Andrew Bondar is a financial advisor with Eagle Strategies (New York Life) based in Sacramento, CA. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Bondar has been affiliated with New York Life Insurance Company and Nylife Securities since 1996 and operates Bondar & Associates Financial and Insurance Services. He is also a shareholder in NYLARC Holding Company, Inc. Eagle Strategies provides financial planning, investment management, and retirement plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ashley Garcia is a financial advisor with PNC Wealth Management in Roseville, CA, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Raymond James & Associates, LPL Financial, and BMO Bank NA. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessment to recommend portfolios managed by PNC or third-party strategists with emphasis on mutual funds and ETFs.

Kelly Kaneski is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA, holding the ChFC® designation and Series 63 and 66 licenses. She has 27 years of industry experience, including roles at Mahoney Financial Organization and New York Life, where she has been associated since 1998. Outside of her advisory work, Kaneski volunteers with the American River Parkway Foundation’s Summer Solstice committee, which focuses on fundraising to maintain local recreational trails. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Anthony Chiu is a financial advisor with Voya Financial Advisors, Inc. in Roseville, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Wells Fargo Advisors, LLC, Scottrade Investment Management, and U.S. Bancorp Advisors, LLC. Voya Financial Advisors, Inc. is an enterprise-scale firm serving individuals, pension plans, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm utilizes investment policy statements, model allocations, and technology-driven tools to deliver both discretionary and non-discretionary asset management.

Brian Linde is a financial advisor with United Planners' Financial Services of America and holds a Series 66 credential. He has 25 years of industry experience, including roles at LPL Financial and his own practice. In addition to advisory work, he is involved in insurance services through Solstice Insurance Services, focusing on property and casualty policies as well as fixed annuities and health-related insurance products. United Planners Financial Services is a national wealth-management firm that serves a diverse client base including individual investors, retirement plans, corporations, and trusts. The firm offers advisory and brokerage services through a network of independent representatives and employs a primarily non-discretionary investment approach.

David Agee is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA. He holds Series 63 and Series 65 licenses and has 25 years of experience in the industry. His career includes roles at New York Life since 2001, and he owns Brent Agee Financial and Insurance Services as well as Harborpoint Financial & Insurance Services. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Elizabeth Dahlberg is a CFP® professional at Mercer Global Advisors Inc. with experience beginning in 2021. Prior to rejoining Mercer, she worked with a military family stationed abroad and at California Retina Consultants. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios implemented through a variety of strategies and platforms.

Dana Vega is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Advisors. Dana has been with D.A. Davidson & Co. since 2021. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Roberto Hernandez is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience and a background that includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Hernandez volunteers as a basketball coach, serves as a commissioner on the Economic Development Commission in Vallejo, and is an author of a faith-based motivational book. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Giordano is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has worked at Allworth Financial and its affiliated broker-dealer, AW Securities, since 2021, following prior roles at Strategic Wealth Advisors Group, LPL Financial, and Wells Fargo Investments. Giordano serves on the board of the Enzo Giordano Foundation, a nonprofit organization focused on charitable giving. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining quantitative and qualitative analysis to implement customized investment strategies across a range of asset classes and specialized portfolios.

Ivan Mercer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with both firms since 2015. Mercer serves on the Board of Directors for the Whitney Ranch Community Association in Rocklin, CA. 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, nonprofits, and businesses. The firm offers a range of financial planning and consulting services, utilizing a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Richard Gross is a CFP® and holds a Series 65 license, with 19 years of industry experience. He has worked at Allworth Financial since 2021 and has prior experience at Shone Asset Management, Bluesky Wealth Advisors, and Pleasanton Financial Advisors. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial and wealth planning, portfolio management, retirement plan consulting, and operates private funds, combining quantitative and qualitative analysis to offer customized investment solutions across various asset classes.

Daniel Gromatzky is a financial advisor at Allworth Financial, L.P. with 19 years of industry experience. He holds a Series 65 license and has worked at Allworth Financial since 2020, following 13 years at RAA. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides financial planning, portfolio management, qualified retirement plan consulting, and manages privately offered funds, employing both quantitative and qualitative investment approaches.

Eric Henry is a CFP® and Series 66-licensed financial advisor with 24 years of industry experience. He is based in Folsom, CA, and has been with Allworth Financial and its affiliated AW Securities since 2007 and 2008, respectively. Prior to that, he held positions at Ameritas Investment Company 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 uses both quantitative and qualitative analysis through an Investment Committee to deliver customized portfolio strategies across a range of asset classes and offers services including financial planning, discretionary management, and qualified retirement plan consulting.

Tracy Lasecke is a CFP® with 14 years of industry experience, currently serving at Allworth Financial, L.P. since 2023. Prior to joining Allworth, Tracy spent 23 years at Silicon Valley Wealth Advisors, LLC. 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 comprehensive financial and wealth planning, portfolio management, retirement plan consulting, and education through various media, employing a combination of quantitative and qualitative analysis to deliver customized investment strategies.

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 CFP® professional with 14 years of industry experience, currently serving at Allworth Financial, L.P. since 2014. His prior roles include positions at Pathway Strategic Advisors and Principal Financial Services. He is also the treasurer of the Wildhawk Golf Course Player's Association Men's Club in Sacramento, CA. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations with services including wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs both quantitative and qualitative analysis through an Investment Committee to create customized investment strategies across a variety of asset classes and specialized portfolios.

Patrick McClain is a financial advisor at Allworth Financial, L.P. with 36 years of industry experience. He holds a Series 63 designation and has worked at Allworth Financial since 1993. Outside of his advisory role, he is a partner in Maidu Redevelopment, LLC, involved in radio communications, real estate, and insurance investments. Allworth Financial serves individual and institutional clients, offering financial planning, portfolio management, retirement consulting, and variable annuity servicing. The firm employs both quantitative and qualitative analysis to create customized investment strategies and manages specialized portfolios alongside model strategies.

Gary Grigsby is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Valic Financial Advisors and Cetera Advisor Networks, among others. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing wealth planning, portfolio management, retirement plan consulting, and educational resources. The firm uses both quantitative and qualitative analysis through an Investment Committee to deliver customized investment strategies across various asset classes and manages distinctive model and specialist portfolios.