Ron Brown Jr. is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has a long tenure with LPL Financial since 2004 and has also been associated with Strategic Wealth Advisors Group. Outside of his advisory work, he is a commercial pilot who flies airplanes and teaches flying. Private Advisor Group serves a diverse client base including individuals, trusts, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports multiple investment approaches and trading strategies, with a network of investment adviser representatives tailoring solutions to client needs.

Richard Baumann is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. 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 strategies, including core-satellite and defined-outcome ETF approaches, and uses technology to manage held-away employer retirement accounts.

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 23 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also maintains affiliations with Capstone Financial Group and Ameritas Investment Corp. Outside of his advisory work, he is involved in insurance product sales for individuals and businesses through Capstone Financial Group. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

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 at Allworth Financial, L.P. in Folsom, CA, with 26 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Allworth Financial and AW Securities since 2010. 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 a variety of model strategies and employs both discretionary and non-discretionary asset management, utilizing technology to manage held-away employer retirement accounts without obtaining client login credentials.

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® professional with 14 years of industry experience, currently with Allworth Financial, L.P. He previously worked for Silicon Valley Wealth Advisors, LLC for 19 years. Outside of his advisory role, he works as an usher for Mountain Winery concerts during the May to October season. 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 strategies including model allocations and specialized offerings, using both discretionary and non-discretionary management approaches.

Jack Zboralske is a financial advisor at CWM, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments and Pinnacle Asset Management. Outside of his advisory roles, he serves as a non-paid civilian board member for Sacramento Valley Crime Stoppers, supporting local law enforcement through anonymous tip services and fundraising. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages discretionary accounts using model portfolios overseen by an Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

John Kehoe is a financial advisor with Ameritas Advisory Services, LLC, holding Series 65 and Series 63 designations and 28 years of industry experience. His prior work includes roles at SEI Investments Company from 2001 to 2019 and multiple firms since then. He is also involved with Capstone Financial Group, where he assists in recruiting and onboarding representatives. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary programs utilizing in-house and third-party portfolios, with an integrated approach that includes affiliations with broker-dealer and investment adviser affiliates.

Stanley Guillory is a financial advisor with Allworth Financial, L.P. He holds eight years of industry experience and has been with Allworth Financial since 2020. Prior to this, he has worked with RAA since 2017 and has been employed by Southwest Airlines since 1995 as a pilot, a role he manages alongside his advisory duties. 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 strategies that include core-satellite, pure-index, and specialized approaches, and utilizes third-party sub-advisers and technology to manage held-away employer retirement accounts without client login credentials.

Shweta Nand Agarwal is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sanctuary Advisors, LLC. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley. She has been involved with Alympia Associates Lp since 2002. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of independent advisors and sub-advisors to implement diverse strategies.

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 the managing owner of Scott Machen, LLC, a pass-through entity for tax purposes. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

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® designation and Series 63 license. Her prior roles include positions at AW Securities, AFA Inc., and Cetera Advisor Networks LLC. Outside of financial 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 is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts without client login credentials.

Malik Robinson is a financial advisor with VOYA Financial Advisors, Inc. in Sacramento, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Mutual of Omaha, LPL Financial, Morgan Stanley, and Edward Jones. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm utilizes a combination of model portfolios and manager-driven strategies across discretionary and non-discretionary programs, supported by a broad affiliate network and multiple custodial partnerships.

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.