Beau Mc Guire is a CFP® professional with six years of industry experience, currently advising at Allworth Financial, L.P. in Folsom, CA. His work history includes roles at AW Securities and Allworth Financial, as well as positions within educational institutions and other companies. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and corporate clients. The firm employs a range of investment strategies including core-satellite, index allocations, and options-based overlays, and features a distinctive ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Craig Mc Vey is a financial advisor at Allworth Financial, L.P. with two years of industry experience. Prior to joining Allworth, he worked at Retirement Advisors of America and has been involved in dental consulting and success coaching through CTM Dental Consulting and Quantum Leap Success in Dentistry. 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 management through a variety of model strategies and third-party sub-advisers, along with financial planning and specialized services such as qualified retirement plan consulting and annuity sub-account management.

Brenda Upton is a CFP® professional with one year of industry experience, currently affiliated with Allworth Financial, L.P. She previously worked at Ryan Wealth Management for nine years before joining Allworth Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies including core-satellite, pure-index, and options-based overlays, and is notable for its ownership structure involving private investment vehicles and the Ontario Teachers’ Pension Plan.

Patrick Henry is a CFP®-certified financial advisor with 37 years of industry experience. He has been with Allworth Financial, L.P. since 2004 and previously worked at Hanson McClain and AW Securities. He serves as president of the Valley Hi Country Club board of directors, overseeing its strategic planning and financial review. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies and employs technology to manage held-away employer retirement accounts.

Danny Valenzuela is a financial advisor at Allworth Financial, L.P. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Investment Management Services LLC and Principal Financial. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios using a variety of model strategies and utilizes third-party sub-advisers as needed, offering both discretionary and non-discretionary services.

Hugh Phillips is a CFP® with 38 years of experience in the financial services industry. He is currently with Allworth Financial, L.P. Prior to this, he worked at Hanson McClain Advisors and Securities America in various capacities. Allworth Financial is a fee-based SEC-registered adviser serving a wide range of clients, including high-net-worth individuals, trusts, estates, and corporate clients. The firm employs a variety of investment strategies, including model portfolios and specialized approaches such as Buffered Equity ETFs and options-based overlays, and operates distinctive divisions such as an Airline division and management of privately offered Shorepoint income funds.

Erick Hoyer is a financial advisor at Creative Planning with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab & Co and Edward Jones. Outside of his advisory role, he owns a rental property in Kings Beach, California. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and supplemental techniques such as direct indexing and tax-loss harvesting.

Lee Sorcinelli is a financial advisor at Allworth Financial, L.P. with two years of industry experience. Prior to joining Allworth Financial, he worked at Retirement Advisors of America and spent ten years at Sun City West Dental. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporations. The firm offers customized portfolio management using a range of model strategies and employs third-party sub-advisers when appropriate, alongside comprehensive financial planning and retirement plan consulting services.

Kathleen Carpenter is a CFP® with 34 years of industry experience. She is currently an advisor at Allworth Financial, L.P., where she has worked since 2022. Prior to joining Allworth, she spent 18 years at LPL Financial, LLC. 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, index allocations, and specialized approaches using defined-outcome ETFs and options overlays.

Bret Butcher is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding a Series 66 designation with 16 years of industry experience. His career includes roles at YellowBrickRoad Financial Advisors, The Kocen Financial Group, and Edward Jones. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model-based approaches and specialized offerings, and utilizes technology to manage held-away retirement accounts without client login credentials.

Herman Doughty V is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds the Series 66 designation and has been with Allworth Financial since 2011. Prior to and alongside his current role, he has been associated with AW Securities since 2005. 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 management utilizing various model strategies and employs technology to manage held-away employer retirement accounts without requiring client login credentials.

Allegra Swan is a CFP® professional with 14 years of experience in the financial services industry. She is currently with Allworth Financial, L.P., where she has worked since 2021. Prior to joining Allworth, she held positions at Strategic Wealth Advisors Group, LLC and LPL Financial. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management employing various model strategies and uses technology to manage held-away employer retirement accounts without requiring client login credentials.

Phillip Monroe is a financial advisor with Allworth Financial, L.P. in Folsom, CA. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at LPL Financial and Golden1 Credit Union. 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 management through a mix of model strategies and utilizes technology to manage held-away employer retirement accounts, with notable ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Russell Hall is a financial advisor with Allworth Financial, L.P. He holds Series 63 and Series 65 designations and has 36 years of industry experience. His prior roles include positions at Morgan Stanley, UBS Financial Services, and founding Hall Private Wealth Advisors. Allworth Financial is a fee-based SEC-registered adviser serving a diverse client base including high-net-worth individuals, retirement plans, trusts, and charitable organizations. The firm employs customized portfolio strategies combining models such as core-satellite, index allocations, and options-based overlays, and manages privately offered funds along with specialized services for airline industry employees.

Wesley Scoggin is a financial advisor with Allworth Financial, L.P., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Securities America Advisors, Arpor Point Advisors, and Franklin Templeton Financial Services Corp. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios combining model strategies and third-party sub-advisers, offering both discretionary and non-discretionary services, and supports specialized client segments such as airline industry employees.

Christian Harris is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding the ChFC® designation and Series 66 license, with seven years of industry experience. He previously worked at Edward Jones for six years and has experience with Accounting Wizards LLC and Benedictine University at Mesa. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolios with various model strategies, uses third-party sub-advisers, and offers technology solutions for managing held-away employer retirement accounts.

Davis Blomquist is a CFP® professional with eight years of industry experience, currently serving at Allworth Financial, L.P. He has been with the firm since 2016, including time at its predecessor Hanson McClain Advisors, and also worked at AW Securities in 2021. Allworth Financial is a fee-based SEC-registered adviser that serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized investment portfolios and comprehensive financial planning using various model strategies and third-party sub-advisers, supported by technology to manage held-away accounts.

Kiana Mason is a financial advisor at Allworth Financial, L.P. in Folsom, CA. She holds a Series 65 credential and has one year of industry experience. Prior to joining Allworth Financial, she spent eight years at NISA Investment Advisors, LLC and four years at Central Bank. 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 management using various model strategies, including specialized ETF approaches, and employs third-party sub-advisers when appropriate.

Sean Murray is a financial advisor at Allworth Financial, L.P. with 33 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Murray has worked at Allworth Financial since 2000 and AW Securities since 2008. 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 management using model-based strategies and specialized approaches, as well as consulting and management services across various financial needs.

Leonardo Bojorquez is a financial advisor at Allworth Financial, L.P. with six years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Allworth Financial in 2024, he worked at Del Monte Group, LLC, Alamo Capital, AssetMark, Inc., Bank of America, and UC Berkeley. 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 management using various model strategies and employs third-party sub-advisers when appropriate.