James Swanson

Bradley Miller is a financial advisor with Eagle Strategies (NY Life) in Shelton, WA, holding the ChFC® designation and Series 63 and 66 licenses. He has 13 years of industry experience and has been with Eagle Strategies since 2014. Miller is also a board member of the Great Bend Center for Music and serves as an officer in the Salish Sea Rotary of Mason County, engaging in community service locally and internationally. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios rather than firm-controlled discretionary mandates.

Brittany Depoe is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and one year of industry experience. She has held roles with the Development Disabilities Administration and operates two insurance brokerage businesses focused on life, annuity, and Medicare insurance products. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates multiple investment models and provides support for advisor-managed accounts.

Gina Drew is a financial advisor with key Investment Services LLC, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with key Investment Services since 2010. Outside of her advisory role, she is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and is affiliated with KeyBank/KeyCorp, which develops the investment models used in its programs.

Tara Graham is a financial advisor at Wealth Enhancement Advisory Services, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wealth Enhancement, she worked at firms including Agia, Valic Financial Advisors, JPMorgan Chase Bank, and Principal Life Insurance Company. Outside of her advisory role, she owns The Equine Bit Fitter, a business providing equine services focused on fitting bridles and bits for horses. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Katheryne Mcmillan is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Securities America Advisors, Inc. for 15 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Natalie Pace is a financial advisor with Ameriprise in Belfair, Washington, holding a Series 66 designation and three years of industry experience. She has been with Ameriprise since 2016. Outside of her advisory role, Natalie manages an independent advisory business through Wealthbridge Advisors Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.