Joseph Fernandes is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He has worked at Allworth Financial since 2020 and is also employed as a pilot for Delta Air Lines. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan consulting, and education through various media. The firm employs a combination of quantitative and qualitative analysis to create customized investment allocations and provides a range of portfolio strategies, including ESG and specialist portfolios.

Jack Welty is a financial advisor at Allworth Financial, L.P. with two years of industry experience. He holds the Series 65 designation. Prior to joining Allworth Financial, Jack was involved with the Youth Basketball Academy for six years and worked at Weimar Hills Middle School and Del Oro High School for eight years. 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 offers financial and wealth planning, portfolio management, retirement plan consulting, and private fund management, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Donovan Burnham is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Capitol Planning Group, Golden Empire Council, and Edward Jones. In addition to his advisory role, he is also active as an insurance agent, selling various insurance products. Foundations Investment Advisors provides financial planning and portfolio management services to individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and third-party sub-advisers to manage client assets.

Daniel Sincere is a financial advisor at Valic Financial Advisors with two years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Valic, he held various roles including an agent position selling non-securities insurance products for AGIA. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and centralized technology solutions.

Richard Breedwell is a financial advisor with Foundations Investment Advisors LLC in Roseville, CA, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has been with Foundations since 2016 and also operates a separate business as an owner and insurance agent, focusing on life insurance, annuities, and long-term care. Foundations Investment Advisors provides financial planning and portfolio management to a wide range of clients, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis, offering tailored advice through model portfolios and an asymmetric rebalancing approach.

Sarah Fong is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 credentials and has 29 years of industry experience. She previously worked at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management, Inc. In addition to her advisory work, she has experience as a pharmacy technician. NewEdge Advisors is an enterprise-scale registered investment adviser serving a broad range of clients including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers diverse portfolio management and consulting services through a network of independent advisers, utilizing a range of program structures and technology tools to support client needs.

Scott Marcoe is a financial advisor at Ameritas Advisory Services, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. In addition to his advisory roles, Marcoe is the owner of Nomad Cycling Apparel, a retail business, and Scott Marcoe Designs, a graphic design venture. 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 offers a range of asset management and consulting services utilizing multiple program platforms and third-party technology to build customized portfolios.

Kevin Ash is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 65 credentials and six years of industry experience. His prior work includes roles at Camlin Steel and Center Unified School District. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

William Hagerty is a financial advisor with Eagle Strategies (NY Life) based in Roseville, CA. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. He has worked with Eagle Strategies since 2000 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since the mid-1990s. Hagerty serves as a board member for the Children's Miracle Network at UC Davis Children's Hospital, where he assists with networking-event planning and coordination. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and corporate clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

James George is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with nine years of industry experience. He previously worked at Raa for 15 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, offering financial planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing. The firm employs both quantitative and qualitative analysis to create customized investment strategies and manages privately offered funds while providing educational resources through newsletters, podcasts, and seminars.

Alexandre Lilles is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. His prior experience includes roles at Stewart and Patten Co., LLC, Merrill, and WHV Investments, Inc. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, qualified retirement plan consulting, and educational resources, combining quantitative and qualitative analysis to deliver customized investment strategies.

Preet Pragnesh Shah is a financial advisor with Allworth Financial, L.P., holding a Series 65 designation and one year of industry experience. He has worked at Allworth Financial since 2022 and previously was with Johanson Financial Advisors from 2019 to 2022. 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 offers a range of financial services including wealth planning, portfolio management, qualified retirement plan consulting, and education through newsletters, podcasts, and seminars, applying both quantitative and qualitative analysis to customized investment strategies.

Antonio Scaletti is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at Wetherby Asset Management and Roof, Eidam & Maycock. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various advanced portfolio management techniques.

Karin Le is a CFP® with 22 years of experience in the financial services industry. She currently works with Private Advisor Group, LLC and previously held roles at Bedell Frazier Investment Counselling, Capital Planning Advisors LLC, and Wells Fargo. In addition to her advisory work, she serves as a Senior Wealth Advisor at Capital Independent Insurance Services LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based model and multiple technology platforms to provide access to a range of investment strategies and third-party managers.

Jordan Tyler is a financial advisor with Allworth Financial, L.P. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Allworth Financial, he worked at Del Monte Group and JPMorgan Chase Bank. Allworth Financial serves a diverse client base, including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and variable annuity sub-account servicing, using a combination of quantitative and qualitative analysis to implement customized investment strategies.

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.