David Johanson is a financial advisor at Allworth Financial, L.P. with 39 years of industry experience. He holds the CFP® and Series 63 designations. His prior experience includes founding Johanson Financial Advisors and roles at Montage Tax, APW Capital, and Comprehensive Asset Management & Servicing. 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 both discretionary and non-discretionary approaches.

Christopher Giordano is a financial advisor at Allworth Financial, L.P. with 35 years of industry experience. He has held roles at Allworth Financial and AW Securities since 2021, and previously worked at Strategic Wealth Advisors Group and LPL Financial. Giordano is involved with the Enzo Giordano Foundation, a nonprofit for charitable giving. Allworth Financial is a fee-based SEC-registered advisor serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including model allocations and specialized ETF approaches, and works with third-party sub-advisers to manage assets.

Richard Gross is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. since 2021. He has also worked with Shone Asset Management, LLC and BlueSky Wealth Advisors, LLC. Gross holds the Series 65 designation and is based in Folsom, CA. 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 utilizes both discretionary and non-discretionary engagements, supported by technology to manage held-away employer retirement accounts.

Eric Henry is a CFP® and Series 66-registered financial advisor with Allworth Financial, L.P. in Folsom, CA, bringing 24 years of industry experience. He has worked with AW Securities and Allworth Financial since 2007 and 2008, respectively. 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 combining model strategies and specialized approaches, including defined-outcome ETFs and options overlays, and is notable for its ownership structure and specialized industry divisions.

Tracy Lasecke is a CFP® with 14 years of industry experience, currently serving at Allworth Financial, L.P. since 2023. Prior to joining Allworth Financial, Lasecke worked for Silicon Valley Wealth Advisors, LLC for 23 years. 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 model-based and options-driven approaches, and offers both discretionary and non-discretionary asset management.

James Smalling II is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding CFP® certification with 14 years of industry experience. He has been with Allworth Financial and its affiliated AW Securities since 2014. Outside of his advisory role, he serves as Treasurer for the Wildhawk Golf Course Player's Association Men's Club in Sacramento. 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 model strategies and employs third-party sub-advisers when appropriate, with a notable focus on airline industry employees and management of privately offered funds.

Patrick McClain is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding a Series 63 designation and 36 years of industry experience. He has been associated with Allworth Financial since 1993 and has roles in related entities including Maidu Redevelopment, LLC and AW Securities. Outside of his advisory work, he is a partner in Maidu Redevelopment, LLC, which is involved in radio communications and insurance investments. 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 core-satellite, pure-index, and specialized models and works with third-party sub-advisers while employing technology to manage held-away accounts.

Gary Grigsby is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CETERA Advisor Networks LLC and United Capital Financial Advisers, LLC. Allworth Financial is a fee-based SEC-registered advisory firm serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management using a mix of model strategies and employs third-party sub-advisers as appropriate.

Jerod Yee is a financial advisor at Allworth Financial, L.P. based in Folsom, CA, holding a Series 66 designation with five years of industry experience. His work background includes roles at AW Securities, Allworth Financial, Equitable Advisors, and positions at the University of California Davis and its Department of Surgery. 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 investment strategies using model portfolios and third-party sub-advisers, and it operates specialized divisions and affiliated businesses that support a range of client needs.

Daniel Leahy is a CFP® with 21 years of industry experience currently serving as a financial advisor at Allworth Financial, L.P. He worked at Dynasty Advisor Group, LLC from 2014 to 2022 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 offers customized portfolios through various model strategies and combines discretionary and non-discretionary asset management with financial planning and retirement plan consulting.

Jack Welty is a financial advisor at Allworth Financial, L.P. in Folsom, CA, holding a Series 65 license with two years of industry experience. Prior to joining Allworth Financial, he was involved with the Youth Basketball Academy for six years and worked at Weimar Hills Middle School and Del Oro High School for eight 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 strategies, including model-based and specialized approaches, and uses technology to manage employer retirement accounts securely.

Alexandre Lilles is a CFA® charterholder with 22 years of industry experience. He is currently with Allworth Financial, L.P., and has worked with Stewart And Patten Co., LLC for over a decade. 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 model-based and options overlays, and utilizes technology to manage held-away retirement accounts.

Preet Pragnesh Shah is a financial advisor at Allworth Financial, L.P., holding a Series 65 credential and bringing one year of industry experience. Prior to joining Allworth Financial, he worked at Johanson Financial Advisors and has held roles in accounting and education. 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.

Karin Le is a CFP® with 22 years of industry experience currently serving as a financial advisor at Private Advisor Group, LLC. She has worked previously at Bedell Frazier Investment Counselling, Capital Planning Advisors LLC, and Wells Fargo in various capacities. Outside of her advisory role, she is a senior wealth advisor at Capital Independent Insurance Services LLC, focusing on insurance services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using both proprietary and third-party platforms to deliver a range of investment strategies.

Jordan Tyler is a financial advisor at Allworth Financial, L.P. in Folsom, CA, with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and the Del Monte Group, among other roles across various sectors. 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 model strategies and employs technology to manage held-away employer retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Corey Frank is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has held prior roles at Charles Schwab and Co., Inc. and TD Ameritrade. Allworth Financial is a fee-based SEC-registered adviser providing asset management and financial planning services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies and utilizes technology to manage held-away retirement accounts, with ownership ties to private investment vehicles and the Ontario Teachers’ Pension Plan.

Laurie Hadley is a financial advisor with Allworth Financial, L.P. in Folsom, CA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been with Allworth Financial and its affiliate AW Securities since 2010. Allworth Financial is a fee-based SEC-registered adviser serving a range of clients including 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 technology solutions to manage held-away retirement accounts.

Scott Yang is a CFP® professional with 14 years of industry experience, currently with Allworth Financial, L.P. He previously worked for Silicon Valley Wealth Advisors, LLC for 19 years. Outside of his advisory role, he works as an usher for Mountain Winery concerts during the May to October season. 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 allocations and specialized offerings, using both discretionary and non-discretionary management approaches.

Judith Mcdaniel is a financial advisor at Allworth Financial, L.P. with 46 years of industry experience. She holds the ChFC® designation and Series 63 license. Her prior roles include positions at AW Securities, AFA Inc., and Cetera Advisor Networks LLC. Outside of financial advising, she serves as a child advocate with Douglas County CASA Inc. and is an investment committee member for the National Association of Insurance & Financial Advisors (NAIFA). Allworth Financial is a fee-based SEC-registered adviser serving 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 retirement accounts without client login credentials.

Allison Scoggin is a CFP®-certified financial advisor with 13 years of industry experience. She is currently with Allworth Financial, L.P., where she has been since 2024. Her prior experience includes roles at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services, Inc. In addition to her advisory work, she has a related insurance agent role receiving trails from policies written under Tridea. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm uses customized portfolios with a range of model strategies and employs technology solutions to manage held-away employer retirement accounts without client login credentials.