Daniel Jackson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Cole Emry is a financial advisor at Key Investment Services LLC in Tacoma, WA, holding a Series 66 designation with four years of industry experience. His work history includes roles at KeyBank, Wells Fargo Clearing, and Wells Fargo Bank, NA. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider platform combining discretionary implementation by Envestnet with strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Peter Hoerber is a financial advisor at Carson Wealth with 34 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes more than three decades at Icma Rc Services, Llc. CWM, LLC operates as an SEC-registered investment adviser with an enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients and employs an Investment Committee to construct and monitor model portfolios, offering customized solutions and ongoing portfolio oversight.

Minh Chau Pham Nguyen is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 designations and having 12 years of industry experience. Nguyen has worked with Eagle Strategies since 2017 and has been affiliated with NYLife Securities LLC and New York Life Insurance since 2013. Outside of advisory work, Nguyen is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring solutions to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Yashasvi Singh is a financial advisor with Key Investment Services LLC in Des Moines, WA, holding the Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, Singh worked at KeyBank Association and Equitable Advisors. Outside of finance, Singh manages a home and kitchen linen business selling products on Amazon. Key Investment Services LLC is an SEC-registered adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform and a non-discretionary, model-based investment approach integrated with KeyCorp affiliates.

Christian Graddon Sakamoto is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Carson Wealth. His career includes roles at Northwestern Mutual and Shilanski & Associates, Inc. He holds the Series 63 designation and is based in LakeBay, WA. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach managed by an Investment Committee that utilizes fundamental and technical analysis alongside tailored solutions and integrated custodial and technology platforms.

James Bermingham is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Voya Financial Advisors, Inc. and has previously held roles at E*TRADE Capital Management, Edward Jones, and Merrill Lynch. Outside of advising, he is the owner of an LLC that manages payroll and tax filings for his administrative assistant. Voya Financial Advisors, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm uses a combination of in-house and third-party strategies, with many client relationships managed on a non-discretionary basis and supported by technology-enabled tools.

Jessica Storey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, with four years of industry experience. Before joining Integrated Wealth Concepts in 2026, she worked at Zevenbergen Capital Investments LLC for seven years, as well as KMS Financial Services, Inc and Becu. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a long-term investment approach while also implementing shorter-term trades as needed.

Brighton Hollis is a Series 66 licensed financial advisor with Transamerica Financial Advisors, with three years of industry experience. Prior to his current role, he worked at equitable and BDS Analytics. He is also president of Powerfoods LLC, a pass-through entity primarily used for consulting income. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Michelle Williams is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Eagle Strategies since 2017 and also has affiliations with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2013. Outside of her advisory role, she is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Steven Fattorini is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at KeyBank, Key Investment Services, E*TRADE Securities, and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Cynthia Briggs is a financial advisor at &Partners with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Merrill, and Citigroup Global Markets. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, using its proprietary platform and third-party managers.

Timothy Batanian is a financial advisor with Eagle Strategies (New York Life) based in Gig Harbor, Washington. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has operated Batanian Financial Group and Batanian Family LLC since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Warren Mach is a financial advisor at D.A. Davidson & Co. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2010. Outside of his advisory role, he serves as CFO for Asphalt Patch Systems, a non-investment-related business based in Puyallup, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Matthew Frank is a financial advisor at &PARTNERS with 23 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing for nine years before joining &PARTNERS in 2025. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis.

Carmen Habenicht is a financial advisor with VOYA Financial Advisors, Inc. based in Tacoma, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Voya, she held roles at Shield & Sage Holdings LLC, Equitable Advisors, LLC, and H&R Block. VOYA Financial Advisors, Inc. offers a range of financial planning and advisory services to individuals, pension plans, charitable organizations, and corporate clients, combining both discretionary and non-discretionary account management through a broad network of investment adviser representatives and a diverse product shelf.

Nathan Enzian is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. He previously worked at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory role, he serves as Vice-Chair of the JT Sheffield Industrial Park Condo Association board, overseeing meetings and committees. Osaic Advisory Services, LLC is an SEC-registered enterprise advising a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of programs and consulting services, utilizing fundamental and technical analysis, tactical trading, and platform integrations to deliver its investment strategies.

Brandyn Tuttle is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked at several related firms since 2024, including New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory role, Brandyn also operates a fireworks stand under the name Beijing Bob's Fireworks. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and primarily manages assets on a non-discretionary basis.

Vincent Di Domenico is a financial advisor with Voya Financial Advisors, Inc. in Tacoma, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Zetimair Wealth Management and Ameriprise Financial Services. He provides pro bono financial planning through the Foundation for Financial Planning. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement-plan advisory services using a mix of discretionary and non-discretionary strategies supported by technology and both affiliated and unaffiliated investment products.

Valerie Laroque is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Ameritas since 2010 across multiple affiliated entities and previously at Merrill. Additionally, she serves as trustee for the Griffiths Family Trust and is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm utilizes a range of investment vehicles and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary management programs.