Kyle Lapastora is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. He previously worked for the Washington State Department of Social and Health Services for eleven years before joining Bankers Life. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals, risk tolerances, and time horizons.

Dag Olov Brandfors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Commonwealth Financial Network since 2009. Outside of his advisory role, he is president and co-owner of Steilacoom Investments Co., a private entity involved in securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

James Smith is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. His prior work includes roles at Conestoga Wealth Partners, California Consulting, and Gallagher Insurance, as well as time at the University of Southern California. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm manages approximately $212.7 billion in assets and offers a broad platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Michelle Lasko is a financial advisor with Kestra Advisory holding a Series 66 designation and three years of industry experience. She previously worked at Pillar Financial Group and Commonwealth Financial Network. Outside of her advisory role, she serves as a bookkeeper for a local community owners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and various managed solutions, serving a wide range of clients including large institutional investors.

Karla Greer is a financial advisor at VOYA Financial Advisors, Inc. with 34 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Madrona Financial Group and Voya Financial Partners, LLC. Outside of her advisory work, she serves as treasurer for two homeowners associations and is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies through a mix of discretionary and non-discretionary accounts.

Samantha Schnurr is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Sincerus Advisory, LLC and FinTrust Capital Advisors, LLC. Before her financial advisory career, she held roles in the food and beverage industry. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans with diversified, risk-class based investment strategies that combine passive and active management.

Audree Bobinger is a Series 65 registered advisor with Integrated Wealth Concepts LLC, bringing one year of industry experience. Prior to joining Integrated Wealth Concepts, she worked at API Financial Advisors, LLC and Symmetry Financial Group, and served six years in the United States Navy. Bobinger also works as a life and health insurance agent. Integrated Wealth Concepts LLC 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 family office services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with both long-term and shorter-term strategies.

Henry Webb is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Empower Advisory Group, he worked at Equitable Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Dwight Anderson is a financial advisor at Integrated Wealth Concepts LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Integrated Wealth Concepts since 2019, following a two-year period at Ameriprise Financial Services, Inc. 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, and retirement plan advisory services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Christina Maddock is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. Her career includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Principal Life Insurance Company, and Hawkins-Poe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Nancy Lapointe is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Navigate Financial Inc., MSI Financial Services, Inc., and PRUCO Securities, LLC. Outside of her advisory role, she is president of Empowered Women Productions, which organizes the "Day of Empowerment" seminar, and leads Reset Build Invest Productions, a financial education initiative. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement portfolios using internally managed models or external platforms.

Rommel Garcia is a financial advisor at Key Investment Services LLC in Lacey, WA, holding Series 66 and Series 63 credentials with three years of industry experience. His prior work includes roles at KeyBank and educational institutions such as Washington State University and Pierce College. Outside of his advisory work, he also works as a delivery driver for Uber. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model combining discretionary implementation and third-party portfolio management.

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.

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.

Jacob Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. Before joining Wealth Enhancement, he worked at Alter Domus and held various roles at Anderson University and Sky Zone. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, utilizing a diversified investment approach that blends passive and active strategies and includes oversight by an internal Investment Committee.

Steve Sarwono is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding CFP® and Series 66 designations with 15 years of industry experience. He has held roles at multiple firms, including Northwest Advisor Group LLC and Batik Financial, where he is proprietor. Outside of advisory work, he is a board member and secretary for a local homeowners association and operates an online retail business selling consumer electronics and video games. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

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.

Jaime Manzo is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Key Investment Services and KeyBank since 2015. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform integrating discretionary and non-discretionary portfolio management with ancillary insurance services, supported by affiliated entities including KeyBank and KeyBanc Capital Markets.