Corey Frank is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the CFP® and Series 66 designations and has previously worked at Charles Schwab and Co., Inc., TD Ameritrade, BB&T Investment Services, and ABEL Financial Management Co. Allworth Financial serves individual and high-net-worth investors, as well as institutional clients, providing financial planning, portfolio management, retirement plan consulting, and education through newsletters, podcasts, and seminars. The firm employs a combined quantitative and qualitative investment approach, offering a variety of model strategies and specialist portfolios.

Danny Fong is a financial advisor with Principal Financial Services in Sacramento, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Principal Life Insurance Company since 2015 and has been associated with Princor Financial Services Corporation since 2001. Outside of investment advising, he is involved in selling long-term care and fixed life insurance products through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under different advisory and promoter arrangements.

Ron Brown Jr. is a financial advisor at Private Advisor Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Strategic Wealth Advisors Group. Outside of his advisory work, Brown is a commercial pilot and co-owner of a private jet, and he also teaches flying. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies, third-party managers, and proprietary technology platforms.

Richard Baumann is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement consulting through a combination of quantitative and qualitative investment analysis.

Sean Kelleher is a CFP® with eight years of industry experience and is currently with Empower Advisory Group. His prior roles include positions at Towerpoint Wealth, Cetera Advisors LLC, and CalPERS. He is also a licensed insurance agent. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage clients. The firm utilizes an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans alongside optional managed account solutions.

Michael Arthurs is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has concurrent roles with Capstone Financial Group and Ameritas Investment and Life Insurance Corporations since 2014. Prior to this, he was with Waddell & Reed from 2002 to 2006. Arthurs is also licensed to sell insurance products, including life, disability, long-term care, and health insurance, through Capstone Financial Group. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable entities, and businesses. The firm utilizes a range of investment options and program platforms to construct portfolios tailored to client needs, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Tosh Matteis is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Agia and Princor Financial Services Corporation. Outside of his advisory work, Matteis serves as a junior varsity volleyball coach for the Roseville Joint Union High School District. Valic Financial Advisors primarily serves U.S.-domiciled 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, using Envestnet-developed UMA models for portfolio construction and management.

Laurie Hadley is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has been with Allworth Financial and its affiliated broker-dealer AW Securities since 2010. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, employing both quantitative and qualitative analysis to create customized investment strategies.

Robert Jenkins is a financial advisor at Principal Financial Services with 12 years of industry experience. He holds a Series 66 designation and has worked at Principal Securities Inc and Principal Life Insurance Company since 2019. Jenkins is also vice president of the Placer Alumni Chapter of the Sacramento State Alumni Association. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Yang is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Silicon Valley Wealth Advisors, LLC for 19 years before joining Allworth Financial, L.P. in 2023. Outside of his advisory role, Yang works as an usher at Mountain Winery concerts during the summer months. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services using a combination of quantitative and qualitative analysis to create customized investment strategies.

Jack Zboralske is a financial advisor with CWM, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Carson Wealth, Pinnacle Wealth Management, and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as a non-paid civilian board member for Sacramento Valley Crime Stoppers, an organization supporting local law enforcement through an anonymous tip line. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion across a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee-driven approach and a variety of tailored solutions including custom indexing and access to alternative investments.

John Kehoe is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His prior roles include long tenure at Sei Investments Company and more recent positions at Capstone Financial Group and New Frontier Advisors. He is also involved with Capstone Financial Group as an insurance services agent focusing on recruiting and onboarding representatives. 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 utilizes a range of portfolio-building strategies incorporating model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and affiliated entities offering expanded investment options.

Stanley Guillory is a financial advisor at Allworth Financial, L.P. in Sacramento, California, with nine years of industry experience. He previously worked at RAA for three years and has been a pilot for Southwest Airlines since 1995. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, and institutions, providing financial planning, portfolio management, and retirement consulting. The firm employs both quantitative and qualitative analysis to create customized investment allocations and offers a range of model and specialist portfolios.

Shweta Nand Agarwal is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Sanctuary Advisors, LLC. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. She is also associated with Alympia Associates LP, where she has been involved since 2002. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisors who develop their own investment strategies and offers diverse portfolio management solutions through various platforms.

Marina Armbruster is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. She holds a Series 63 designation and has worked previously at Securities America Advisors and Securities America, Inc. Armbruster also owns and operates School Benefit Services, Inc., where she provides financial advisory services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education, support services, and personalized retirement planning to its clients.

Scott Machen is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 17 years of industry experience. He has been with Independent Financial Group since 2009. Outside of his advisory role, he is a licensed California insurance agent and manages a tax-related business entity, Scott Machen, LLC. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both proprietary and third-party models for portfolio management, combining active and passive investment strategies across various risk profiles.

William Blanchette is a CFP® with 20 years of industry experience, currently serving at Focus Advisor Solutions, LLC. His prior work includes roles at Buckingham Strategic Partners, Foreside Financial Services, Loring Ward Financial Inc., Loring Ward Holdings, Inc., and Fidelity Brokerage Services LLC. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, including model portfolios, operational support, and fixed-income sub-advisory services. The firm manages diversified, systematically invested mutual fund and ETF portfolios and offers discretionary fixed-income management and retirement plan fiduciary services.

Alexis Devorss is a financial advisor with Principal Financial Services in Folsom, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Principal Securities since 2016 and at Westcorp Financial & Insurance Services since 2008. Her outside business activities include managing operations and sales for group insurance and group benefits at Westcorp Financial Services. Principal Securities provides brokerage and investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Jakub Cech is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Commonwealth Financial Network, Confluence Financial Planning LLC, Bank of America, and Merrill. Prior to his advisory roles, he was involved with Tennis Development LLC, indicating experience outside traditional financial services. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm offers customized discretionary portfolios supported by an internal investment committee and integrates tax and accounting services alongside traditional portfolio management.

Judith McDaniel is a financial advisor at Allworth Financial, L.P. with 46 years of industry experience. She holds the ChFC® and Series 63 credentials and has worked with firms including AW Securities, Cetera Advisor Networks LLC, and Commonwealth Financial Network. Outside of advising, she serves as a child advocate with Douglas County CASA Inc. and is an investment committee member for the National Association of Insurance & Financial Advisors (NAIFA). Allworth Financial serves individual and high-net-worth clients, pension plans, trusts, corporations, and charitable organizations by offering financial and wealth planning, portfolio management, retirement plan consulting, and educational resources. The firm combines quantitative and qualitative analysis to create customized investment strategies and manages both wrap and non-wrap programs across a variety of asset classes.