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Our Fiduciary Financial Advisors

At our core, Allworth Financial believes that you deserve advice and guidance that is personalized and always aligned with your best interests. Our fiduciary advisors are the true embodiment of this conviction, delivering comprehensive expertise backed by world-class service and support.

 

Adam Kint of Allworth Financial
Financial AdvisorCFP®
Location Roseville, CA
Adam Peters of Allworth Financial
Financial AdvisorCFP®, ChFC®
Location Denver, CO
Allegra Swan of Allworth Financial
Financial AdvisorCFP®
Location Campbell, CA
Allison Modrak of Allworth Financial
Financial AdvisorCFP®
Location Phoenix, AZ
Allison Scoggin of Allworth Financial
Partner AdvisorCFP®
Location Roseville, CA
Alyse Dominguez of Allworth Financial
Financial AdvisorChFC®, MS
Location Kennesaw, GA
Amy Bertle of Allworth Financial
Financial AdvisorCFP®
Location Denver, CO
Amy Wagner of Allworth Financial
Financial AdvisorBFA
Location Cincinnati - Blue Ash, OH
Andy Shafer of Allworth Financial
Financial AdvisorChFC®, AAMS®
Location Blue Ash, OH
Austin McDaniel of Allworth Financial
Partner AdvisorMBA, CFA , CFP®
Location Albuquerque, NM
Barbara Healy of Allworth Financial
Financial AdvisorCFP®, CRPC®
Location Roseville, CA
Beau McGuire of Allworth Financial
Financial AdvisorCFP®
Location Roseville, CA
Benjamin Abraham of Allworth Financial
Partner AdvisorCFP®, ChFC®, CLU®, CFS®, RICP®, WMCP®, CASL®
Location Indianapolis, IN
Benjamin Knight of Allworth Financial
Partner AdvisorCFP®
Location Chico, CA
Bill Macher of Allworth Financial
Partner AdvisorCLU®, ChFC®
Location St. Louis, MO
Bill Schretter of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Blake Davelaar of Allworth Financial
Financial AdvisorCFP®
Location Tucson, AZ
Bob Benyamin of Allworth Financial
Financial AdvisorCFP®
Location Roseville, CA
Bob Frater of Allworth Financial
Partner AdvisorCFP®
Location Houston, TX
Bob Sponseller of Allworth Financial
Partner AdvisorChFC®
Location Blue Ash, OH
Brent Sayler of Allworth Financial
Financial AdvisorCFP®
Location Phoenix, AZ
Bret Butcher of Allworth Financial
Financial AdvisorCFP®, MBA
Location Seattle, WA
Brian James of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Brian Murphy of Allworth Financial
Partner AdvisorAIF®
Location Tucson, AZ
Britton Riley of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Cali Byrn of Allworth Financial
Financial Advisor
Location Lawrence, KS
Candace Stogin of Allworth Financial
Financial AdvisorCRPS®
Location Vancouver, WA
Carol Novak of Allworth Financial
Partner AdvisorCFP®, MBA
Location Bel Air, MD
Cheyenne Walker of Allworth Financial
Financial AdvisorCFP®
Location Santa Rosa, CA
Chris Giordano of Allworth Financial
Partner AdvisorAIF®
Location Los Gatos, CA
Corey Frank of Allworth Financial
Financial AdvisorCFP®
Location Bel Air, MD
Dan Bolan of Allworth Financial
Financial AdvisorCFP®, MBA
Location Glenview, IL
Dan Leahy of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Dan Novak of Allworth Financial
Partner AdvisorCFP®
Location Bel Air, MD
Dan Rausch of Allworth Financial
Financial AdvisorCFP®, MBA, CPA
Location Grandville, MI
Daravy Son of Allworth Financial
Financial AdvisorMBA
Location Manasquan, NJ
Darren Dindinger of Allworth Financial
Financial AdvisorMBA, CFP®, CRPC®
Location Seattle, WA
David Bastoni of Allworth Financial
Partner AdvisorBFA
Location Folsom, CA
David Johanson of Allworth Financial
Partner AdvisorCFP®, CIMA®, CPWA®, EA®
Location Campbell, CA
David Klaus of Allworth Financial
Partner AdvisorCFP®, MBA, CASL®, RICP®, EPS®
Location Indianapolis, IN
David Kraunelis of Allworth Financial
Financial Advisor
Location Glenview, IL
David Schauer of Allworth Financial
Financial AdvisorCFP®, CFA, MSFA
Location Sacramento, CA
Davis Blomquist of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Deanna Purvis of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Dexter Lamb of Allworth Financial
