Allworth financial, L.P.

Erin Kincheloe is a financial advisor at Allworth Financial, L.P. with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Ponder Financial Group for 19 years. Outside of her advisory role, she operates a consulting business focused on CRM operations and training. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs customized investment strategies utilizing low-cost mutual funds, ETFs, individual securities, model portfolios, and third-party managers.

Bobby Benyamin is a CFP® with five years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has worked at Allworth Financial since 2018 and previously held positions at AW Securities and Prime Communication. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, third-party managers, and specialized options such as tax-aware and faith-based portfolios.

Mark Rubey is a CFP® professional with 22 years of experience in the financial services industry. He has worked at Allworth Financial, L.P. since 2020 and previously spent 12 years at Raa. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs utilizing low-cost mutual funds, ETFs, individual securities, model strategies, and third-party managers, along with specialized options including tax-aware and faith-based approaches.

Jing Chen is a financial advisor at Allworth Financial, L.P. with five years of industry experience. He holds the CFP® and CFA® designations and has worked at firms including Bank of America, Merrill, and Empower Advisory Group. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, offering customized investment programs that incorporate low-cost mutual funds and ETFs, individual securities, model strategies, and third-party managers. The firm also manages private funds and publishes newsletters and podcasts accessible to clients and the public.

John Alexander III is a financial advisor at Allworth Financial, L.P. with 15 years of industry experience. He holds a Series 66 designation and previously worked at George McKelvey Co., Inc. from 2009 to 2024. Outside of his advisory role, he is a member of Alexander Investments, LLC, a family-owned investment company focused on publicly traded securities and real estate, where he participates in securities research and tax preparation on a non-compensated basis. Allworth Financial provides fee-based wealth management, financial planning, and retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, and third-party managers, along with specialized options such as tax-aware and faith-based allocations.

Paul Culbertson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. in Houston, TX. His prior roles include positions at Houston Asset Management, Blue Sky Financial Planning, and teaching roles within the Spring Branch and Katy Independent School Districts. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, utilizing customized investment programs that include low-cost funds, equities, fixed income, model strategies, and private fund management.

David Gilreath is a CFP® professional with 25 years of industry experience, currently serving at Allworth Financial, L.P. in Indianapolis, IN. His prior roles include positions at Trust Advisors, LLC, Innovative Portfolios LLC, Sheaff Brock Investment Advisors, LLC, and Salzinger Sheaff Brock, LLC. Outside of his advisory work, he is the owner of Pickle Indy LLC, a recreation sports business. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs utilizing low-cost mutual funds, ETFs, individual securities, model strategies, and third-party managers, along with specialized planning and private fund management.

Susannah Thomas is a CFP® professional at Allworth Financial, L.P. with four years of industry experience. She previously worked at Grunden Financial Advisory, Inc. for thirteen years before joining Allworth Financial. Allworth Financial provides fee-based wealth management, financial planning, and retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm employs customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, and third-party managers, and offers specialized options including tax-aware and faith-based portfolios.

Kevin Duffy is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Allworth Financial, L.P. He has been with Hanson McClain Advisors and Hanson McClain Securities since 2015. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using low-cost mutual funds and ETFs, individual equity and fixed-income positions, model strategies, third-party managers, and private fund management.

Candace Stogin is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. among other firms. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses customized investment programs that incorporate low-cost mutual funds and ETFs, individual securities, model strategies, and third-party managers, along with specialized offerings such as tax-aware and faith-based options.

Peter Knutson is a CFP®-certified financial advisor with 32 years of industry experience. He is currently with Allworth Financial, L.P. and has previously worked at AW Securities, Afa Inc (including Affinity Financial Advisors), Cetera Advisor Networks LLC, and Mcdaniel & Mcdaniel Financial Services. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using low-cost funds, individual securities, model strategies, third-party managers, and specialized options, along with private fund management in real estate, debt, and equity.

Gavin Morrissey is a financial advisor at Allworth Financial, L.P. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Financial Strategy Associates, Inc. for nine years. Outside of his advisory role, he serves as treasurer for the Musketaquid Sportsmen's Club, managing the organization's financial records. Allworth Financial provides fee-based wealth management, financial planning, and retirement plan consulting to a diverse range of clients, offering customized investment programs that include low-cost mutual funds and ETFs, individual securities, model strategies, and specialized planning services.

Ashley Lareau is a CFP® professional with six years of industry experience. She is currently with Allworth Financial, L.P., where she has worked since 2025, following a 14-year tenure at Shorepoint Capital Partners LLC. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, including individuals, high-net-worth families, institutions, and corporations. The firm offers customized investment programs using a variety of strategies and vehicles, including low-cost mutual funds and ETFs, individual securities, model portfolios, third-party managers, and private funds.

Jay Horn is a financial advisor at Allworth Financial, L.P. in Houston, TX, holding Series 63 and Series 65 licenses with 25 years of industry experience. He previously worked at Valic Financial Advisors Inc for 12 years before joining Allworth Financial and AW Securities in 2022. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers customized investment programs using low-cost mutual funds and ETFs, individual securities, model strategies, third-party managers, and private fund management.

John Dippel is a financial advisor at Allworth Financial, L.P. with 29 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Allworth Financial provides fee-based wealth management, financial planning, and qualified retirement plan consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and corporations. The firm offers customized investment programs using a variety of strategies, including low-cost mutual funds and ETFs, individual securities, model portfolios, third-party managers, and private fund management.