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 financial advisor at Allworth Financial, L.P. with two years of industry experience. She holds a Series 65 credential and has prior experience with Soesbe Financial and involvement in financial wellness programs at Sacramento State. 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 comprehensive financial and wealth planning services, portfolio management, retirement plan consulting, and educational resources, utilizing both quantitative and qualitative analysis to deliver customized investment solutions.

John Kucserka is a financial advisor with NewEdge Advisors based in Folsom, CA, holding Series 63 and 65 licenses and 27 years of industry experience. His prior experience includes roles at Goss Advisors, Mid Atlantic Capital Corporation, Mid Atlantic Financial Management, Inc., and FDx Advisors, Inc. Outside of advising, he organizes a volleyball tournament and is involved in fixed insurance sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a variety of portfolio management and consulting services, combining in-house and third-party strategies with a focus on centralized due diligence and technology-supported client solutions.

Tyler Collier is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services Advisors and Principal Financial Group. Outside of his advisory role, he serves as a director for The Kurt Kitayama Foundation, a nonprofit organization that supports junior golfers through guidance on college recruitment and tournament planning. Allworth Financial serves a diverse client base, including individuals, institutions, and charitable organizations, providing wealth planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies across various asset classes and manages several specialist portfolios and privately offered funds.

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 includes roles at Retirement Advisors of America, DTB CPAs, Career Path Service, and Clearwater Paper. Allworth Financial serves a diverse clientele, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and private fund management, employing a combination of quantitative and qualitative analysis to deliver customized investment strategies.

Kenyon Lederer is a CFP®, ChFC® with 34 years of industry experience. He is currently with CWM, LLC and has held positions at Carson Wealth, Pinnacle Wealth Management, Purshe Kaplan Sterling Investments, and Pinnacle Asset Management. Lederer is involved in fixed insurance sales and service as an insurance agent outside of his advisory role. CWM, LLC is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that manages model portfolios and tailored investment solutions.

Yamile Glenn is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior work includes roles at GWFS Equities, LPL Financial, CUNA Brokerage Services, SchoolsFirst Federal Credit Union, Unionbanc Investment Services, and MUFG Union Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Vincent Malinowski is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 13 years of industry experience. He holds a Series 65 credential and has worked at Allworth Financial since 2020, following eight years at Raa. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds, utilizing a mix of quantitative and qualitative analysis to implement customized investment strategies.

Timothy Vasdias is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and over 34 years of industry experience. He has worked with Ameritas in various capacities since 2003 and has been an independent insurance agent selling fixed insurance products since 1992. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options using model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technology integrations.

Duc Nguyen is a financial advisor at Allworth Financial, L.P. with 24 years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Allworth Financial and its affiliated broker-dealer, AW Securities, he worked at CIBC Private Wealth and Raymond James Investment Management. 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 employs a combination of quantitative and qualitative analysis to deliver customized investment strategies across multiple asset classes and offers various portfolio models and specialist services.

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 previously worked at RAA and has served in the U.S. Air Force for over 20 years, where he is also a pilot. Allworth Financial serves individual and high-net-worth clients, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education through various channels, using both quantitative and qualitative analysis to implement customized investment strategies.

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 LPL Financial and Cetera Advisor Networks, as well as leading Brennan Construction for over three decades. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, and retirement plan consulting, using both quantitative and qualitative analysis to create customized investment strategies.

Kevin Wright is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Capstone Financial Group and Capstone Accountancy Inc for over a decade, where he also provides accounting and tax preparation services as an owner. Ameritas Advisory Services offers investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses, utilizing various portfolio management strategies and multiple program platforms.

Austin Niven is a financial advisor at Principal Financial Services with one year of industry experience. He holds a Series 66 designation. His prior work includes roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel outside the United States. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Cameron Reid is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Private Advisor Group, LLC. His work history includes roles at Edward Jones and LPL Financial. Outside of his advisory role, he is involved with CMR Financial, Inc., a business entity established for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and a range of investment strategies often implemented through third-party managers.

David Dickson is a financial advisor at Commonwealth Financial Network with 33 years of industry experience. He has worked at Leslie Roper Day & Associates since 2024 and spent 19 years at Cambridge Investment Research Advisors prior to that. Outside of his advisory work, he owns Opa's Epoch Cookies, a business selling baked goods, and has worked as a tasting room associate at Willamette Wineworks. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 advisors and their individual and institutional clients nationwide. The firm offers a broad platform of managed-account programs, access to third-party asset managers, and comprehensive back-office services.