Financial AdvisorChFC®
Location St. Louis, MO
Donella Winkler of Allworth Financial
Financial AdvisorCFP®
Location Durham, NC
Eric Chetwood of Allworth Financial
Partner AdvisorCFP®
Location Durham, NC
Eric Henry of Allworth Financial
Financial AdvisorCFP®
Location Sacramento, CA
Eric Soetaert of Allworth Financial
Financial Advisor
Location Lawrence, KS
Evan McGrath of Allworth Financial
Financial AdvisorChFC®, CRPC®, CEPA®
Location Addison, TX
Fazley Rashid of Allworth Financial
Financial Advisor
Location Houston, TX
Gary Grewal of Allworth Financial
Financial AdvisorCFP®, MSFP
Location Sacramento, CA
Gary Krasnov of Allworth Financial
Regional Director, Financial AdvisorAIF®, CLTC®
Location Kennesaw, GA
Glenn Downs of Allworth Financial
Financial AdvisorCFS®
Location Blue Ash, OH
Greg Phelps of Allworth Financial
Partner AdvisorCFP®, AIF®, CLU®, AAMS®
Location Las Vegas, NV
Hugh B. Phillips of Allworth Financial
Partner AdvisorCFP®, CFS®, ChFC®
Location Fairfield, CA
James Risalvato of Allworth Financial
Financial Advisor
Location Addison, TX
Jeff Brooks of Allworth Financial
Partner AdvisorBFA
Location Vancouver, WA
Jeremy Murray of Allworth Financial
Partner AdvisorCFP®, AIF®, CRPS®
Location Las Vegas, NV
Jerod Patterson of Allworth Financial
Financial AdvisorWMCP®
Location Vancouver, WA
Jerod Yee of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Jerry He of Allworth Financial
Financial AdvisorCFP®
Location Campbell, CA
Jessica Baumgartner of Allworth Financial
Financial AdvisorCRPC®
Location Manasquan, NJ
Jim Moore of Allworth Financial
Partner AdvisorCFP®, AIF®, LACP®
Location Lawrence, KS
Joe Kopczynski of Allworth Financial
Partner Advisor
Location Albuquerque, NM
John
Financial AdvisorMBA
Location Manasquan, NJ
John Horseman of Allworth Financial
Partner Advisor
Location St. Louis, MO
John M. Selzer, Jr. of Allworth Financial
Partner AdvisorCFP®
Location Glenview, IL
Joshua Jacobi Garcia of Allworth Financial
Financial AdvisorCFP®, ADPA®
Location Addison, TX
Jude McDaniel of Allworth Financial
Partner AdvisorCLU®, ChFC®, AIF®
Location Lawrence, KS
Karl Petersen of Allworth Financial
Director of Business Development
Location Addison, TX
Kathleen Carpenter of Allworth Financial
Partner AdvisorCFP®
Location Chico, CA
Kelly Jandreau of Allworth Financial
Financial AdvisorNSSA
Location Vancouver, WA
Kelly Richards of Allworth Financial
Partner Advisor
Location Phoenix, AZ
Kent Erickson of Allworth Financial
Financial AdvisorBFA™
Location Redding, CA
Kevin Duffy of Allworth Financial
Financial AdvisorCFP®, MSF
Location Sacramento, CA
Kimberly Caldwell of Allworth Financial
Financial Advisor
Location Manasquan, NJ
Kirk Hudson of Allworth Financial
Partner AdvisorMBA, CFA
Location Albuquerque, NM
Laurie Ingwersen of Allworth Financial
Partner AdvisorCFP®, CRPC®, CDFA®, CBC®, CEPA®
Location Waltham, MA
Laurie Kyro of Allworth Financial
Financial AdvisorCFP®, CFS®
Location Roseville, CA
Leonardo Bojorquez of Allworth Financial
Associate AdvisorCFP®, ChFC®, AWMA®, MBA
Location Walnut Creek, CA
Lisa Fulco of Allworth Financial
Financial AdvisorCFP®, ChFC®, CPWA®, LUTCF®
Location Bel Air, MD
Lori Sherman of Allworth Financial
Partner AdvisorCFP®
Location Lafayette, CA
Lynda Tu of Allworth Financial
Financial Advisor
Location Campbell, CA
Maria Foppiano of Allworth Financial
Financial AdvisorChFC®
Location Folsom, CA
Mark Rubey of Allworth Financial
Financial AdvisorCFP®
Location Addison, TX
Mark Shone of Allworth Financial
Partner AdvisorCFP®
Location Walnut Creek, CA
Matt De Garmo of Allworth Financial
Financial AdvisorCFP®
Location Walnut Creek, CA
Matt Pulsipher of Allworth Financial
Partner AdvisorCFP®, ChFC®, NSSA
Location Vancouver, WA
Matthew Keller of Allworth Financial
Partner AdvisorCFP®
Location Albuquerque, NM
Michael Bubel of Allworth Financial
Financial AdvisorCRPC®
Location Houston, TX
Michael Coates of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Michael Demko of Allworth Financial
Financial Advisor
