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Our Team

At our core, Allworth Financial believes education, transparency, and straightforward guidance are the key to a truly rich and meaningful retirement. Our financial advisors and leadership team are an embodiment of this philosophy. Explore their backgrounds below.

 

Adam Kint of Allworth Financial
Adam Kint
Financial AdvisorCFP®
Location Roseville, CA
FULL BIOAdam Kint Full Bio
Adam Peters of Allworth Financial
Adam Peters
Financial AdvisorCFP®, ChFC®
Location Denver, CO
FULL BIOAdam Kint Full Bio
Alex Scott of Allworth Financial
Alex Scott
Financial AdvisorCFP®, RICP®, ChFC®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Allegra Swan of Allworth Financial
Allegra Swan
Financial AdvisorCFP®
Location Campbell, CA
FULL BIOAdam Kint Full Bio
Amy Bertle of Allworth Financial
Amy Bertle
Financial AdvisorCFP®
Location Denver, CO
FULL BIOAdam Kint Full Bio
Andy Shafer of Allworth Financial
Andy Shafer
Financial AdvisorChFC®, AAMS®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Andy Stout of Allworth Financial
Andy Stout
Chief Investment OfficerCFA, CFP®
FULL BIOAdam Kint Full Bio
Austin McDaniel of Allworth Financial
Austin McDaniel
Partner AdvisorMBA, CFA , CFP®
Location Albuquerque, NM
FULL BIOAdam Kint Full Bio
Barbara Healy of Allworth Financial
Barbara Healy
Financial AdvisorCFP®, CRPC®
Location Roseville, CA
FULL BIOAdam Kint Full Bio
Barry Greenberg of Allworth Financial
Barry Greenberg
General Counsel
FULL BIOAdam Kint Full Bio
Beau McGuire of Allworth Financial
Beau McGuire
Financial AdvisorCFP®
Location Roseville, CA
FULL BIOAdam Kint Full Bio
Benjamin Abraham of Allworth Financial
Benjamin Abraham
Partner AdvisorCFP®, ChFC®, CLU®, CFS®, RICP®, WMCP®, CASL®
Location Indianapolis, IN
FULL BIOAdam Kint Full Bio
Benjamin Knight of Allworth Financial
Benjamin Knight
Partner AdvisorCFP®
Location Chico, CA
FULL BIOAdam Kint Full Bio
Bill Macher of Allworth Financial
Bill Macher
Partner AdvisorCLU®, ChFC®
Location St. Louis, MO
FULL BIOAdam Kint Full Bio
Bill Schretter of Allworth Financial
Bill Schretter
Financial AdvisorCFP®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Blake Davelaar of Allworth Financial
Blake Davelaar
Financial AdvisorCFP®
Location Tucson, AZ
FULL BIOAdam Kint Full Bio
Bob Benyamin of Allworth Financial
Bob Benyamin
Financial AdvisorCFP®
Location Roseville, CA
FULL BIOAdam Kint Full Bio
Bob Frater of Allworth Financial
Bob Frater
Partner AdvisorCFP®
Location Houston, TX
FULL BIOAdam Kint Full Bio
Bob Sponseller of Allworth Financial
Bob Sponseller
Partner AdvisorChFC®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Brad Boekestein of Allworth Financial
Brad Boekestein
EVP of Marketing
FULL BIOAdam Kint Full Bio
Brayden Cleland of Allworth Financial
Brayden Cleland
Senior Associate AdvisorCFP®
Location Folsom, CA
FULL BIOAdam Kint Full Bio
Bret Butcher of Allworth Financial
Bret Butcher
Financial AdvisorCFP®, MBA
Location Seattle, WA
FULL BIOAdam Kint Full Bio
Brian James of Allworth Financial
Brian James
Financial AdvisorCFP®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Brian Murphy of Allworth Financial
