Jeffrey Egli is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has been with Allworth Financial since 2020 and has also worked as a pilot for United Airlines since 1988. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering customized financial and wealth planning, portfolio management, and retirement plan consulting through a combination of quantitative and qualitative investment analysis.

Robert Frye is a CFP® with 29 years of industry experience, currently serving as a wealth advisor at CWM, LLC. His prior experience includes roles at Wells Fargo Advisors, Morgan Stanley, and LPL Financial. Frye is a partner and owner of Fried Worms, LLC, a holding company. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering services such as discretionary asset management, financial planning, and retirement plan management with a focus on tailored portfolio solutions and ongoing oversight.

Daniel Toman is a CFP® professional with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior experience includes roles at Viewpoint Financial Network, Confluence Financial Planning, Commonwealth Financial Network, and Cynthia Meyers CFP. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses a discretionary, customized portfolio approach supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Anthony Desantis is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 31 years of industry experience. He previously worked at Raa from 1994 to 2020 before joining Allworth Financial in 2020. Outside of his advisory role, he is a partner and director at Expert Financial Systems, LLC, a stored value and credit card processing business. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations with financial and wealth planning, portfolio management, and retirement plan consulting. The firm combines quantitative and qualitative analysis through an Investment Committee to implement customized allocations across various asset classes and offers a range of model and specialist strategies.

John Malhotra is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Principal Financial Services since 2016 and has operated his own financial and insurance businesses since 2023. Outside of finance, Malhotra is a 50% owner of RJS Boutique Wines, a family-owned wine production company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Andrew Chen is a financial advisor at Private Advisor Group, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Mariner Independent Advisor Network, LPL Financial, Rubicon Advisors, and Edward Jones. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based advisory model that includes proprietary and third-party managed account solutions tailored to client goals and risk tolerances.

Jerry He is a CFP®-credentialed financial advisor at Allworth Financial, L.P. with five years of industry experience. He has previously worked at several firms including Kestra Investment Services LLC, Zhang Financial LLC, and Trinity Wealth Securities. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers specialized portfolios along with model strategies.

Diego Villicana Franco is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of experience in the financial industry, including roles at Park Avenue Securities, NyLife Securities LLC, and New York Life Insurance Company. Diego also has a non-investment-related business activity, Villmatic Financial, based in Sacramento, CA. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Barbara Healy is a CFP® professional affiliated with Allworth Financial, L.P. in Folsom, CA, with 31 years of industry experience. She has worked at AW Securities since 2008 and Allworth Financial since 2005, and previously spent three years at Merrill. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering comprehensive financial and wealth planning, portfolio management, qualified retirement plan consulting, and variable annuity sub-account servicing. The firm employs a combination of quantitative and qualitative analysis to create customized investment allocations and provides a range of model strategies and specialist portfolios.

Gurvir Grewal is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. His prior roles include positions at Financial Finesse, Mercer Global Advisors, Pattern Financial, Facet Wealth, TIAA-CREF, and Mass Mutual Investors Services. Outside of advising, Grewal teaches CFP courses at the University of California and the College for Financial Planning and is the author of a self-published personal finance book. Allworth Financial serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management, employing both quantitative and qualitative analysis to deliver customized investment strategies across a range of asset classes.

Randall Ponder is a CFP® with 36 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2023. Prior to that, he was with Silicon Valley Wealth Advisors for four years and led Ponder Financial Group for nearly three decades. 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 variable annuity sub-account servicing, employing a combination of quantitative and qualitative analysis to implement customized investment strategies.

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.