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.

Eric Hewitt is a financial advisor at Mariner with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Mariner and affiliated entities since 2012. Outside of his advisory role, he operates a retail business called Yolo Card World in Davis, California. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm combines discretionary, customized portfolio strategies with in-house research and third-party managers, while offering integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Patrick Connelly is a financial advisor with Allworth Financial, L.P. in Sacramento, CA, holding nine years of industry experience. He has worked at Allworth Financial since 2020 and has been affiliated with Raa since 2017. In addition to his financial advisory roles, he 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 offers customized portfolio management using various strategies and maintains specialized services, including a division focused on airline industry employees and management of privately offered income funds.

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 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 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.

Lisa Cristiano is a financial advisor at Allworth Financial, L.P. with nine years of industry experience. She has worked at Allworth Financial since 2020 and is also a pilot for American Airlines, where she has been employed since 1998. 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 utilizing various model strategies and leverages technology to manage held-away employer retirement accounts.

Gary Krasnov is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, holding a Series 65 designation with 16 years of industry experience. His work history includes roles at Allworth Financial since 2020, as well as positions with RAA and Advisor Risk Management Company, alongside a prior career 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 management using various 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.

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 been with Allworth Financial since 2020. Outside of his advisory role, David is a pilot for American Airlines. Allworth Financial is a fee-based SEC-registered adviser serving individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm provides customized portfolio management and comprehensive financial planning, utilizing model strategies and third-party sub-advisers, and operates specialized divisions including one focused on airline industry employees.

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 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 employs customized portfolio strategies ranging from core-satellite and index allocations to specialized options-based overlays and manages both discretionary and non-discretionary engagements.

Jeffrey Egli is a financial advisor at Allworth Financial, L.P. in Sacramento, CA, with eight years of industry experience. He has worked at Allworth Financial since 2020 and also serves as a pilot for United 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 a range of model strategies and employs both discretionary and non-discretionary engagements.

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 with Allworth Financial, L.P., holding a Series 65 credential and 31 years of industry experience. He has worked at Allworth Financial since 2020 and has been associated with Raa since 1994. Outside of his advisory work, he is a partner and director at Expert Financial Systems, LLC, a company involved in stored value and credit card processing. 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 technology to manage held-away employer retirement accounts.

Diego Villicana Franco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, New York Life, and NyLife Securities. Outside of his advisory role, he is associated with Villmatic Financial, a non-investment-related activity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

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. He has been with Allworth Financial since 2020 and also works at Raa. Outside of his advisory roles, John is a pilot for Delta Air Lines. Allworth Financial is a fee-based SEC-registered adviser serving individual and institutional clients, including high-net-worth individuals and qualified retirement plans. The firm offers customized portfolio management through a variety of model strategies and uses technology solutions to manage held-away accounts without client login information.

George Griffin Jr. is a financial advisor at Allworth Financial, L.P. with 13 years of industry experience. He has been with Allworth Financial since 2020 and also works as a pilot for American Airlines. Allworth Financial is an SEC-registered, fee-based adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using a variety of model strategies and employs both discretionary and non-discretionary engagement options.

Edward Harris is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has 13 years of industry experience, including roles at New York Life from 2010 to 2022 and Northwestern Mutual from 2022 to 2024. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers, combined with digital advisory solutions.

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.