Brian Murphy
Partner AdvisorAIF®
Location Tucson, AZ
FULL BIOAdam Kint Full Bio
Britton Riley of Allworth Financial
Britton Riley
Financial AdvisorCFP®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Cali Byrn of Allworth Financial
Cali Byrn
Financial Advisor
Location Lawrence, KS
FULL BIOAdam Kint Full Bio
Carol Novak of Allworth Financial
Carol Novak
Partner AdvisorCFP®, MBA
Location Bel Air, MD
FULL BIOAdam Kint Full Bio
Cathy Carry of Allworth Financial
Cathy Carry
VP of Human Resources
FULL BIOAdam Kint Full Bio
Cheyenne Walker of Allworth Financial
Cheyenne Walker
Financial AdvisorCFP®
Location Santa Rosa, CA
FULL BIOAdam Kint Full Bio
Chris Giordano of Allworth Financial
Chris Giordano
Partner AdvisorAIF®
Location Los Gatos, CA
FULL BIOAdam Kint Full Bio
Chris Grellas of Allworth Financial
Chris Grellas
Financial AdvisorCFP®, MSFA
Location Sacramento, CA
FULL BIOAdam Kint Full Bio
Chris Oddy of Allworth Financial
Chris Oddy
Chief Financial Officer
FULL BIOAdam Kint Full Bio
Corey Frank of Allworth Financial
Corey Frank
Financial AdvisorCFP®
Location Bel Air, MD
FULL BIOAdam Kint Full Bio
Corey Gamble of Allworth Financial
Corey Gamble
Chief Compliance OfficerCRCP™®, IACCP®, CSCP®, AIFA®
FULL BIOAdam Kint Full Bio
Dan Leahy of Allworth Financial
Dan Leahy
Financial AdvisorCFP®
Location Folsom, CA
FULL BIOAdam Kint Full Bio
Dan Novak of Allworth Financial
Dan Novak
Partner AdvisorCFP®
Location Bel Air, MD
FULL BIOAdam Kint Full Bio
Dan Rausch of Allworth Financial
Dan Rausch
Financial AdvisorCFP®, MBA, CPA
Location Grandville, MI
FULL BIOAdam Kint Full Bio
Darla Sipolt of Allworth Financial
Darla Sipolt
EVP of Retail Growth
FULL BIOAdam Kint Full Bio
David Bastoni of Allworth Financial
David Bastoni
Partner AdvisorBFA™
Location Folsom, CA
FULL BIOAdam Kint Full Bio
David Johanson of Allworth Financial
David Johanson
Partner AdvisorCFP®, CIMA®, CPWA®, EA®
Location Campbell, CA
FULL BIOAdam Kint Full Bio
David Klaus of Allworth Financial
David Klaus
Partner AdvisorCFP®, MBA, CASL®, RICP®
Location Indianapolis, IN
FULL BIOAdam Kint Full Bio
David Schauer of Allworth Financial
David Schauer
Financial AdvisorCFP®, CFA, MSFA
Location Sacramento, CA
FULL BIOAdam Kint Full Bio
Davis Blomquist of Allworth Financial
Davis Blomquist
Financial AdvisorCFP®
Location Folsom, CA
FULL BIOAdam Kint Full Bio
Deanna Purvis of Allworth Financial
Deanna Purvis
Financial AdvisorRegional Director of Advisory Services, CFP®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Dexter Lamb of Allworth Financial
Dexter Lamb
Financial Advisor
Location St. Louis, MO
FULL BIOAdam Kint Full Bio
Donella Winkler of Allworth Financial
Donella Winkler
Financial AdvisorCFP®
Location Durham, NC
FULL BIOAdam Kint Full Bio
Eric Chetwood of Allworth Financial
Eric Chetwood
Partner AdvisorCFP®
Location Durham, NC
FULL BIOAdam Kint Full Bio
Eric Henry of Allworth Financial
Eric Henry
Financial AdvisorCFP®
Location Sacramento, CA
FULL BIOAdam Kint Full Bio
Eric Soetaert of Allworth Financial
Eric Soetaert
Financial Advisor
Location Lawrence, KS
FULL BIOAdam Kint Full Bio
