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.

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.