Patrick Connelly is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding nine years of industry experience. Prior to joining Allworth Financial in 2020, he worked at Raa from 2017 to 2020. He also has an ongoing career as a commercial airline pilot for American Airlines since 1999. Allworth Financial serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations, offering comprehensive wealth planning and portfolio management. The firm utilizes a combination of quantitative and qualitative analysis to deliver customized investment strategies across multiple asset classes and manages both wrap and non-wrap programs.

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 has been employed as a pilot for Delta Air Lines since 1987. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm provides comprehensive financial planning and portfolio management services, combining quantitative and qualitative analysis to deliver customized investment strategies.

Adam Kint is a CFP® professional with 29 years of experience in the financial services industry. He is affiliated with Allworth Financial, L.P. and has previously worked at Hanson McClain Securities, Cambridge Investment Research Advisors, and Securities America Advisors. Outside of his advisory role, Kint serves on the board of directors for Hands for Hope, a youth charity. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial and wealth planning services, discretionary and non-discretionary portfolio management, and manages privately offered funds with a focus on customized allocations and multiple investment strategies.

Rita Gibson is a financial advisor with Hornor, Townsend & Kent, LLC in Sacramento, California, 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 operates Rita Gibson Insurance Services, focusing on life insurance brokerage. Gibson is involved in her local community as a member of the management team of ArcadeChurch, where she advises on church property, finance, and personnel issues. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in assets with a range of discretionary and non-discretionary account options.

William Gilmore is a financial advisor with Farther in Sacramento, CA, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Wells Fargo Clearing Services, Portfolio Management Consulting, and Telmate. He serves as a trustee for a family trust, dedicating limited time to this role. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a digital platform and in-person meetings. The firm applies Modern Portfolio Theory via proprietary models and algorithmic rebalancing, utilizing ETFs, mutual funds, equities, fixed income, and AI tools to support advisor decisions.

Lisa Cristiano is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with nine years of industry experience. She has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management through a combination of quantitative and qualitative analysis, utilizing various investment strategies and specialist portfolios.

Gary Krasnov is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 65 credential and has worked at Allworth Financial since 2020, previously serving at Raa and Advisor Risk Management Company. Prior to his financial career, he was employed by Delta Airlines for 34 years. Allworth Financial serves individual and high-net-worth investors, pension and profit-sharing plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and manages privately offered funds using a combination of quantitative and qualitative analysis to implement customized investment strategies.

David Duquemin is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He holds a Series 65 designation and has worked at Allworth Financial since 2020. Outside of finance, he is a pilot for American Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, and charitable organizations, offering financial planning and portfolio management services. The firm uses a combination of quantitative and qualitative analysis to create customized investment strategies, including model and specialist portfolios.

Tu Niem is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 13 years of industry experience. His career includes roles at Musarubra US, LLC, World Financial Group, and Crowdstrike Holdings Inc. Outside of financial advising, Niem manages restaurant operations for two businesses, Far East Cafe and Poke Ichii, and provides cybersecurity consulting services through Musarubra US, LLC. Transamerica Financial Advisors serves a wide range of clients including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers services primarily through model portfolios and third-party managers across multiple platforms, with regulatory assets under management reported at about $1.7 billion.

Bruce Killips is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding a Series 63 designation and 28 years of industry experience. He has worked at Allworth Financial since 2020 and previously held positions at Raa and Danforth Investments. Allworth Financial serves a diverse client base, including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers a range of services such as financial and wealth planning, portfolio management, retirement plan consulting, and investment education, utilizing both quantitative and qualitative approaches to implement customized strategies.

Jeffrey Egli is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He has been with Allworth Financial since 2020 and has also worked as a pilot for United Airlines since 1988. 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 investment analysis.

Daniel Toman is a CFP® professional with 23 years of industry experience, currently serving at Mariner Wealth Advisors since 2024. His prior experience includes roles at Viewpoint Financial Network, Confluence Financial Planning, Commonwealth Financial Network, and Cynthia Meyers CFP. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm uses a discretionary, customized portfolio approach supported by an internal team and third-party managers, with a notable integration of tax and accounting services uncommon in large advisory enterprises.

Anthony Desantis is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 31 years of industry experience. He previously worked at Raa from 1994 to 2020 before joining Allworth Financial in 2020. Outside of his advisory role, he is a partner and director at Expert Financial Systems, LLC, a stored value and credit card processing business. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations with financial and wealth planning, portfolio management, and retirement plan consulting. The firm combines quantitative and qualitative analysis through an Investment Committee to implement customized allocations across various asset classes and offers a range of model and specialist strategies.

Bryce Leafman is a financial advisor at Mariner with one year of industry experience and holds a Series 66 designation. Prior to joining Mariner, he worked at Ameriprise and MassMutual Life Insurance Company. Outside of his advisory role, Leafman is a freelance musician and serves as a substitute musician for multiple symphony orchestras, including the Santa Cruz and Stockton Symphonies. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

John Robertson is a financial advisor at Allworth Financial, L.P. with six years of industry experience. Prior to joining Allworth in 2020, he worked at Raa for one year. He is also a pilot for Delta Air Lines. 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 planning and portfolio management services, utilizing a combination of quantitative and qualitative analysis to create customized investment strategies.

George Griffin Jr. is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. In addition to his advisory role since 2020, he is a pilot for American Airlines. 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 financial and wealth planning, portfolio management, retirement plan consulting, and manages private funds, using both quantitative and qualitative analysis to tailor investment strategies.

James Tuppal is a financial advisor with Commonwealth Financial Network based in Sacramento, CA. He holds a Series 66 designation and has four years of industry experience, including roles at Wealth Strategies Group and First Hawaiian Bank. Outside of advising, he serves as a Financial Analyst IV for the nonprofit organization Sutter Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a suite of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Charles Paty is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Allworth Financial in 2020, he worked at Raa from 2008 to 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 employs both quantitative and qualitative analysis to create customized investment allocations and offers a range of model and specialist portfolios.

Lynne Verdone is a CFP® with 41 years of industry experience, currently affiliated with SPC in Sacramento, CA. She has worked at SPC since 2006 and has prior experience at Securian Financial Services, Inc. and Parkland Securities, LLC. She also provides education and placement services related to long-term care policies on a commission basis. SPC offers investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, employer-sponsored plans, charitable organizations, and corporations. The firm operates a large advisory network and delivers tailored, discretionary advice through several account programs, maintaining unique affiliations with broker-dealers and insurance agencies alongside a strategic partnership with Fidelity.

Cynthia Hartman is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. She has worked at Allworth Financial since 2020 and also maintains a long-standing role as a flight attendant for Southwest Airlines. Allworth Financial serves a diverse client base including individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers financial and wealth planning, portfolio management, retirement plan consulting, and educational resources, employing both quantitative and qualitative methods to deliver customized investment solutions.