Evan McGrath of Allworth Financial
Evan McGrath
Financial AdvisorChFC®, CRPC®, CEPA®
Location Addison, TX
FULL BIOAdam Kint Full Bio
Fazley Rashid of Allworth Financial
Fazley Rashid
Financial Advisor
Location Houston, TX
FULL BIOAdam Kint Full Bio
Glenn Downs of Allworth Financial
Glenn Downs
Financial AdvisorCFS®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Greg Phelps of Allworth Financial
Greg Phelps
Partner AdvisorCFP®, AIF®, CLU®, AAMS®
Location Las Vegas, NV
FULL BIOAdam Kint Full Bio
Hugh B. Phillips of Allworth Financial
Hugh B. Phillips
Partner AdvisorCFP®, CFS®, ChFC®
Location Fairfield, CA
FULL BIOAdam Kint Full Bio
Jeff Baumert of Allworth Financial
Jeff Baumert
EVP Financial ServicesAIF®, CIMA®
FULL BIOAdam Kint Full Bio
Jeffrey DeBoer of Allworth Financial
Jeffrey DeBoer
Partner AdvisorChFC®
Location Roseville, CA
FULL BIOAdam Kint Full Bio
Jeremy Murray of Allworth Financial
Jeremy Murray
Partner AdvisorCFP®, AIF®, CRPS®
Location Las Vegas, NV
FULL BIOAdam Kint Full Bio
Jerod Yee of Allworth Financial
Jerod Yee
Senior Associate Advisor
Location Folsom, CA
FULL BIOAdam Kint Full Bio
Jim Moore of Allworth Financial
Jim Moore
Partner AdvisorCFP®, AIF®, LACP®
Location Lawrence, KS
FULL BIOAdam Kint Full Bio
Joe Kopczynski of Allworth Financial
Joe Kopczynski
Partner Advisor
Location Albuquerque, NM
FULL BIOAdam Kint Full Bio
John Bunch of Allworth Financial
John Bunch
Chief Executive Officer
FULL BIOAdam Kint Full Bio
John Horseman of Allworth Financial
John Horseman
Partner Advisor
Location St. Louis, MO
FULL BIOAdam Kint Full Bio
Joshua Jacobi Garcia of Allworth Financial
Joshua Jacobi Garcia
Financial AdvisorCFP®, ADPA®
Location Addison, TX
FULL BIOAdam Kint Full Bio
Joshua Kadish of Allworth Financial
Joshua Kadish
Partner AdvisorAIF®, BFA™, RFC®
Location Riverwoods, IL
FULL BIOAdam Kint Full Bio
Jude McDaniel of Allworth Financial
Jude McDaniel
Partner AdvisorCLU®, ChFC®, AIF®
Location Lawrence, KS
FULL BIOAdam Kint Full Bio
Kat Schraeder of Allworth Financial
Kat Schraeder
SVP of Client RelationshipsCFP®
FULL BIOAdam Kint Full Bio
Kathleen Carpenter of Allworth Financial
Kathleen Carpenter
Partner AdvisorCFP®
Location Chico, CA
FULL BIOAdam Kint Full Bio
Kelly Richards of Allworth Financial
Kelly Richards
Partner Advisor
Location Scottsdale, AZ
FULL BIOAdam Kint Full Bio
Kevin Duffy of Allworth Financial
Kevin Duffy
Financial AdvisorCFP®, MSF
Location Sacramento, CA
FULL BIOAdam Kint Full Bio
Kirk Hudson of Allworth Financial
Kirk Hudson
Partner AdvisorMBA, CFA
Location Albuquerque, NM
FULL BIOAdam Kint Full Bio
Lauren Williams of Allworth Financial
Lauren Williams
Financial AdvisorCFP®, CRPC®, MBA
Location Roseville, CA
FULL BIOAdam Kint Full Bio
Laurie Ingwersen of Allworth Financial
Laurie Ingwersen
Partner AdvisorCFP®, CRPC®, CDFA™, CEPA®, CBC
Location Waltham, MA
FULL BIOAdam Kint Full Bio
Laurie Kyro of Allworth Financial
Laurie Kyro
Financial AdvisorCFP®, CFS®
Location Roseville, CA
FULL BIOAdam Kint Full Bio
Maria Foppiano of Allworth Financial
Maria Foppiano
Senior Associate AdvisorChFC®
Location Folsom, CA
FULL BIOAdam Kint Full Bio
