Ryan Russo is a financial advisor with Valic Financial Advisors in Roseville, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Agia and AIG Retirement Services, as well as work outside the financial sector at Sonoma State University and Uber Technologies Inc. He is also an agent for non-securities insurance products with Agia. Valic Financial Advisors 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 discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and model solutions to support a substantial client base.

James Linebarger is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with nine years of industry experience. He previously worked at RAA for three years and has been involved in real estate development and building homes for over 25 years. Additionally, James is a pilot for United Airlines. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations, offering customized financial and wealth planning, portfolio management, and retirement plan consulting through a combination of quantitative and qualitative analysis.

Philip Bru is a financial advisor at Foundations Investment Advisors LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Capitol Planning Group and Mutual of Omaha. He also works as a licensed insurance agent specializing in life and health insurance. Foundations Investment Advisors LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and offers services through a large network of affiliated offices and advisers.

John Gendreau is a financial advisor with Eagle Strategies (New York Life) based in Roseville, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at AT&T for thirteen years and has experience that includes a period at New England Law | Boston. Eagle Strategies serves a diverse client base, including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Quinn Carlsen is a CFP® professional with five years of industry experience, currently serving at Allworth Financial, L.P. since 2019. Prior to joining Allworth, Carlsen worked at State Street, Lagunitas Brewing Company, Get Fit Davis, and Morgan Stanley. 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 comprehensive financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, utilizing a combination of quantitative and qualitative analysis to implement customized investment strategies.

Dustin Davis is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior experience includes roles at Edward Jones and LPL Financial LLC. Outside of his advisory work, he is involved in pickleball paddle sales and instruction through RooSportz LLC and Spare Time Sports Club in Folsom, CA. 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 utilizes a fiduciary-based advisory model that incorporates proprietary platforms and third-party managers to tailor investment strategies aligned with client goals and risk tolerances.

Elaine Chen is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 18 years of industry experience. She previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for 18 years before joining Principal Life Insurance Company and Principal Securities, Inc. in 2026. 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’s advisory approach includes direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party managers.

Michael Millen is a financial advisor at Brookstone Capital Management LLC with a Series 65 credential. He joined Brookstone in 2025 and has prior experience managing a team focused on automation in the home health industry at Alita Systems, Inc. Millen previously worked with the Watchtower Bible and Tract Society. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Jack George is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Cetera and Strategic Advocates. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, with a blend of passive and active investment strategies tailored to client risk profiles.

Landon Tymochko is a CFP® professional with 12 years of experience, currently affiliated with Leslie Roper Day & Associates and Commonwealth Financial Network. He has also worked with E&J Gallo Winery for over two decades. In addition to his advisory role, Tymochko serves as an adjunct faculty member at Sacramento State University, teaching courses on retirement planning and employee benefits. Commonwealth Financial Network is a registered investment adviser that supports a national network of advisors with a range of advisory programs, including customized portfolio solutions and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support, while offering advisors discretion in portfolio construction and access to model portfolios managed by its Investment Management and Research team.

Matthew Neff is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Principal since 2007, working with both Principal Securities and Principal Life Insurance Company. Outside of his advisory role, he is involved in selling and servicing various insurance products, including long-term care, medical benefits, group health insurance, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including 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 programs under multiple advisory and promoter arrangements.

Susan Rosing is a financial advisor at Allworth Financial, L.P. with 12 years of industry experience. She holds a Series 65 designation and has worked at Allworth Financial since 2020, following several years at Retirement Advisors of America. 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 educational resources. The firm employs a combination of quantitative and qualitative analysis to implement customized investment strategies across various asset classes and offers specialized portfolios including ESG and Christian Values approaches.

Kerri Peterson is a financial advisor with Valic Financial Advisors in Roseville, CA, holding Series 63 and Series 66 designations and over 32 years of industry experience. She has been with Valic Financial Advisors since 2000 and also holds an agent position with Agia, focusing on non-securities insurance products. 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, utilizing Envestnet-developed UMA models for portfolio construction.

John Dolan is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and serves as CFO of Expert Financial Systems, LLC. Dolan has been with Allworth Financial since 2020 and previously worked at Retirement Advisors of America and Raa. 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 employs both quantitative and qualitative analysis to offer customized portfolio strategies and manages a variety of investment approaches, including model and specialist portfolios.

Jonathan Levatino is a financial advisor at LPL Enterprise with Series 66 credentials and four years of industry experience. He has previously worked at The Prudential Insurance Company of America and Pruco Securities LLC. Outside of his advisory role, he maintains part-time employment as a rideshare driver for Uber and DoorDash. LPL Enterprise serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and participation in wrap programs.

John Donahoe is a financial advisor with OSAIC based in Roseville, CA, holding a Series 66 designation and 12 years of industry experience. Prior to joining OSAIC in 2023, he worked at First Command Advisory Services and related First Command entities from 2014 to 2023. Outside of his advisory role, he is also licensed as an insurance agent, providing life, long-term care, disability, property/casualty, and annuity products as part of a comprehensive financial review. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct portfolios across multiple asset classes with discretionary or non-discretionary management options.

Stephen Taylor I is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at BancWest Investment Services for 20 years and LPL Financial for one year. Outside of his advisory work, he has a 50% ownership in a rental property in Cameron Park, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Melanie Morat is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Thrivent Financial and Thrivent Investment Management since 2017. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based analyses and offers clients the option to combine planning with managed-account programs while maintaining separate services.

Jeremy Maurer is a financial advisor with Wells Fargo Clearing in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has an extended tenure at Wells Fargo Bank, N.A. dating back to 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Robert Groth is a CFP® and holds a Series 66 license with five years of industry experience. He is currently with Fidelity Investments and has prior experience at RBC Capital Markets, Bank of America, Merrill Lynch, and City National Bank. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight through affiliated and unaffiliated sub-advisers.