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 the Series 63 and Series 65 designations and has previously worked with Northwestern Mutual and Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning, consulting, and access to proprietary and third-party investment solutions.

Elisabeth Boaz is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Three Bell Capital LLC and Packard Financial. Allworth Financial serves 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 other services, using a mix of quantitative and qualitative analysis to implement customized investment strategies.

Steven Burnett is a CFP® with 33 years of industry experience, currently serving at Allworth Financial, L.P. in Folsom, CA. He has worked at Allworth Financial since 1996 and has concurrent experience with Hanson McClain Strategic Advisors, Inc. and AW Securities. Outside of his advisory roles, he participates in community activities through general duties with the Auburn Valley Homeowners Association. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis through an Investment Committee to offer customized portfolio management and financial planning services, including model and specialist portfolios, and supports clients with educational resources.

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.

John Neeley is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding the CFP® and ChFC® designations with nine years of industry experience. His prior experience includes roles at Nationwide Securities LLC, Cambridge Investment Research, Inc., and Lane Florence, LLC. Allworth Financial serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs both quantitative and qualitative analysis to offer customized investment strategies, portfolio management, and financial planning services.

Matthew Pulsipher is a financial advisor at Allworth Financial, L.P. with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Arbor Point Advisors, Securities America, and Cetera Advisors LLC. Allworth Financial serves a diverse client base, offering financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm utilizes a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and manages both wrap and non-wrap programs.

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. with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at RAA Wealth Management, LLC and Retirement Advisors of America. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, and retirement plan consulting. The firm uses a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and employs technology to support comprehensive wealth 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 CFP®-designated financial advisor with 39 years of industry experience. He currently works at Allworth Financial, L.P. and AW Securities, having previously held roles at Johanson Financial Advisors, Montage Tax, APW Capital, Inc., Comprehensive Asset Management & Servicing, Inc., Wealth Design, LLC, and LPL Financial. Outside of his advisory work, he has served as president of a term life insurance service. 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 provides financial and wealth planning, portfolio management, retirement plan consulting, and operates private funds, utilizing a combination of quantitative and qualitative analysis to create customized investment strategies.

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.