Mark Shone of Allworth Financial
Mark Shone
Partner AdvisorCFP®
Location Walnut Creek, CA
FULL BIOAdam Kint Full Bio
Matt Christl of Allworth Financial
Matt Christl
Financial AdvisorCFP®
Location Folsom, CA
FULL BIOAdam Kint Full Bio
Matt De Garmo of Allworth Financial
Matt De Garmo
Financial AdvisorCFP®
Location Walnut Creek, CA
FULL BIOAdam Kint Full Bio
Matthew Keller of Allworth Financial
Matthew Keller
Partner AdvisorCFP®
Location Albuquerque, NM
FULL BIOAdam Kint Full Bio
Michael Bubel of Allworth Financial
Michael Bubel
Financial AdvisorCRPC®
Location Houston, TX
FULL BIOAdam Kint Full Bio
Michael Coates of Allworth Financial
Michael Coates
Financial AdvisorCFP®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Michael Demko of Allworth Financial
Michael Demko
Financial Advisor
Location Campbell, CA
FULL BIOAdam Kint Full Bio
Michael Mouriski of Allworth Financial
Michael Mouriski
VP of Tax SolutionsCPA
FULL BIOAdam Kint Full Bio
Michael Schankerman of Allworth Financial
Michael Schankerman
Partner AdvisorCFP®, ChFC®, CFS®, CASL®, RICP®
Location Indianapolis, IN
FULL BIOAdam Kint Full Bio
Michelle Disney of Allworth Financial
Michelle Disney
Financial AdvisorCFP®
Location Durham, NC
FULL BIOAdam Kint Full Bio
Natalie Quirarte of Allworth Financial
Natalie Quirarte
Financial AdvisorCFP®
Location San Diego, CA
FULL BIOAdam Kint Full Bio
Nicole Mayer of Allworth Financial
Nicole Mayer
Partner AdvisorAIF®, BFA™, CDFA®, RFC®
Location Riverwoods, IL
FULL BIOAdam Kint Full Bio
Pat Henry of Allworth Financial
Pat Henry
Financial AdvisorCFP®
Location Sacramento, CA
FULL BIOAdam Kint Full Bio
Pat McClain of Allworth Financial
Pat McClain
Co-Founder and Senior PartnerChFC®
FULL BIOAdam Kint Full Bio
Patrick Maher of Allworth Financial
Patrick Maher
Financial Advisor
Location San Diego, CA
FULL BIOAdam Kint Full Bio
Paul Culbertson of Allworth Financial
Paul Culbertson
Financial AdvisorCFP®
Location Houston, TX
FULL BIOAdam Kint Full Bio
Pete Engelken of Allworth Financial
Pete Engelken
Chief Operating OfficerCPA
FULL BIOAdam Kint Full Bio
Peter Abi-Nader of Allworth Financial
Peter Abi-Nader
Financial AdvisorCFP®
Location Folsom, CA
FULL BIOAdam Kint Full Bio
Peter Knutson of Allworth Financial
Peter Knutson
Partner AdvisorCFP®, AIF®, CLTC®
Location Lawrence, KS
FULL BIOAdam Kint Full Bio
Quinn Carlsen of Allworth Financial
Quinn Carlsen
Financial AdvisorCFP®
Location Folsom, CA
FULL BIOAdam Kint Full Bio
Renee Nenninger of Allworth Financial
Renee Nenninger
Financial Advisor
Location St. Louis, MO
FULL BIOAdam Kint Full Bio
Richard Gross of Allworth Financial
Richard Gross
Financial AdvisorCFP®, CMFC®, MBA
Location Walnut Creek, CA
FULL BIOAdam Kint Full Bio
Richard Mayer of Allworth Financial
Richard Mayer
Financial AdvisorCFP®, MBA, ChSNC®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Robert Gecker of Allworth Financial
Robert Gecker
Financial AdvisorCRPC®
Location Addison, TX
FULL BIOAdam Kint Full Bio
Roger Ingwersen of Allworth Financial
Roger Ingwersen
Partner AdvisorCFP®, CIMA®, CRPC®
Location Waltham, MA
FULL BIOAdam Kint Full Bio
Ron Howard of Allworth Financial
