Our Fiduciary Financial Advisors

Since the very beginning, Allworth Financial has believed that you deserve personalized and complete financial guidance that is fully aligned with your best interests. Our fiduciary advisors are the true embodiment of this conviction, delivering comprehensive expertise that’s backed by world-class service and support.

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

Why do people choose Allworth?

At the end of the day, it’s all about placing our clients at the center of everything we doevery day.


97%
client loyalty 25,000+ Clients2
30
years in business $26 Billion AUM4
14th Ranked RIA Barron’s1
Best Financial Advisory Firms USA Today8
Best in Class Ethics NBRI9