Joseph Fernandes is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with six years of industry experience. He is also a pilot for Delta Air Lines, a role he has held alongside his advisory work. 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 leverages technology to manage held-away employer retirement accounts without client login credentials.

Jack Welty is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding a Series 65 license with two years of industry experience. Prior to joining Allworth Financial, he was involved with the Youth Basketball Academy for six years and worked at Weimar Hills Middle School and Del Oro High School for eight years. 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 and specialized approaches, and uses technology to manage employer retirement accounts securely.

Daniel Sincere is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, Sincere has held positions at several coffee-related businesses and served as an agent selling non-securities insurance products for AGIA. Valic Financial Advisors is a large SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a broad network of advisors and relies on centralized technology and model solutions.

Sarah Fong is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. In addition to her advisory work, she has experience as a pharmacy technician. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent advisers, utilizing a range of program structures and technology tools to support client needs.

Scott Marcoe is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66, 63, and 65 credentials and 10 years of industry experience. His prior roles include positions at Securities America Advisors and Investacorp Advisory Services Inc. Outside of financial advising, he owns Nomad Cycling Apparel and Scott Marcoe Designs, both retail and graphic design businesses. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms, supporting both discretionary and non-discretionary advisory relationships.

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.

James George is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. He holds a Series 65 credential and has been with Allworth Financial since 2020. Prior to that, he worked at RAA beginning in 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 portfolios through various model strategies, including core-satellite, pure-index, and options-based overlays, and is noted for its Airline division and management of privately offered Shorepoint income funds.

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® professional with 21 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. She has held positions at Capital Planning Advisors LLC, Wells Fargo Clearing, and Wells Fargo Bank, among others. In addition to her advisory work, she acts as a Senior Wealth Advisor for Capital Independent Insurance Services LLC, focusing on insurance sales. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with fiduciary-based portfolio management and financial planning, using a combination of proprietary and third-party investment solutions.

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.

Richard Baumann is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. 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 core-satellite and defined-outcome ETF approaches, and uses technology to manage held-away employer retirement accounts.

Michael Arthurs is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes four years at Waddell & Reed and ongoing roles with Capstone Financial Group and Ameritas entities since 2014. Arthurs is also active in insurance product sales for individuals and businesses through Capstone Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporations. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

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 with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Allworth Financial and its affiliate AW Securities since 2010. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, 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 retirement accounts.

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.