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.

Alexandre Lilles is a CFA® charterholder with 22 years of industry experience. He is currently with Allworth Financial, L.P., and has worked with Stewart And Patten Co., LLC for over a decade. 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 overlays, and utilizes technology to manage held-away retirement accounts.

Preet Pragnesh Shah is a financial advisor at Allworth Financial, L.P., holding a Series 65 credential and bringing one year of industry experience. Prior to joining Allworth Financial, he worked at Johanson Financial Advisors and has held roles in accounting and education. 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 utilizing various model strategies and employs technology to manage held-away employer retirement accounts.

Antonio Scaletti is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wetherby Asset Management and Roof, Eidam & Maycock. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques.

Jordan Tyler is a financial advisor at Allworth Financial, L.P. in Folsom, CA, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and the Del Monte Group, among other roles across various sectors. 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 employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Corey Frank is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has held prior roles at Charles Schwab and Co., Inc. and TD Ameritrade. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies and utilizes technology to manage held-away retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Danny Fong is a financial advisor with Principal Financial Services in Sacramento, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Principal Life Insurance Company since 2015 and has been associated with Princor Financial Services Corporation since 2001. Outside of investment advising, he is involved in selling long-term care and fixed life insurance products through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under different advisory and promoter arrangements.