Yamile Glenn is a financial advisor at Empower Advisory Group with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Inc., LPL Financial, CUNA Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

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 licenses and bringing 33 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked with Ameritas Life Insurance Corp. and Ameritas Investment Corp. since 2003. In addition to his advisory role, he is a licensed independent insurance agent specializing in fixed insurance products and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios and third-party sub-advisers, with a notable emphasis on services for plan sponsors and participants.

Ryan Depew is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has been with Allworth Financial since 2020 and is concurrently affiliated with RAA. Ryan serves as a pilot in the U.S. Air Force. 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, discretionary and non-discretionary services, and specialized offerings, including a division focused on airline industry employees.

Robert Brennan is a financial advisor at Allworth Financial, L.P. with 40 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including LPL Financial and Cetera Advisor Networks, following a lengthy career in construction at Brennan Construction. Allworth Financial is a fee-based SEC-registered adviser serving a broad client base including high-net-worth individuals, qualified retirement plans, trusts, and charitable organizations. The firm offers customized portfolio management using diverse strategies and utilizes technology to manage held-away retirement accounts without client login information.

Kevin Wright is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 credential and 19 years of industry experience. His background includes roles at Next Peak Financial Group, Capstone Financial Group, and Ameritas Life Insurance Company. He is also the owner of Capstone Accountancy Inc., where he provides tax preparation and accounting services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm provides fee-based asset management, fiduciary advice, and retirement-plan consulting through a combination of model portfolios, third-party sub-advisers, and customized strategies.

Austin Niven is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm provides direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Jeff Mitchell is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at Afea, Jcg Investments, Crossroads Capital Management, Advisors Plus, and Monolith Financial Group, where he also serves as CEO. Outside of his advisory work, he is involved in educational coaching through Afea. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolios, discretionary asset management, financial planning, and plan services, supporting advisors with an internal Investment Consulting Group and programs licensing models to other RIAs.

Anthony Chee is a ChFC® credentialed advisor with Eagle Strategies (New York Life), based in Sacramento, CA. He has 25 years of experience in the financial services industry, including over two decades with New York Life Insurance Company. His background includes insurance brokering and selling non-registered products through various carrier appointments. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis.

David Dickson is a financial advisor at Commonwealth Financial Network with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Cambridge Investment Research Advisors and various insurance carriers. Outside of advising, he owns a baked goods business called Opa's Epoch Cookies and works as a tasting room associate at Willamette Wineworks. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a range of advisory programs and model portfolios while allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Elisabeth Boaz is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Three Bell Capital LLC and several other firms across the financial services and related industries. 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 using various model strategies and utilizes third-party sub-advisers, while also managing privately offered funds and maintaining affiliated broker-dealer and tax/accounting practices.

Steven Burnett is a CFP® with 33 years of experience in the financial services industry. He has been associated with Allworth Financial since 1996 and has also worked with Hanson McClain Strategic Advisors, Inc. and AW Securities. Outside of his advisory role, he performs general homeowner association duties for Auburn Valley HOA in Auburn, CA. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized approaches, and manages both discretionary and non-discretionary accounts using technology to access held-away employer retirement assets.

Tamara Lowenberg is a CFP® professional with 17 years of experience in financial advising. She has been with Creative Planning since 2013. Outside of her advisory role, she is involved in Adriatic Express LLC, a transportation business based in Utah. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, alongside supplemental investment approaches and comprehensive retirement plan services.

Matthew Pulsipher is a CFP® and ChFC® with 25 years of experience in financial advisory roles. He is currently with Allworth Financial, L.P., where he has worked since 2024. His prior experience includes positions at Arbor Point Advisors, Securities America, and Cetera Advisors. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—as well as 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 employer retirement accounts without client login credentials.

Li Moy is a financial advisor at Mariner with Series 65 and Series 66 credentials and one year of industry experience. Prior to joining Mariner, Moy worked at Mercer Advisors and held positions at Better Mortgage and UBS Financial Services. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides specialized services such as tax compliance, Core Family Office offerings, and employer financial wellness tools.

Mark Musallam is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2016. Outside of his advisory role, he is involved in musical performance activities including writing and recording music under the name TimeMaker Entertainment. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers various programs including fee-based hourly consultation and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

Justin Romo is a financial advisor with Brookstone Capital Management LLC in Sacramento, CA, holding a Series 65 license and five years of industry experience. Prior to joining Brookstone in 2021, he worked at Colliers International, where he prepared financial statements for commercial real estate owners. He also prepares taxes as an enrolled agent through a separate business activity. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Maria Fuentes is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Allworth Financial since 2020, as well as Raa since 2008. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios with a range of model strategies and employs third-party sub-advisers, offering both discretionary and non-discretionary asset management.

Anita Fong Chao is a CFP® professional with 19 years of industry experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth since 2012 and also spent a decade with Paragon Financial Services. Anita serves as a trustee for two family trusts based in Roseville, CA. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, technology, and compliance services. The firm offers a range of investment solutions including discretionary model portfolios and customized advisory programs.

David Johanson is a financial advisor at Allworth Financial, L.P. with 39 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes founding Johanson Financial Advisors and roles at Montage Tax, APW Capital, and Comprehensive Asset Management & Servicing. 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 both discretionary and non-discretionary approaches.