Jason Hall is a financial advisor with D.A. Davidson & Co. holding CFP® and Series 66 designations and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Key Bank NA for 33 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Luca Procel is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Procel is also the owner of Procel Financial, an advisory and insurance business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and partnering with custodians such as Schwab and Fidelity.

Claude Conlin is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with VOYA since 2014 and also operates Conlin Intellectual Capital, a consulting business focused on assisting clients with their thinking process and goal-setting rather than providing specific financial product advice. VOYA Financial Advisors serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diversified advisory services through multiple program structures, predominantly using non-discretionary recommendation-based relationships.

Linda Rutledge is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she works as an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based advice delivered primarily on a non-discretionary basis.

Connor Berkery is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advising, he is an independent insurance agent focusing on fixed life insurance. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a preference for non-discretionary, recommendation-based relationships.

Steven Teichler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, multiple program structures, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Laura Besaw is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has held prior roles at UBS, Bank of America, Merrill, and Wells Fargo. Her work history also includes a year focused on extended travel. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies that include mutual funds, ETFs, individual securities, private and alternative investments, with oversight by an Investment Policy Committee.

Scott Milam is a CFP®-certified financial advisor with 17 years of industry experience, currently affiliated with &PARTNERS. His prior work includes roles at Fisette & Kim Financial Services, Embark Financial Services, Raymond James Financial Services, and Key Bank. He is based in Issaquah, WA. &PARTNERS serves a diverse client base comprising individuals, institutions, foundations, and corporations. The firm offers investment management, financial and tax planning, and specialized consulting services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Kenneth Behm Jr. is a financial advisor with Planmember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Planmember since 2005 and has owned BEHM Financial since 2009, where he provides services focused on educators, including retirement strategies, tax and risk management, and insurance products. Planmember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process utilizes a strategic asset allocation framework to manage risk-based mutual fund portfolios and supports clients with education, seminars, and personalized retirement planning.

Cory Sprott Cox is a financial advisor with Empower Advisory Group in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at GWFS Equities, Bank of America, Merrill, and Thrivent Financial. Outside of advising, he is involved in event planning and production through his ownership of Olive & Ivory, and co-owns a fitness and lifestyle coaching business in Tucson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ryan Quenneville is a CFP® and Series 66 licensed advisor with Valic Financial Advisors, based in Renton, WA. He has eight years of industry experience and has been with Valic Financial Advisors since 2017. He also has a role as an agent with AGIA, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of investment advisor representatives and employs discretionary unified managed accounts with an emphasis on centralized technology and model solutions.

Tatum Steele is a CFA® charterholder affiliated with Independent Financial Partners and Steele Capital Management. Steele has over seven years of industry experience, including a seven-year tenure at Russell Investments and four years at Washington State University. Independent Financial Partners serves a nationwide network of independent advisors, managing over $12 billion in assets for individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with access to centralized asset management and is notable for its retirement-plan advisory and pension consulting services.

Angad Mahal is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing one year of industry experience. His prior work includes roles at RBC Capital Markets, Piper Sandler, and Comerica Bank. Outside of advising, he is involved in several business ventures including ownership of a loan brokerage under East Hill Investors LLC, a property and casualty insurance agency, and a CPA firm providing accounting and tax preparation services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Darin Ring is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 designations and 29 years of industry experience. He has been with Key Investment Services since 2009. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, operating within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Debbie Vichot is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA. She holds a Series 66 designation and has 20 years of industry experience, including 12 years with VOYA Financial Advisors. Outside of advisory services, she is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. serves a diverse clientele including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant portion of assets managed on a non-discretionary basis.

Brady Jowell is a CFP® with five years of industry experience, currently serving as a financial advisor at &PARTNERS. He has previously worked at Raymond James Financial and Fisette and Kim Financial Services LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a mix of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Sara Rasmussen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Ameritas Advisory Services, COUNTRY Capital Management Company, and Global Atlantic Financial Company. She is also involved in insurance services and comprehensive planning through C1 Wealth Management, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs via the AccessPoint platform and third-party asset managers.

Curtis Nagai is a CFP® professional with 41 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2017 and previously worked at Signator Investors, Inc. and Equitable of Iowa. Nagai is also the owner and president of Nagai Wealth Management, Inc., a private entity supporting his securities, advisory, and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and retirement consulting, along with custody and clearing services.

Ashley Drogon is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo and J.P. Morgan in various advisory and banking roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Marco Willis is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include work at Agia and Western Washington University. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, employing centralized technology and model solutions to manage relationships at scale.