Benjamin Knight is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He worked at LPL Financial for 15 years before joining Allworth Financial and AW Securities in 2022. Allworth Financial is a fee-based SEC-registered adviser serving high-net-worth 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 employer retirement accounts.

Mayra Olarte is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial for five years. Outside of her advisory role, she is also an associate advisor with Blue Oaks Management, LLC, an Ameriprise Financial franchise. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs both discretionary and non-discretionary approaches.

Mark Shone is a CFP® professional with 25 years of industry experience. He is currently with Allworth Financial, L.P., where he has worked since 2021, and he has also managed Shone Asset Management, LLC 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 using a variety of model strategies and integrates technology to manage held-away employer retirement accounts.

Casey West is a CFP® and CFA® affiliated with Allworth Financial, L.P. He has over 15 years of industry experience, including 13 years at Stewart and Patten LLC before joining Allworth Financial in 2024. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and works with third-party sub-advisers, with notable operations including ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan as well as a specialized division serving airline industry employees.

Ras Smith is a financial advisor at Allworth Financial, L.P. with six years of industry experience and holds a Series 65 credential. His prior experience includes roles at Cambridge Investment Research Advisors, Hub International, and Marsh McLennan Agency. He also conducts non-investment business activities related to insurance services through his affiliation with Marsh McLennan Agency LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management strategies, including discretionary and non-discretionary asset management, and notable offerings such as Buffered Equity ETFs and multiple specialized investment models.

Teddy Handoko is a CFA® charterholder affiliated with Allworth Financial, L.P. He has over 10 years of industry experience, including a decade at Stewart & Patten before joining Allworth Financial in 2024. 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 using model allocations and employs third-party sub-advisers, providing both discretionary and non-discretionary services.

Carrie Miskawi is a financial advisor at Allworth Financial, L.P. with four years of industry experience. She holds a Series 66 designation and previously worked at Cornerstone Financial Group and AW Securities. Prior to her financial services career, she spent eleven years as a homemaker. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including individuals, qualified retirement plans, trusts, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and employs both discretionary and non-discretionary investment approaches.

Robert Ryan III is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with firms including Ryan Wealth Management, Inc. and OSAIC. 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 a variety of model strategies and employs third-party sub-advisers and technology to enhance client service.

Justin Bojanski is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Hanson McClain Securities and Hanson McClain Advisors (now Allworth Financial) since 2018 and previously worked at Newport Group from 2015 to 2018. 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 defined-outcome ETFs and options overlays, and combines discretionary and non-discretionary services supported by technology to manage held-away employer retirement accounts.

David Schauer is a financial advisor at Allworth Financial, L.P. with 28 years of industry experience. He holds the CFP® and CFA® designations and has been with Allworth Financial since 2004, also working with AW Securities since 2008. Outside of his advisory role, he is an investor and limited partner in commercial real estate through Coastal Star Partners LLC and Valley Star Partners. 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, pure-index, and options-based overlays, and utilizes technology to manage held-away employer retirement accounts.

Stephanie Motzkus Bakan is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2019. She previously worked at Yellowbrickroad Financial Advisors, LLC for seven years. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, financial planning, and retirement plan consulting, utilizing a mix of model strategies and third-party sub-advisers to manage discretionary and non-discretionary engagements.

Lynda Tu is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at AW Securities, Comprehensive Asset Management & Management, Inc., APW Capital, Inc., and Johanson Financial Advisors, Inc. Outside of her advisory role, she serves as Co-Treasurer for the Santa Teresa Home and School Association. 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 model strategies and incorporates technology solutions to manage held-away employer retirement accounts.

G Lowe is a financial advisor at Allworth Financial, L.P. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Cascadia Washington Wealth Management and Securities America, Inc. prior to joining Allworth Financial. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using diverse strategies and employs technology to manage held-away retirement accounts.

Adam Stanley is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding two years of industry experience. He has worked at Retirement Advisors of America and concurrently serves in the US Army Reserve and at Delta 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 model-based and options-based approaches, employs third-party sub-advisers, and manages specialized funds and employer retirement accounts using proprietary technology.

Natalie Quirarte is a CFP® professional with 33 years of industry experience. She is currently with Allworth Financial, L.P. and previously worked at Hall Private Wealth Advisors for eight years. Outside of her advisory role, she is involved with the Premier Financial Education Group, where she participates in public speaking engagements. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of strategies, including core-satellite, index, and specialized approaches, and maintains affiliated businesses alongside its investment services.

Justin Burrow is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance and Ryan Wealth Management, Inc. Outside of his advisory role, no additional business activities are noted. 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 utilizing model approaches and third-party sub-advisers, providing both discretionary and non-discretionary services.

Lori Sherman is a CFP® professional at Allworth Financial, L.P. in Folsom, CA, with 13 years of experience in the financial industry. She previously worked for Stewart & Patten Co., LLC for 24 years before joining Allworth Financial in 2024. 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-based allocations and specialized approaches such as Buffered Equity ETFs and options overlays, and utilizes both discretionary and non-discretionary asset management.

Benton Stockert is a financial advisor with Allworth Financial, L.P. in Folsom, CA. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Allworth Financial, he worked at Keen Wealth Advisors, Charles Schwab Bank, and Charles Schwab & Co., Inc. 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 with a range of model strategies and employs both discretionary and non-discretionary asset management, utilizing technology to manage held-away retirement accounts without client login credentials.

William Peterson is a financial advisor at Brookstone Capital Management LLC with 18 years of industry experience. He holds a Series 65 designation and has been with Brookstone since 2008. In addition to his advisory role, he is involved in life and health insurance sales, assists with enrolling individuals in pharmaceutical financial assistance programs, and participates in precious metal sales. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset allocation models and a range of investment strategies, including ETFs, mutual funds, options-enhanced strategies, and structured notes, often working with internal and external sub-advisors.

Jerry He is a CFP® with five years of experience in the financial services industry. He is currently with Allworth Financial, L.P. and has previously worked at firms including Kestra Investment Services LLC and Zhang Financial LLC. Outside of financial advising, he has experience at New Ballet and WHYY. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a range of investment strategies, including model portfolios and specialized approaches such as Buffered Equity ETFs and options-based overlays, and is notable for its ownership structure and specialized divisions.