Christina Bates is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Key Investment Services and KeyBank during her career. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolio offerings, and managed accounts. The firm emphasizes client direction in investment selection and provides oversight and due diligence on third-party advisory products, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Matthew Keen is a financial advisor with Key Investment Services LLC in Tacoma, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase bank NA. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides supervisory oversight, periodic rebalancing, and access to third-party discretionary managers.

Christine Jackson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Bankers Life Advisory Services since 2022 and has worked at affiliated entities within Bankers Life since 2011. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Julie Barron is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at PlanMember since 2021 and previously spent 12 years with GWN Securities Inc. Barron has also operated her own investment and insurance services businesses since 2007. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Luke Doremus is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

Maxwell Graber is a financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, holding a Series 65 designation and four years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Konvergent Wealth Partners and spent two years at Nordstrom. Outside of advising, he is a fitness instructor with SHRED415. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting, using customized portfolios with a long-term approach that incorporates mutual funds, ETFs, equities, and fixed income.

George Calbert is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining the firm, he served in the US Navy for 32 years. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

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.

Eric Daniel is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Marlee Lawson is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and beginning her career in 2025. Prior to joining PlanMember, she worked at Batik Financial and Amazon, and has experience in educational roles at Pacific Lutheran University and Capital High School. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers a top-down strategic asset allocation approach with risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling services.

Jiahui Feng is a financial advisor at First Command Advisory Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service in the U.S. Army and U.S. Army Reserves. Feng has worked at multiple entities within the First Command organization since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

John Pitts is a financial advisor at OSAIC Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc. and KMS Financial Services, Inc. since beginning his career in 1988. Outside of advisory roles, he is involved in the sales of fixed-interest annuities through Western United Life Assurance Co. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and other financial services through multiple program models and uses a combination of proprietary and third-party platforms for portfolio management.

Jonathan Jepsen is a financial advisor at Mariner with 23 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 17 years, followed by roles at Merrill and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, family office, and financial wellness solutions.

Tatum Steele is a CFA® charterholder currently with Independent Financial Partners and Steele Capital Management, with prior experience at Russell Investments and Washington State University. Steele’s industry experience spans seven years at Russell Investments, with more recent roles beginning in 2025 and 2026. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Tara Voorhies is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. She has worked at firms including Merrill and Wells Fargo, and currently advises at Advised Assets Group, LLC and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services that focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Debbie Vichot is a Series 66-credentialed financial advisor with 20 years of industry experience, currently practicing at Voya Financial Advisors, Inc. since 2014. She is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) product. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through both non-discretionary and discretionary program structures and operates as both an SEC-registered investment adviser and a broker-dealer.

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.

Alexander Norkus is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with firms including Advised Assets Group, LLC, GWFS Equities, Inc., and T. Rowe Price. His background also includes roles outside of financial services, such as time with the US Army National Guard and Clemson University. He is currently with Empower Advisory Group, which provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within Empower’s recordkeeping and administrative platforms.

Homer Smith IV is a CFP®-designated financial advisor with 25 years of industry experience, currently with Integrated Wealth Concepts LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory services, Smith is involved in business ownership through Homer Smith LLC and has roles as an M&A broker under Integrated Wealth Concepts’ service offerings. He is also an author as of 2024. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers customized portfolio management using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented with shorter-term strategies for rebalancing and cash needs.

Ryan Linford is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Linford has been associated with Bankers Life in various capacities since 2011, including roles at Bankers Life Securities, Inc. and as an insurance agent writing Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies, with a focus on client goals, risk tolerance, and time horizons.