2023. Prior to that, he spent four years at Silicon Valley Wealth Advisors and nearly three decades at Ponder Financial Group. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—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 employer retirement accounts.

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 credential and 11 years of industry experience. His career includes roles at Edward Jones, Golden State Wealth Management, LPL Financial, and Mariner Independent Advisor Network. Outside of advisory services, he is involved as a fitness trainer through Logiki Longevity LLC. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and turnkey platforms, delivering advisory solutions through a broad network of investment adviser representatives.

John Robertson is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He has been with Allworth Financial since 2020 and also works at Raa. Outside of his advisory roles, John is a pilot for Delta Air Lines. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm offers customized portfolio management through a variety of model strategies and uses technology solutions to manage held-away accounts without client login information.

Stephen Halterbeck is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2019, following 11 years at Rw Baird & Co. He serves as Treasurer and a board member of the Society of Settlement Planners. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services under fiduciary standards, including retirement plan advisory, financial planning, equity research, and specialized wealth management for clients with over $20 million in assets.

George Griffin Jr. is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. Allworth Financial is an SEC-registered, fee-based 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 engagement options.

Edward Harris is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has 13 years of industry experience, including roles at New York Life from 2010 to 2022 and Northwestern Mutual from 2022 to 2024. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers, combined with digital advisory solutions.

Patrick Donnelly is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and is also associated with Capstone Financial Group and True Course Retirement. In addition to advising, he is a licensed independent insurance agent involved in insurance and annuity sales through his roles at Capstone Financial Group and True Course Retirement. 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 both in-house and third-party model portfolios, and integrates offerings with Ameritas affiliates to serve a diverse client base.

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.

Charles Paty is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020 and RAA since 2008. 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, employs third-party sub-advisers, and manages held-away employer retirement accounts through technology.

Blake Caughey is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles including at Precision Home Loans and CSU Long Beach. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

William Wagner Jr. is a CFP® professional with 22 years of industry experience, currently affiliated with Independent Financial Group, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Summit Financial, LLC. Wagner serves in several nonprofit and community roles, including officer and board member positions with the Knights of Columbus and volunteer work with the Rotary Club of Orangevale. Independent Financial Group, LLC is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios, and operates as both a registered investment adviser and active broker-dealer.

Kent Erickson is a financial advisor at Allworth Financial, L.P., holding Series 63 and Series 65 licenses with seven years of industry experience. His work history includes roles at AW Securities, Allworth Financial, and Highway Financial Networks. Outside of advising, he has an ownership interest in Emerald City Associates, a multi-family property investment venture. 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 utilizing model strategies ranging from core-satellite to options-based overlays, and employs third-party sub-advisers as needed.

Brian Abad is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at CapFinancial Securities LLC, Royal Alliance Associates, LPL Financial Corporation, and other firms. He is also involved in insurance sales through VAS Dias Agency. 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 financial planning, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a substantial focus on plan sponsors and participants.

Erin Cairns is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, she worked at Limeade and PepsiCo, and held various roles at Gonzaga University and its Advancement office. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services, from retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

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® professional with 40 years of industry experience, currently serving at SPC and Parkland Securities, LLC. She has been with SPC since 2006 and Parkland Securities since 2014. In addition to her advisory work, she provides education and placement services related to long-term care policies on a commission basis. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

Daniel Cairns is a CFP® professional with 45 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2021. Prior to this, he spent a decade at Robert W. Baird & Co. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides fiduciary investment advice and retirement plan services, alongside comprehensive financial planning and 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.

Omaid Rahimi is a financial advisor at Allworth Financial, L.P. with one year of industry experience. He holds a Series 65 designation and has worked previously at Journey Advisory Group and Newport Group. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, index allocations, and specialized approaches such as Buffered Equity ETFs and options-based overlays.