Rick Barton is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation and 23 years of industry experience. He has worked at Allworth Financial since 2020 and concurrently maintains a practicing attorney role at R.R. Barton Attorney at Law, a non-investment business. He has also been associated with RAA since 2001. 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 various strategies, including core-satellite, pure-index, and options-based approaches, and it is known for its ownership structure and specialized divisions such as its Airline division and private income funds.

Patrick Danis is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has worked at Allworth Financial since 2020 and at RAA since 2016. Outside of his financial advisory roles, Patrick is also a pilot for American Airlines. 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 core-satellite, pure-index, and specialized offerings with discretionary and non-discretionary management options.

Casey Meyer is a financial advisor with Principal Financial Services in Elk Grove, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His work history includes roles at Almond Valley Wealth Management, De La Torre Financial Group, and Northwestern Mutual. Outside of his advisory duties, he serves on the Youth Services Board of the Rotary Club of Elk Grove, overseeing mentorship and youth outreach programs. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by these managers.

Bryan Chew is a CFP® with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Paragon Financial Services since 2012. He operates Bryan Chew and Associates, a private entity used for payroll tax purposes. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports advisors with operations, trading, technology, compliance, and practice-management resources.

Debra James is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding eight years of industry experience. She has been with Allworth Financial since 2020 and also works as a flight attendant for American 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 management using various model strategies, discretionary and non-discretionary engagements, and incorporates technology to manage held-away employer retirement accounts.

Alisa Chatham is a financial advisor at Primerica Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2014. Outside of her advisory work, she has invested in limited partnerships related to restaurants and educational technology, including Grammaropolis, which produces animated grammar learning content for children. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Charles Comeau is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation and bringing 30 years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with Raa since 1997. 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 through a variety of model strategies and employs technology to manage held-away employer retirement accounts.

Kenneth Mills is a Series 65-licensed financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 12 years of industry experience. He has worked at Allworth Financial since 2020 and Retirement Advisors of America since 2016. Outside of his advisory roles, he is an active pilot for Delta Air Lines, flying approximately 15 days per month. 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 when appropriate.

John Grady is a CFP® and ChFC® with seven years of experience in financial advising. He has worked at Allworth Financial, L.P. since 2020 and previously spent ten years at American Financial Advisors, LLC. Before his advisory career, he was employed by Delta Air Lines for eleven years. 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 range of strategies and incorporates technology to manage held-away employer retirement accounts.

Brian Curland is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has worked at Allworth Financial since 2020 and is also associated with RAA. Outside of his advisory role, Brian is a pilot for Southwest 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 management using model strategies, discretionary and non-discretionary engagements, and specialized investment approaches, supported by technology and a diverse ownership structure.

Mark Fanning is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with seven years of industry experience. He holds a Series 65 credential and has worked at Allworth Financial since 2020, previously serving at Raa from 2017 and RNAV from 2015 to 2017. Outside of his advisory role, he is a member of two commercial and vacation property LLCs, though he does not actively participate in their management. 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 various model strategies, integrates third-party sub-advisers, and provides both discretionary and non-discretionary engagements.

Snehalkumar Shah is a financial advisor with Transamerica Financial Advisors holding a Series 66 credential and beginning his advisory career in 2025. He has prior experience managing tax preparation, bookkeeping, and payroll services through Harshad Shah Financial Services Inc. Shah is also active as a health insurance producer with Illinois Health Agents Inc, working with various insurance carriers. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services through a large advisor network using model portfolios and third-party managers, offering integrated retirement plan solutions and multiple advisory platforms.

Daniel Griffin is a financial advisor at Allworth Financial, L.P. in Sacramento, CA with 13 years of industry experience. He has been with Allworth Financial since 2020. 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 approaches and specialized offerings like Buffered Equity ETFs and options overlays, and utilizes third-party sub-advisers and technology to manage assets across various client types.

Stephen Machado is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has four years of industry experience, including roles at NYLIFE Securities LLC, New York Life Insurance, and Knights of Columbus Asset Advisors. Outside of his advisory work, Machado serves as an officer for the Galt Council of the Knights of Columbus and maintains a small digital marketing business supporting a few long-term clients. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Matthew Balecki is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including proprietary research, futures and derivatives services, and tailored solutions for high-net-worth clients.

Patrick Connelly is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has worked at Allworth Financial since 2020 and RAA since 2017. In addition to his advisory work, Connelly is a commercial airline pilot for American Airlines. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses a variety of investment strategies, including model portfolios and third-party sub-advisers, and offers both discretionary and non-discretionary asset management.

Sean Onitsuka is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He has worked at Allworth Financial since 2020 and concurrently serves as a pilot for Delta Air Lines. 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 incorporating model-based allocations and uses technology to manage held-away accounts, with a notable focus on serving airline industry employees and managing privately offered income funds.

Adam Kint is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Allworth, he worked at Hanson McClain Securities and Cambridge Investment Research. Outside of advising, he serves on the board of directors for Hands for Hope, a youth charity. 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 ranging from core-satellite and pure-index allocations to specialized options-based models and uses third-party sub-advisers and technology to support client accounts.

Rita Gibson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1989 and also owns Rita Gibson Insurance Services, where she is involved in life insurance brokerage. Outside of her advisory work, she serves on the management team of ArcadeChurch, providing guidance on church property, finance, and personnel matters. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a strong focus on non-discretionary asset management.

William Gilmore is a Series 66-licensed financial advisor at Farther with 17 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Portfolio Management Consulting, and Telmate. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke or algorithmic model portfolios with automatic rebalancing.