Ron Howard
Partner Advisor
Location Campbell, CA
FULL BIOAdam Kint Full Bio
Russell Hall of Allworth Financial
Russell Hall
Partner Advisor
Location San Diego, CA
FULL BIOAdam Kint Full Bio
Sam DeGreen of Allworth Financial
Sam DeGreen
Financial Advisor
Location Phoenix, AZ
FULL BIOAdam Kint Full Bio
Sandeep Mishra of Allworth Financial
Sandeep Mishra
Chief Technology Officer
FULL BIOAdam Kint Full Bio
Scott Collins of Allworth Financial
Scott Collins
SVP Business Development
FULL BIOAdam Kint Full Bio
Scott Ebert of Allworth Financial
Scott Ebert
Financial AdvisorCFP®
Location Denver, CO
FULL BIOAdam Kint Full Bio
Scott Hanson of Allworth Financial
Scott Hanson
Co-Founder and Vice ChairCFP®
FULL BIOAdam Kint Full Bio
Scott Loochtan of Allworth Financial
Scott Loochtan
Financial AdvisorAIF®, BFA™
Location Riverwoods, IL
FULL BIOAdam Kint Full Bio
Sean Murray of Allworth Financial
Sean Murray
Financial AdvisorCFP®, CFS®
Location Sacramento, CA
FULL BIOAdam Kint Full Bio
Shane O'Brien of Allworth Financial
Shane O'Brien
Financial Advisor
Location Addison, TX
FULL BIOAdam Kint Full Bio
Stephanie Bemerer of Allworth Financial
Stephanie Bemerer
Financial AdvisorChFC®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Stephanie Motzkus of Allworth Financial
Stephanie Motzkus
Financial AdvisorCFP®, AAMS®
Location Larkspur, CA
FULL BIOAdam Kint Full Bio
Steve Burnett of Allworth Financial
Steve Burnett
Financial AdvisorCFP®
Location Sacramento, CA
FULL BIOAdam Kint Full Bio
Steve Hruby of Allworth Financial
Steve Hruby
Financial AdvisorCFP®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Steve Sprovach of Allworth Financial
Steve Sprovach
Financial AdvisorCFP®
Location Blue Ash, OH
FULL BIOAdam Kint Full Bio
Tad Doughty of Allworth Financial
Tad Doughty
Financial AdvisorChFC®, CFS®
Location Roseville, CA
FULL BIOAdam Kint Full Bio
Ted Smalling of Allworth Financial
Ted Smalling
Financial AdvisorCFP®, MBA
Location Sacramento, CA
FULL BIOAdam Kint Full Bio
Terry Muchler of Allworth Financial
Terry Muchler
Partner AdvisorAIF®, CTEP®
Location Rochester, NY
FULL BIOAdam Kint Full Bio
Tim Mazanec of Allworth Financial
Tim Mazanec
Financial AdvisorMPAS®, CFP®, CMT®, CRPC®
Location Waltham, MA
FULL BIOAdam Kint Full Bio
Victoria Bogner of Allworth Financial
Victoria Bogner
Partner AdvisorCFP®, CFA, AIF®
Location Lawrence, KS
FULL BIOAdam Kint Full Bio
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At Allworth, we deliver uncompromised financial and investment guidance so people can live rich and meaningful lives.

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1 Barron’s 2020 Top 100 RIA Firms. Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. 

2 Retention Rate Source: Allworth Internal Data, FY 2022

3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

4 As of 7/23, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $17 billion in total assets under management and administration. 

5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

6  2021 Value of an Advisor Study / Russel Investments

7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.