Erwin Reguindin is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Anchor Financial LLC, and several other firms. 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 and financial planning services, using customized portfolios comprised of mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.

Matthew Ferguson is a financial advisor at Integrated Wealth Concepts LLC in Gig Harbor, WA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Purshe Kaplan Sterling Investments, Bankers Life Securities Inc, and Bankers Life and Casualty Company. Outside of his advisory role, he is also active as a fixed insurance agent. 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 and a range of model and wrap-fee program options.

Claude Conlin is a financial advisor with VOYA Financial Advisors, Inc. based in Tacoma, WA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2000 to 2011. Conlin also operates Conlin Intellectual Capital, a consulting business focused on clients' thinking processes and goal setting unrelated to specific financial products. VOYA Financial Advisors, Inc. is an advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to implement investment recommendations.

Linda Rutledge is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of advising, she is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines investment policy statements, model portfolios, and technology-driven tools to manage accounts primarily on a non-discretionary basis, with a product offering that includes both affiliated and unaffiliated investment options.

Connor Berkery is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advisory work, he is an independent insurance agent specializing in fixed life insurance. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing a combination of in-house and third-party strategies along with technology-enabled tools to implement client-focused investment recommendations.

Teresa Murray is a financial advisor with Key Investment Services LLC in Puyallup, WA, holding Series 63 and Series 66 designations and 14 years of industry experience. Her career includes over two decades at Key Bank NA prior to joining Key Investment Services, where she has worked since 2012. 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 clients through a large network of financial professionals. The firm offers multiple wrap-fee programs supported by custodial and execution services, leveraging a multi-provider model for portfolio design and implementation.

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.

Edward Grogan IV is a CFP® and ChFC® with 33 years of industry experience. He is the president and owner of Summit Wealth Management and has been affiliated with Commonwealth Financial Network since 2005. Prior to that, he worked at Mass Mutual Investors Services from 2002 to 2005. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Austin Hill is a financial advisor with First Command Advisory Services in Lakewood, WA, holding a Series 66 designation and four years of industry experience. His prior work includes service in the U.S. Army and roles at the University of Wisconsin-Whitewater. Outside of advising, he is a member of Phoenix Firms LLC, where he assesses and votes on capital contributions for property acquisitions in Wisconsin. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Guy Ridout III is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Securities, Inc., Principal Life Insurance Company, Brighton Jones LLC, and Nationwide Investment Advisors, LLC. 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 provides discretionary investment management, financial planning, family office and retirement plan advisory services, and sponsors wrap-fee programs, offering customized portfolios primarily using mutual funds, ETFs, individual equities, and fixed income with a long-term investment approach.

Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Christina Bates is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Investment Services in various roles since 2011, including prior experience at KeyBank. 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 employs a multi-provider model for discretionary and non-discretionary investment management and integrates services from KeyCorp affiliates for investment banking and municipal advisory support.

Matthew Keen is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services, integrating with KeyCorp affiliates for additional financial and advisory capabilities.

Christine Jackson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 credentials and bringing eight years of industry experience. She has worked within various Bankers Life entities since 2011, including her current role at Bankers Life Advisory Services since 2022. Bankers Life Advisory Services, Inc. serves 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 create tailored asset allocations and manages portfolios across multiple security types to align with client goals and risk tolerances.

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 the Series 63 and Series 66 designations and has worked at KeyBank and its affiliated entities since 2016. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers a multi-provider model with discretionary and non-discretionary portfolio management, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

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 at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses and served in the US Navy for 32 years prior to his financial services career. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Kenneth Behm Jr. is a financial advisor with Planmember Securities Corporation based in Tacoma, WA. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has worked at Planmember Securities Corporation since 2005 and has owned and operated BEHM Financial since 2009, providing retirement strategies, tax and risk management, insurance and annuity services, and estate conservation primarily for educators. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios with varying levels of risk, while also providing education and support services to plan sponsors and participants.

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.