ADVISOR BIO

Patrick M. Donnelly is a financial advisor with Ameritas Advisory Services, LLC. Patrick has been in the financial industry since 2001. Patrick's career includes previous roles with MONY Securities Corporation and Edward Jones. Patrick has a Series 63, Series 65, Series 7 and SIE licenses. Patrick specializes in financial planning, pension consulting, and educational seminars. Patrick is also licensed as an independent insurance agent and sells fixed insurance products. Patrick is registered to provide investment advisory services in Arizona, Arkansas, California, Florida, Idaho, Illinois, Mississippi, Montana, Nevada, New Mexico, Oregon, South Carolina, Texas and Washington.

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ADVISOR BIO

Patrick McClain is a financial advisor with Allworth Financial, LP, located in Folsom, California. Patrick has been in the financial services industry since 1990. Patrick is a registered representative with Series 6, 7, 24, and 63 licenses. Patrick provides financial planning and investment advice to individuals, high-net-worth individuals, corporations, and charitable organizations. In addition to Patrick's role as a financial advisor, Patrick also owns and operates a real estate company.

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ADVISOR BIO

Paul Erskine is a financial advisor registered with Allworth Financial, LP. Paul has been in the financial services industry since 2013. Paul Erskine is licensed in Ohio. Paul is a Registered Investment Advisor (IA) and has passed the Series 65 exam. In addition to working with clients on financial planning, Paul Erskine specializes in pension consulting, educational seminars and portfolio management. Paul is also involved with Monat Hair Product Sales outside of his work with Allworth Financial, LP.

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ADVISOR BIO

Peter Abi-nader is a financial advisor with Allworth Financial, LP. Peter has been in the industry since 2003 and is registered in California. Peter specializes in providing financial planning, portfolio management, and pension consulting services. Peter is a Certified Financial Planner and holds the Series 7 and 66 securities licenses.

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ADVISOR BIO

Quinn Carlsen is a Certified Financial Planner™ who has been in the financial services industry since 2017. Quinn is currently registered with Allworth Financial, LP, and has a current registration in California. Quinn has held positions at several financial institutions, including Morgan Stanley and State Street. Quinn specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and charitable organizations. Quinn's primary office is located in Folsom, CA, but Quinn can also be contacted at the Allworth Financial, LP office in Sacramento, CA.

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ADVISOR BIO

Rachel Matheson is an investment advisor representative associated with Ameritas Advisory Services, LLC and is registered to offer advisory services in California. Rachel has been in the financial services industry since 2020. Rachel has Series 7TO and SIE licenses and is a graduate of Ameritas Investment Company, LLC. Rachel is committed to providing financial guidance and investment management services to clients, including individuals, families, corporations and charitable organizations.

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ADVISOR BIO

Raneeta Singh is a financial advisor at Fidelity Personal And Workplace Advisors. Raneeta has been in the financial industry for over seven years and holds several professional licenses including Series 7, Series 6, Series 63 and Series 65. Raneeta has experience working with individuals, families, businesses, and charitable organizations. Raneeta is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Rebekah Carlson is an investment advisor representative with Equitable Advisors, LLC and has been in the financial services industry for over 4 years. Rebekah is registered to offer investment advisory services in California and Texas and holds a Series 66 license. Rebekah is also registered with FINRA and is a Registered Investment Advisor (RIA). Rebekah specializes in providing financial planning services, pension consulting and portfolio management for businesses and individuals. Rebekah also offers educational seminars to clients.

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ADVISOR BIO

Ricardo Aguilera is a financial advisor with Edward Jones, a firm that has been serving individual investors for over 100 years. Ricardo has been in the financial industry since May 2012. Ricardo is registered with the state of California as a Registered Investment Advisor, and with FINRA as a Registered Representative. Ricardo is licensed to sell securities in multiple states, including California, District of Columbia, Florida, Idaho, Nevada, New Jersey, New York, Oregon, Pennsylvania, South Dakota, Vermont, Washington, and Wisconsin. Ricardo specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and families.

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ADVISOR BIO

Richard Shaum is a financial advisor with Fidelity Personal and Workplace Advisors. Richard has been in the industry since May 31, 2011. Richard is licensed in California, Colorado, Massachusetts, Nevada, Texas, and Utah. Richard holds the Series 6, 7, 9, 10, 63, and SIE licenses. Richard's areas of expertise include Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

SPECIALIZATIONS