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.

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.

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 at Voya Financial Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Wells Fargo Advisors, Scottrade Investment Management, and U.S. Bancorp Advisors. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of services including financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice mainly through non-discretionary, recommendation-based programs.

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 at Allworth Financial, L.P. with 35 years of industry experience. He has held roles at Allworth Financial and AW Securities since 2021, and previously worked at Strategic Wealth Advisors Group and LPL Financial. Giordano is involved with the Enzo Giordano Foundation, a nonprofit for charitable giving. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and specialized ETF approaches, and works with third-party sub-advisers to manage assets.

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 at both Guardian Life Insurance Company and Park Avenue Securities since 2015. Mercer serves on the board of directors for the Whitney Ranch Community Association. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to model portfolios and digital advisory solutions.

Richard Gross is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2021. He has also worked with Shone Asset Management, LLC and BlueSky Wealth Advisors, LLC. Gross holds the Series 65 designation and is based in Folsom, CA. 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 utilizes both discretionary and non-discretionary engagements, supported by technology to manage held-away employer retirement accounts.

Eric Henry is a CFP® and Series 66-registered financial advisor with Allworth Financial, L.P. in Folsom, CA, bringing 24 years of industry experience. He has worked with AW Securities and Allworth Financial since 2007 and 2008, respectively. 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 combining model strategies and specialized approaches, including defined-outcome ETFs and options overlays, and is notable for its ownership structure and specialized industry divisions.

Tracy Lasecke is a CFP® with 14 years of industry experience, currently serving at Allworth Financial, L.P. since 2023. Prior to joining Allworth Financial, Lasecke worked for Silicon Valley Wealth Advisors, LLC for 23 years. 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-driven approaches, and offers both discretionary and non-discretionary asset management.

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.