Tracy Lasecke is a CFP® with 14 years of industry experience, currently serving at Allworth Financial, L.P. since 2023. Prior to joining Allworth Financial, Lasecke worked for Silicon Valley Wealth Advisors, LLC for 23 years. 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-driven approaches, and offers both discretionary and non-discretionary asset management.

Lauren Williams is a CFP® with 18 years of industry experience, currently serving as a financial advisor at NewEdge Advisors since 2024. Prior to joining NewEdge, she worked for 10 years at Hanson McClain Securities and Hanson McClain Advisors. She is also a licensed life and health insurance agent in California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, using multiple program structures and centralized due diligence to support client and advisor needs.

Wade Gribaldo is a financial advisor with Independent Financial Group, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Independent Financial Group since 2009, after prior roles at Cetera Wealth Services, LLC and Pension Planners Securities, Inc. Outside of advising, he owns and operates tax preparation and accounting businesses, including Monson & Associates and Perfect Balance Tax Service. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using a combination of firm and third-party models, employing both passive and active investment strategies across diverse risk profiles.

James Smalling II is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding CFP® certification with 14 years of industry experience. He has been with Allworth Financial and its affiliated AW Securities since 2014. Outside of his advisory role, he serves as Treasurer for the Wildhawk Golf Course Player's Association Men's Club in Sacramento. 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 third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered funds.

Patrick McClain is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 63 designation and 36 years of industry experience. He has been associated with Allworth Financial since 1993 and has roles in related entities including Maidu Redevelopment, LLC and AW Securities. Outside of his advisory work, he is a partner in Maidu Redevelopment, LLC, which is involved in radio communications and insurance investments. 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 using core-satellite, pure-index, and specialized models and works with third-party sub-advisers while employing technology to manage held-away accounts.

Gary Grigsby is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CETERA Advisor Networks LLC and United Capital Financial Advisers, LLC. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a mix of model strategies and employs third-party sub-advisers as appropriate.

Beth Doehler is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. Her career includes roles at several organizations alongside her advisory work, including positions in health insurance, accounting, and real estate commission processing. She also serves as president of the Villa L'Auberge Owners Association and operates a tax preparation business serving individuals and small businesses. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, including proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jerod Yee is a financial advisor at Allworth Financial, L.P. based in Folsom, CA, holding a Series 66 designation with five years of industry experience. His work background includes roles at AW Securities, Allworth Financial, Equitable Advisors, and positions at the University of California Davis and its Department of Surgery. 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 investment strategies using model portfolios and third-party sub-advisers, and it operates specialized divisions and affiliated businesses that support a range of client needs.

Charles Ebersole is a CFP®, ChFC®, and Series 63-licensed advisor with 35 years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been employed at The Colony Group, LLC, HoyleCohen, and Foord, Van Bruggen & Pajak Financial Services. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Daniel Leahy is a CFP® with 21 years of industry experience currently serving as a financial advisor at Allworth Financial, L.P. He worked at Dynasty Advisor Group, LLC from 2014 to 2022 before joining Allworth Financial. 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 and combines discretionary and non-discretionary asset management with financial planning and retirement plan consulting.

Dane Abrigana is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and having two years of industry experience. His background includes roles in real estate sales at Better Homes and Gardens Real Estate and financial planning through his ownership of Thrive Financial Group, LLC. Prior to his advisory career, he worked for Intel Corporation for 28 years. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners.

Cole Buxton is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He holds a Series 65 designation and has been with Allworth Financial since 2020. He also has a long-standing affiliation with Raa dating back to 1998. 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 equity approaches, and utilizes technology to manage held-away retirement accounts.

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.