Steven Rau is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including long tenures at LPL Financial and Strategic Wealth Advisors Group. Rau is licensed as a life and health insurance agent in California. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model with access to proprietary and third-party managed account solutions and employs various investment strategies through multiple technology platforms.

Malik Robinson is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has held roles at several firms including Nationwide Investment Services Corporation, Morgan Stanley, and Edward Jones. Voya Financial Advisors, Inc. operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services such as financial planning, portfolio management, and retirement-plan advisory, utilizing a combination of in-house and external strategies alongside technology-enabled tools.

Arturo Campos is a ChFC® and Series 63 credentialed advisor with 42 years of industry experience. He is currently affiliated with SPC and has held roles at Parkland Securities, Jackson National Life, and Pan American Life. Campos also operates CCC Insurance Solutions, focusing on the sale of various insurance products. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers and manages approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability with both discretionary and nondiscretionary management options.

Bryan Wertzer is a financial advisor with Independent Financial Group, LLC in Sacramento, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Independent Financial Group since 2009 and previously held positions at Pension Planners Securities, Inc. and Cetera Wealth Services, LLC. Wertzer is also a 50% owner of Sutley Wertzer, Inc., a marketing DBA related to his advisory work. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a combination of firm- and third-party investment models and provides financial planning and portfolio management across multiple platforms.

David Else is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Titus Wealth Management and LPL Financial. He provides investment advisory services through Wealth Enhancement Advisory Services, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Joseph Manzo is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. His career includes roles at Meridian Wealth Management and Insurance Services since 2021 and a decade of work with Principal Life Insurance and Principal Securities. Manzo also owns Manzo Financial, a sole proprietorship for managing business expenses unrelated to investment advisory services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager programs through various adviser and promoter arrangements.

Aaron Ivey is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pruco Securities LLC. He is currently based in Roseville, California. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed account and wrap programs, and retirement-plan advisory services, utilizing both in-house and external strategists alongside technology-enabled tools.

Lynzie Wolters is a ChFC® credentialed financial advisor with 13 years of industry experience, currently with Eagle Strategies (NY Life). She has worked at Eagle Strategies since 2020 and has held roles at Capital Edge Insurance & Financial Services, NYLIFE Securities, LLC, and New York Life Insurance Company since 2013. Outside of her advisory work, she volunteers with several nonprofit organizations supporting law enforcement, firefighters, and their families. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Brad Heaps is a CFP® professional with 19 years of industry experience. He is currently with Farther and previously worked at Charles Schwab and Charles Schwab Bank for 19 years. He holds the Series 66 designation. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs an investment approach based on Modern Portfolio Theory, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, and primarily allocates among ETFs, mutual funds, equities, and fixed income.

Ryan Heidrich is a financial advisor with Principal Financial Services, holding a Series 66 designation and 16 years of industry experience. He previously worked at Waddell & Reed for seven years before joining Principal Financial Services in 2016. Outside of advising, Heidrich is involved with Lionheart Enterprises, a business that imports goods to sell at county fairs and trade shows. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various adviser and promoter arrangements.

William Stevens is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation and 23 years of industry experience. He previously worked at RAA for 12 years before joining Allworth Financial in 2020. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, providing financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm uses a combination of quantitative and qualitative analysis to deliver customized investment strategies and operates various specialized portfolios and private funds.

Allison Scoggin is a CFP® professional with 13 years of industry experience. She currently works at Allworth Financial, L.P. and AW Securities, having joined both firms in 2024. Her prior roles include positions at Arbor Point Advisors, Securities America Advisors, Inc., Securities America, Inc., and KMS Financial Services, Inc. Allison holds an insurance agent role distinct from her advisory work, receiving trails from policies written under Tridea. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, and education through various media, using a combination of quantitative and qualitative analyses to implement customized investment strategies.

James Dillon is a Certified Financial Planner® with 19 years of industry experience, currently serving as an advisor at Independent Financial Group, LLC since 2016. He is also a board member and CFO of Montessori Manor, Inc., a preschool and kindergarten, where he has been involved since 1992. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers customized financial planning and portfolio management through multiple platforms, combining strategic asset allocation with both passive and active investment strategies.

Scarlett Leiva is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 27 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various private banking and wealth management segments. The firm employs multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs and offers a wide range of advisory, execution, and custody services.

James Ferguson is a financial advisor at VALIC Financial Advisors with 13 years of industry experience. He holds a Series 66 designation and has been with VALIC since 2015. In addition to his advisory role, he is an agent for non-securities insurance products at Agia. 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, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Raquel Salas Bramasco is a CFP® professional with over 10 years of experience in financial advisory. She has been with First Command Advisory Services since 2015. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs supported by a centralized Investment Management Team and Wealth Portfolio Managers who select and manage model portfolios using preapproved mutual funds, ETFs, and third-party managers.

Michael Demko is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 63 designation and 26 years of industry experience. Prior to joining Allworth Financial in 2019, he worked at Siena Wealth Management, Inc. for 12 years and LWI Financial, Inc. for 27 years. He is the owner of Demko & Associates, Inc., a company formed in 2011 that evolved from a tax preparation practice he managed until 2013. Allworth Financial serves individual and high-net-worth investors, as well as pension plans, trusts, corporations, and charitable organizations, providing financial planning, portfolio management, and retirement plan consulting. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies and offers a range of specialist portfolios and educational resources.

Peter Abi Nader is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2022. He previously worked at Pennington Financial Group for six years and Edward Jones for seven years. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm employs a combination of quantitative and qualitative analysis to deliver customized investment strategies and offers a broad range of financial planning and portfolio management services.

Grant Mathews is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has previously worked at Northwestern Mutual, The Thakar Group, Bayside Church, and In N' Out Burger. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside various planning, consulting, and educational services.

Chien Yeh is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. He holds a Series 66 designation and has 21 years of industry experience. Yeh has worked with Eagle Strategies and affiliated entities since 2011 and is a partner at Caduceus Financial & Insurance Services, where he brokers insurance and sells financial products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis, with a focus on advisory services linked to insurance and annuity products.