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 designation and bringing 20 years of industry experience. His career includes roles at Next Peak Financial Group, Capstone Financial Group, and Ameritas, as well as ownership of Capstone Accountancy Inc, where he provides tax preparation and accounting services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm provides a variety of managed account programs and integrates multiple custodial and execution platforms to support tailored investment solutions.

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.

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.

Jesse Corriea is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company for seven years. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers.

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.

Ciaran Mccullaugh is a financial advisor with Empower Advisory Group located in Rocklin, CA. He holds a Series 66 designation and has seven years of industry experience, with previous roles at Edward Jones, Fidelity Investments, Merrill Lynch, Aperio, and State Street. Outside of advisory work, he manages a real estate rental property in Sacramento. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Premier IRA and retail brokerage clients. The firm’s services integrate closely with Empower’s administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates in their financial planning.

John Guess is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 designations and possessing 10 years of industry experience. His prior roles include positions at Edward Jones and several other financial firms. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering a range of services including portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing technology platforms and combining various investment strategies often implemented through third-party managers and TAMPs.

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.

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.

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.