Karl Petersen is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 14 years of industry experience. He holds a Series 65 designation and has previous roles at RAA and Delta Air Lines, where he works as an airline pilot transporting people and cargo internationally. His work as a pilot does not interfere with his advisory responsibilities. 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, pure-index, and options-based models, and utilizes technology to manage held-away employer retirement accounts without client login credentials.

Paul Zanders is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 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 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 approaches such as Buffered Equity ETFs and options-based overlays, while utilizing third-party sub-advisers and technology to manage held-away employer retirement accounts.

Christopher Jackson is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. In addition to his advisory role since 2020, he has worked as a pilot for United Airlines since 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 management using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Roger Ingwersen is a CFP® professional with over 54 years of experience in financial advising. He is currently with Allworth Financial, L.P., where he has worked since 2023. His prior experience includes roles at Purshe Kaplan Sterling Investments, Inc. and The Harvest Group Wealth Management, LLC. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base that includes individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, utilizes third-party sub-advisers, and incorporates technology to manage held-away retirement accounts, with notable operations including an Airline division and management of privately offered income funds.

Jason Campbell is a financial advisor with Private Advisor Group, LLC in Sacramento, CA, holding Series 65 and Series 63 credentials and having 10 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, LLC, LPL Financial, LLC, USA Financial Securities, and Cornerstone Financial Group. Outside of his advisory work, he is the owner of 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, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing multiple investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Stephanie Sharp is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, and Sage Advisory Services, Ltd. Co. 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 variety of model strategies and employs third-party sub-advisers and technology solutions to manage held-away retirement accounts.

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 financial advisor at Allworth Financial, L.P. with 20 years of industry experience. She holds the CFP® designation and has worked at Allworth Financial since 2020, alongside her ongoing role at RAA since 2006. Schraeder serves as a board member for St. Mary's School, advising on strategy and finances outside of trading and business hours. 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 variety of model strategies and employs technology to manage held-away retirement accounts without client login credentials.

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 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 with NewEdge Advisors in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has held roles with Goss Advisors and Mid Atlantic Financial Management, Inc., and serves as a senior financial advisor and owner at Alder Creek Wealth Management. Outside of advisory work, he is involved in organizing local volleyball tournaments and sells fixed insurance solutions. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing in-house and third-party managers alongside technology tools and centralized due diligence.

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 CFP® and ChFC® with 34 years of industry experience. He is currently affiliated with CWM, LLC and has held roles at Pinnacle Wealth Management, Purshe Kaplan Sterling Investments, and Pinnacle Asset Management, among others. Lederer also serves as Vice President, Chief Compliance Officer, and Chief Investment Officer at Pinnacle Wealth Management. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, retirement-plan services, and sub-advisory access, managing accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee.

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 credentials and bringing 34 years of industry experience. He has worked with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2003, and has been with Ameritas Advisory Services since 2021. Vasdias is also licensed as an independent insurance agent specializing in fixed insurance products and annuities. 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 fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

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 nine years of industry experience. He has worked at Allworth Financial since 2020 and at RAA since 2017. In addition to his financial advisory roles, Ryan serves as a pilot in the U.S. Air Force. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various strategies, including model allocations and specialized approaches, and engages third-party sub-advisers as needed.