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.

Derek Toren is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding two years of industry experience. He is also the owner of multiple CPA firms, including DeShazer, Toren & Braden CPAs PLLC, where he provides tax preparation, tax planning, business advisory, and estate planning services. His background includes roles at Retirement Advisors of America and BHF RG Capital Inc. 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 portfolio management using a range of model strategies and leverages technology to manage held-away employer retirement accounts.

Alexis Dunbar is a Series 65-registered financial advisor at Allworth Financial, L.P. in Folsom, CA, with two years of industry experience. Prior to joining Allworth Financial, Alexis worked at Soesbe Financial and was involved in financial wellness education at Sacramento State. 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 retirement accounts, with a notable focus on airline industry employees and private real estate and credit investments.

John Kucserka is a financial advisor at NewEdge Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goss Advisors, Mid Atlantic Financial Management, and Mid Atlantic Capital Corporation. Outside of advising, he organizes a local volleyball tournament in Folsom, CA. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.

Tyler Collier is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors and Principal Financial Group. Outside of his advisory role, Collier serves as a director of The Kurt Kitayama Foundation, a golf foundation that supports junior golfers in college recruitment and tournament preparation. 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 portfolios using a blend of model strategies and third-party sub-advisers, and it manages specialized offerings including defined-outcome ETFs and options-based overlays.

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 history includes roles at Retirement Advisors of America, DTB CPAs, Career Path Service, and Clearwater Paper. 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 also manages privately offered funds, with notable operations including an Airline division and affiliated businesses in brokerage and tax/accounting services.

Kenyon Lederer is a financial advisor with CWM, LLC, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has previously worked at Carson Wealth, Purshe Kaplan Sterling Investments, and Pinnacle Wealth Management, where he also serves as Vice President and Chief Compliance Officer. In addition to his advisory roles, Lederer is involved in the fixed insurance business and acts as an insurance agent specializing in fixed life insurance and annuity contracts. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customizable tools, offering a variety of services including retirement plan management and sub-advisory solutions.

Yamile Glenn is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Inc., LPL Financial, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Vincent Malinowski is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 13 years of industry experience. He has been with Allworth Financial since 2020. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies combining model approaches and third-party sub-advisers, along with comprehensive financial planning and specialized asset management services.

Timothy Vasdias is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2003. In addition to his advisory role, he is a licensed independent insurance agent specializing in fixed insurance products and annuities. 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 utilizes model portfolios and third-party sub-advisers, with a notable emphasis on services for plan sponsors and participants.

Gene Williams Jr. is a financial advisor with Centaurus Financial, Inc. in Rocklin, CA, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He previously worked at Questar Asset Management and Questar Capital Corporation from 2013 to 2019. Gene also operates Granite Bay Financial Strategy, a non-investment related business for branding purposes. 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 advisory services, utilizing a mix of fundamental, technical, bottom-up, and top-down analyses.

Ryan Depew is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has been with Allworth Financial since 2020 and is concurrently affiliated with RAA. Ryan serves as a pilot in the U.S. Air Force. 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, discretionary and non-discretionary services, and specialized offerings, including a division focused on airline industry employees.

Robert Brennan is a financial advisor at Allworth Financial, L.P. with 40 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including LPL Financial and Cetera Advisor Networks, following a lengthy career in construction at Brennan Construction. Allworth Financial is a fee-based SEC-registered adviser serving a broad client base including high-net-worth individuals, qualified retirement plans, trusts, and charitable organizations. The firm offers customized portfolio management using diverse strategies and utilizes technology to manage held-away retirement accounts without client login information.

Kevin Wright is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His background includes roles at Next Peak Financial Group, Capstone Financial Group, and Ameritas Life Insurance Company. He is also the owner of Capstone Accountancy Inc., where he provides tax preparation and accounting services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, fiduciary advice, and retirement-plan consulting through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Austin Niven is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Jeff Mitchell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at Afea, Jcg Investments, Crossroads Capital Management, Advisors Plus, and Monolith Financial Group, where he also serves as CEO. Outside of his advisory work, he is involved in educational coaching through Afea. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolios, discretionary asset management, financial planning, and plan services, supporting advisors with an internal Investment Consulting Group and programs licensing models to other RIAs.

Cameron Reid is a financial advisor at Private Advisor Group, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones and LPL Financial. Reid is involved in several business entities outside of his advisory role, including CMR Financial, Inc., a business focused on tax and investment purposes. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers, turnkey asset management platforms, and a firm-managed WealthSuite separately managed account program.

David Dickson is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Cambridge Investment Research Advisors and various insurance carriers. Outside of advising, he owns a baked goods business called Opa's Epoch Cookies and works as a tasting room associate at Willamette Wineworks. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios while allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.