Location Campbell, CA
Michael Messinger of Allworth Financial
Financial AdvisorMBA
Location Manasquan, NJ
Michael Schankerman of Allworth Financial
Partner AdvisorCFP®, ChFC®, CFS®, CASL®, RICP®
Location Indianapolis, IN
Michelle Disney of Allworth Financial
Financial AdvisorCFP®
Location Durham, NC
Mike Hostetler of Allworth Financial
Financial AdvisorCFP®
Location Kennesaw, GA
Natalie Quirarte of Allworth Financial
Financial AdvisorCFP®
Location San Diego, CA
Nicole Mayer of Allworth Financial
Partner AdvisorAIF®, BFA, CDFA®, RFC®
Location Riverwoods, IL
Paige Foley of Allworth Financial
Financial Advisor
Location Manasquan, NJ
Pat Henry of Allworth Financial
Financial AdvisorCFP®
Location Sacramento, CA
Patrick Fisk of Allworth Financial
Financial AdvisorCFP®ChFC®
Location Kennesaw, GA
Patrick McGrath of Allworth Financial
Financial AdvisorMBA
Location San Diego, CA
Paul Culbertson of Allworth Financial
Financial AdvisorCFP®
Location Houston, TX
Paul Ochel of Allworth Financial
Financial AdvisorCFP®
Location Addison, TX
Peter Abi-Nader of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Peter Knutson of Allworth Financial
Partner AdvisorCFP®, AIF®, CLTC®
Location Lawrence, KS
Quinn Carlsen of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Renee Nenninger of Allworth Financial
Financial Advisor
Location St. Louis, MO
Richard Del Monte of Allworth Financial
Partner AdvisorJD, MBA, CFP®
Location Walnut Creek, CA
Richard Gross of Allworth Financial
Financial AdvisorCFP®, CMFC®, MBA
Location Walnut Creek, CA
Richard Looney of Allworth Financial
Partner Advisor
Location Manasquan, NJ
Robert A. Giunco, Jr. of Allworth Financial
Partner Advisor
Location Manasquan, NJ
Robert Brennan of Allworth Financial
Partner Advisor
Location Redding, CA
Robert G. McKelvey of Allworth Financial
Partner Advisor
Location Manasquan, NJ
Robert Gecker of Allworth Financial
Financial AdvisorCRPC®
Location Addison, TX
Robert Gentry of Allworth Financial
Partner AdvisorCFA®
Location Lafayette, CA
Roger Ingwersen of Allworth Financial
Partner AdvisorCFP®, CIMA®, CRPC®
Location Waltham, MA
Russell Hall of Allworth Financial
Partner Advisor
Location Durham, NC
Rutledge Gordon of Allworth Financial
Regional Director, Financial AdvisorCRP®
Location Addison, TX
Scott Ebert of Allworth Financial
Financial AdvisorCFP®
Location Denver, CO
Scott Loochtan of Allworth Financial
Financial AdvisorAIF®, BFA
Location Riverwoods, IL
Scott Lowe of Allworth Financial
Partner AdvisorA.A.M.S.
Location Vancouver, WA
Scott Ponder of Allworth Financial
Financial AdvisorCFP®
Location Campbell, CA
Scott Yang of Allworth Financial
Financial AdvisorCFP®
Location Campbell, CA
Sean Murray of Allworth Financial
Financial AdvisorCFP®, CFS®
Location Sacramento, CA
Sean Rayburn of Allworth Financial
Financial AdvisorCFP®, ChFC®
Location Kennesaw, GA
Stephanie Bemerer of Allworth Financial
Financial AdvisorChFC®
Location Blue Ash, OH
Stephanie Motzkus of Allworth Financial
Financial AdvisorCFP®, AAMS®
Location Larkspur, CA
Steve Burnett of Allworth Financial
Financial AdvisorCFP®
Location Sacramento, CA
Steve Eklund of Allworth Financial
Partner Advisor
Location Roseville, CA
Steve Hruby of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Stratton Harrison of Allworth Financial
Financial AdvisorCFP®
Location Glenview, IL
Tad Doughty of Allworth Financial
Financial AdvisorChFC®, CFS®
Location Roseville, CA
Ted Smalling of Allworth Financial
Financial AdvisorCFP®, MBA
Location Sacramento, CA
Terry Muchler of Allworth Financial
Partner AdvisorAIF®, CTEP®
Location Rochester, NY
Todd Smith of Allworth Financial
Financial AdvisorCFP®
Location Kennesaw, GA
Tracy Lasecke of Allworth Financial
Partner AdvisorCFP®
Location Campbell, CA
Victoria Bogner of Allworth Financial
Partner AdvisorCFP®, CFA, AIF®
Location Lawrence, KS
Wendi Ouellette of Allworth Financial
Financial AdvisorCFP®
Location Portland, OR
Wesley Scoggin of Allworth Financial
Financial AdvisorCIMA®
Location Roseville, CA