Allworth financial, L.P.

Daniel Vincent is a financial advisor at Allworth Financial, L.P., holding a Series 65 credential with one year of industry experience. His prior roles include positions at DeVasto Advisory Group and time spent at Bentley University and Daniel Hand High School. 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 portfolios with various model strategies and uses technology to manage held-away employer retirement accounts, while its ownership structure and specialized business divisions distinguish it in the industry.

Erin Kincheloe is a financial advisor at Allworth Financial, L.P. with 28 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for 19 years at Ponder Financial Group. Outside of her advisory role, she operates a consulting business focused on CRM operations and training. 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 mix of model strategies and employs third-party sub-advisers when appropriate.

Bobby Benyamin is a CFP® with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Folsom, CA. He has been with Allworth Financial since 2018 and previously worked at AW Securities and Prime Communications. 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 manages privately offered funds, with ownership interests that include private investment vehicles and the Ontario Teachers’ Pension Plan.

Mark Rubey is a financial advisor at Allworth Financial, L.P. with 23 years of industry experience. He holds the CFP® designation and has previously worked at Raa for 12 years before joining Allworth Financial in 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 management using a variety of model strategies and employs technology solutions to manage held-away employer retirement accounts without requiring client login credentials.

Nicholas Forgione is a CFP® and Series 65-registered advisor at Allworth Financial, L.P. with two years of industry experience. His prior roles include positions at Sachetta, LLC, CA Brandt, and Fidelity Investments. He also has experience in the fitness industry and academia, having worked with Forge Fitness, Achieve Fitness, and Framingham State University. 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 using various model strategies and employs technology to manage held-away employer retirement accounts without client login credentials.

Jing Chen is a financial advisor at Allworth Financial, L.P. with six years of industry experience. Chen holds CFP® and CFA® designations and has previously worked at Bank of America, Merrill, Empower Advisory Group, and Transpacific Financial Group. 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 model strategies and third-party sub-advisers to create customized portfolios and offers both discretionary and non-discretionary asset management services.

John Alexander III is a financial advisor at Allworth Financial, L.P. with 16 years of industry experience. He holds a Series 66 designation and previously worked at George McKelvey Co., Inc. for 15 years. John is also involved in Alexander Investments, LLC, a family-owned investment firm, where he participates in securities research and tax preparation as a non-compensated activity. 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 core-satellite, pure-index, and specialized offerings such as Buffered Equity ETFs and options-based overlays, and utilizes third-party sub-advisers alongside proprietary technology to manage held-away accounts.

Paul Culbertson is a CFP® with seven years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Houston, TX. His work history includes roles at Houston Asset Management, Blue Sky Financial Planning, and Spring Branch ISD. 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 without client login credentials.

Michael Williams is a financial advisor with Allworth Financial, L.P., based in Sacramento, CA, bringing 13 years of industry experience. He has worked at Allworth Financial since 2020 and concurrently maintains a long-standing career as 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 offers customized portfolio management using various model strategies and employs technology to manage held-away retirement accounts, with a notable focus on airline industry employees and management of privately offered income funds.

David Gilreath is a CFP® professional with 25 years of industry experience. He is currently with Allworth Financial, L.P. and has held roles at firms including Salzinger Sheaff Brock, LLC and Trust Advisors, LLC. Outside of advisory work, Gilreath is the owner of Pickle Indy LLC, a recreation sports business. 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 portfolio strategies and technology-driven solutions, offering both discretionary and non-discretionary advisory services.

Susannah Thomas is a CFP® professional with four years of industry experience, currently advising at Allworth Financial, L.P. She previously worked at Grunden Financial Advisory, Inc. for a total of 13 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 variety of model strategies and employs technology to manage held-away employer retirement accounts.

James Englert is a CFP® professional with 29 years of industry experience. He is currently with Allworth Financial, L.P. and previously worked at Leigh Baldwin & Co., LLC and High Falls Advisors, LLC. Englert is an enrolled agent with the National Association of Enrolled Agents and provides tax preparation services during the tax season. 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, utilizes third-party sub-advisers, and integrates technology to manage held-away employer retirement accounts without client login credentials.

Kevin Duffy is a CFP® certified financial advisor with 26 years of industry experience. He is currently with Hanson McClain Advisors and Hanson McClain Securities, where he has worked for over 11 years. His prior experience includes roles at TIAA-CREF, Charles Schwab, and Fidelity. 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 portfolios combining model strategies such as core-satellite, index allocations, and options-based overlays, and utilizes third-party sub-advisers and technology solutions to manage held-away employer retirement accounts.

William Schratz is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He has worked at Allworth Financial since 2020 and previously spent one year at RAA. Outside of his advisory role, William is a pilot for Southwest Airlines, where he has worked 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 offers customized portfolios using a range of strategies and employs technology tools to manage held-away retirement accounts.

Candace Stogin is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 66 licenses with 7 years of industry experience. Her work history includes roles at J.P. Morgan Securities LLC and Securities America, Inc. She is currently affiliated with Allworth Financial and AW Securities. 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 core-satellite, index allocations, and options-based overlays, and utilizes third-party sub-advisers alongside technology solutions to manage held-away accounts.