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.

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.

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.

Robert Frye is a CFP® professional with 29 years of experience in the financial services industry. He is currently a wealth advisor at CWM, LLC, where he has been since 2025. His prior experience includes roles at Wells Fargo Advisors and Morgan Stanley. Frye is also a partner and owner of Fried Worms, LLC, a holding company. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory options, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

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® with five years of experience in the financial services industry. He is currently with Allworth Financial, L.P. and has previously worked at firms including Kestra Investment Services LLC and Zhang Financial LLC. Outside of financial advising, he has experience at New Ballet and WHYY. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and specialized approaches such as Buffered Equity ETFs and options-based overlays, and is notable for its ownership structure and specialized divisions.

Diego Villicana Franco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, New York Life, and NyLife Securities. Outside of his advisory role, he is associated with Villmatic Financial, a non-investment-related activity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Barbara Healy is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding the CFP® designation and Series 63 and 65 licenses. She has 31 years of industry experience and has worked at AW Securities since 2008 and Allworth Financial since 2005. 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 including model strategies and specialized approaches, and utilizes technology to manage held-away employer retirement accounts.

Gurvir Grewal is a CFP® with 13 years of experience in financial advising, currently with Allworth Financial, L.P. He has held positions at several firms including Facet Wealth and TIAA-CREF. Outside of advising, he teaches CFP courses at the University of California and serves as a moderator and instructor for the College for Financial Planning, in addition to authoring a self-published personal finance book. 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-based allocations and specialized approaches using ETFs and options, and operates with private investment vehicle ownership and a focus on niche client segments such as airline industry employees.

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 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.

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.

Edward Harris is a financial advisor with Guardian Life who holds Series 63 and 65 licenses and has 13 years of industry experience. His prior work includes roles at New York Life and Northwestern Mutual. He is based in Sacramento, CA. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients through a variety of investment advisory programs.

Patrick Donnelly is a financial advisor at Ameritas Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capstone Financial Group, California Senior Solutions, and Ameritas Life Insurance Corp. In addition to his advisory role, he is licensed as an independent insurance agent and is involved in financial planning, retirement advice, and insurance sales through Capstone Financial Group and True Course Retirement. 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 employs a range of investment strategies, including model portfolios, mutual funds, ETFs, and individual securities, and operates multiple program platforms supported by third-party technology and managers.

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.

Ryan Breedwell is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds a Series 65 designation and has been with Foundations Investment Advisors since 2018. He also conducts insurance sales in Sacramento, CA. Foundations Investment Advisors provides financial planning and portfolio management to a broad client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans, employing a mix of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach.