Jakob Hollingshaus is a financial advisor with Osaic Advisory Services, LLC and holds a Series 66 designation. He has one year of industry experience and has worked in various advisory and assistant roles, including at RAS Financial Services and Osaic Wealth Inc. Prior to his financial services career, he held educational positions at multiple schools and universities. Osaic Advisory Services, LLC serves a diverse clientele including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Scott Hanson is a CFP® with 35 years of experience in the financial industry. He has been with Allworth Financial, L.P. since 1993 and is also a partner in Maidu Redevelopment, LLC and Maidu Investments, where he is involved in radio communications, real estate, and insurance investments. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and education through various media. The firm uses a combination of quantitative and qualitative analysis to deliver customized investment strategies and manages a range of portfolios and private funds.

Paul Zanders is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, and holds eight years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for Delta Air Lines. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing a combination of quantitative and qualitative analysis to deliver customized investment strategies.

Christopher Jackson is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has worked at Allworth Financial since 2020 and is also a pilot for United Airlines, a role unrelated to his advisory duties. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs both quantitative and qualitative analysis through its Investment Committee to create customized portfolio allocations and offers a variety of model and specialist investment strategies.

Roger Ingwersen is a CFP® professional with 54 years of industry experience. He is currently with Allworth Financial, L.P., having joined in 2023. His prior roles include positions at PURSHE KAPLAN STERLING INVESTMENTS, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative analysis to implement customized investment strategies.

Jason Campbell is a financial advisor at Private Advisor Group, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Strategic Wealth Advisors Group, LPL Financial, USA Financial Securities, and Cornerstone Financial Group. In addition to his advisory work, he owns JEC Tax & Financial Services, Inc., which provides tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to implement a range of investment strategies.

Stephanie Sharp is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Transamerica Investors Securities Corporation and Sage Advisory Services, Ltd. Co. She has worked with Allworth Financial and its affiliated broker-dealer, AW Securities, since 2026. Allworth Financial serves individual and high-net-worth investors, retirement plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and variable annuity servicing. The firm uses a combination of quantitative and qualitative analysis to offer customized investment strategies across a range of asset classes and specialist portfolios, supported by technology-driven monitoring and rebalancing tools.

David Bastoni is a financial advisor at NewEdge Advisors with 32 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America Advisors, Allworth Financial, and NewEdge Securities. Bastoni volunteers as a committee chair for the Ducks Unlimited Folsom Chapter annual banquet and serves on the HOA board for a Sarasota, Florida community. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through independent adviser representatives. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures supported by centralized manager due diligence and technology tools.

Katherine Schraeder is a CFP® certificant with 20 years of experience in the financial services industry. She has worked at Allworth Financial, L.P. since 2020 and previously spent 14 years with RAA. She serves on the board of St. Mary’s School, advising on strategy and finances outside of business hours. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutional entities, providing financial planning, portfolio management, and retirement consulting. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and specialist portfolios.

Christian Bower is a financial advisor with Valic Financial Advisors, holding a Series 66 designation and seven years of industry experience. His career includes roles at Edward Jones, Persona, and Agia. Outside of finance, he is a musician and songwriter who records and releases music on platforms such as Spotify and Apple Music. 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-developed model portfolios and various overlay options.

Judi Gordon is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to joining Eagle Strategies, she was affiliated with NYLife Securities, LLC and New York Life Insurance Company. Outside of her advisory role, Gordon serves as a board member and treasurer for the Experimental Aircraft Association Hangtown Chapter 512 and works as a ground school flight instructor through Juliet Golf Aviation. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alexis Dunbar is a financial advisor at Allworth Financial, L.P. with two years of industry experience. She holds a Series 65 credential and has prior experience with Soesbe Financial and involvement in financial wellness programs at Sacramento State. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning services, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative analysis to deliver customized investment solutions.

John Kucserka is a financial advisor with NewEdge Advisors based in Folsom, CA, holding Series 63 and 65 licenses and 27 years of industry experience. His prior experience includes roles at Goss Advisors, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and FDx Advisors, Inc. Outside of advising, he organizes a volleyball tournament and is involved in fixed insurance sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, combining in-house and third-party strategies with a focus on centralized due diligence and technology-supported client solutions.

Tyler Collier is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and Principal Financial Group. Outside of his advisory role, he serves as a director for The Kurt Kitayama Foundation, a nonprofit organization that supports junior golfers through guidance on college recruitment and tournament planning. Allworth Financial serves a diverse client base, including individuals, institutions, and charitable organizations, providing wealth planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and manages several specialist portfolios and privately offered funds.

Robert Nienaber is a financial advisor with TLG Advisors, Inc. based in Sacramento, CA, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. His prior roles include positions at The Leaders Group Inc, Lion Street Advisors, and Kestra Financial Services. He is also CEO of Benefit RFP, a consulting business he has run since 2013, and he is an author. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering investment supervisory services and portfolio management through independent advisors and sub-advisors.

Lloyd Fillis is a financial advisor at Allworth Financial, L.P. with two years of industry experience. His prior work includes roles at Retirement Advisors of America, DTB CPAs, Career Path Service, and Clearwater Paper. Allworth Financial serves a diverse clientele, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and private fund management, employing a combination of quantitative and qualitative analysis to deliver customized investment strategies.

Kenyon Lederer is a CFP®, ChFC® with 34 years of industry experience. He is currently with CWM, LLC and has held positions at Carson Wealth, Pinnacle Wealth Management, Purshe Kaplan Sterling Investments, and Pinnacle Asset Management. Lederer is involved in fixed insurance sales and service as an insurance agent outside of his advisory role. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that manages model portfolios and tailored investment solutions.

Yamile Glenn is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior work includes roles at GWFS Equities, LPL Financial, CUNA Brokerage Services, SchoolsFirst Federal Credit Union, Unionbanc Investment Services, and MUFG Union Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Vincent Malinowski is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 13 years of industry experience. He holds a Series 65 credential and has worked at Allworth Financial since 2020, following eight years at Raa. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a mix of quantitative and qualitative analysis to implement customized investment strategies.

Timothy Vasdias is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has worked with Ameritas in various capacities since 2003 and has been an independent insurance agent selling fixed insurance products since 1992. 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 portfolio management options using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology integrations.