Robert Gentry is a CFA® charterholder and holds a Series 65 license with 28 years of experience in the financial industry. He is currently with Allworth Financial, L.P. and has maintained a long-term role at Stewart and Patten Co., LLC since 1997, where he also serves as a partner and trustee of several trusts. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, utilizing both quantitative and qualitative investment approaches.

Michael Ball is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth and Summit Wealth Advisors since 2015, following earlier roles at CreativeOne Securities, LLC and Sunset Financial Services, Inc. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Lisa Yost is a financial advisor with Independent Financial Group, LLC, holding 38 years of industry experience. She has operated Yost Financial Services since 1995 and was previously with Gibson Capital Management from 1993 to 2019. In addition to her advisory role, she acts as co-trustee and co-executor for the estate of Isabel Story, a client and family friend. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning, portfolio management using both firm and third-party models, and retirement plan services.

Adam Besana is a ChFC® credentialed financial advisor with five years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual Wealth Management Company and its related entities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Vaishnavi Rajagopalan is a financial advisor at Allworth Financial, L.P. with six years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at UBS Financial Services for seven years and Deals and Transformations LLC for one year. 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 a range of services such as financial and wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars.

Michael Mulvany is a financial advisor at PlanMember Securities Corporation with 30 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 2010. Outside of his advisor role, he operates M2 Financial Group as a sole proprietor, offering life, disability, and health insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Umang Patel is a financial advisor with Guardian Life and holds the ChFC® and Series 66 credentials, with 11 years of industry experience. He previously worked at Edward Jones and has been associated with Park Avenue Securities and Guardian Life Insurance Company at various times since 2016. Outside of his advisory role, he volunteers as a lead instructor for basic financial literacy workshops for middle and high school students. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

David Siegel is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and over 46 years of industry experience. His career includes roles at LPL Financial, Mariner Independent Advisor Network, and Strategic Wealth Advisors Group. Outside of his advisory work, he is the sole owner of West Point Advisors, Inc., which operates his advisory business as a DBA. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm utilizes fiduciary-based advisory models and various investment strategies, often implementing advice through third-party managers and technology platforms.

Jennifer Kachmar is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. Her prior experience includes roles at Mercer Global Advisors, Ameriprise Financial Services, Merrill, Fisher Investments, Edward Jones, and Fidelity. Schwab Wealth Advisory Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and research tools.

Douglas Balmain Jr. is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding 12 years of industry experience. He previously worked at RAA for seven years and has been a pilot for American Airlines since 1987. Outside of finance, he is a partner in a non-investment-related business. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, and institutions, offering financial planning, portfolio management, and retirement consulting. The firm employs a combination of quantitative and qualitative analysis to create customized investment strategies across various asset classes and also provides educational resources through newsletters, podcasts, and seminars.

Mitchell Fix is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with seven years of industry experience. He has been with Allworth Financial since 2020 and simultaneously works as a pilot for Delta Air Lines. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations by providing financial and wealth planning, portfolio management, qualified retirement plan consulting, and variable annuity sub-account servicing. The firm utilizes a combination of quantitative and qualitative analysis to offer customized investment strategies and manages both wrap and non-wrap programs.

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.