Georgette Duleba is a financial advisor at D.A. Davidson & Co. in Everett, WA, with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments, Inc. from 2015 to 2019. She is also a beneficiary of a family trust in Arlington, WA, where she manages property inside the trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services that incorporate both qualitative and quantitative analyses, along with specialized programs for high-net-worth clients.

Alexander Collins is a financial advisor with Guardian Life and holds a Series 66 designation. He has 24 years of industry experience, including roles at Park Avenue Securities and Penn Mutual Life Insurance Company. Collins is actively involved in professional organizations and currently serves as President Elect of NAIFA. Outside of advising, he produces a marketing podcast titled "Beer and Money" and participates in local political campaign volunteering. Park Avenue Securities LLC, where Collins practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, and investment advisory programs through a combination of proprietary and third-party models.

Paul Kennedy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Jake Cameron is a Series 66-licensed advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He has been with Eagle Strategies and its affiliated entities since 2025. Prior to his financial advisory role, he worked at companies including Dexian, Collabera, Appen, and DocuSign, and attended the University of Washington. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kiavash Maadanian is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, and Symetra Securities. Outside of his advisory role, Maadanian teaches music lessons to children and adults through Half Note Music Studio in Bellevue, Washington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client direction in model strategy selection while providing ongoing monitoring and performs due diligence on third-party advisory products.

Neha Lande is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan. In addition to her advisory work, she consults on IT services through Landersun LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

Lloyd Galbraith is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and KMS Financial Services. Outside of his advisory work, he pursues photography as a hobby, creating and selling original works that incorporate encaustic techniques. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a variety of proprietary and third-party platforms.

Sasho Smileski is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and six years of industry experience. He has worked at Charles Schwab & Co., Charles Schwab Bank, Bank of America, and Merrill. Outside of his advisory role, he owns residential rental properties in Washington. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. 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, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Joleen Yelton is a financial advisor at Commonwealth Financial Network with 15 years of industry experience and holds the Series 66 designation. She is President and Co-Owner of Focused Filial, Inc., a private entity involved in securities and advisory business. Her prior work includes positions at Sparks Financial Services, Inc. and Nordstrom-Clarins Cosmetics. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides various managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Chanell Bennett is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. as an insurance producer, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and regular portfolio monitoring.

Christopher Dime is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has held roles at LPL Financial, Mariner Independent Advisor Network, Northwestern Mutual, and other firms. In addition to his advisory work, he serves as an Assistant S4 in the United States Army Washington National Guard and creates content through the YouTube Partner Program. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, providing access to third-party asset managers and firm-managed model portfolios.

Michael Meland is a financial advisor with Eagle Strategies (New York Life) based in Seattle, WA. He holds a Series 66 designation and has 18 years of industry experience. Meland has been with Eagle Strategies since 2015 and is also affiliated with NYLIFE Securities LLC and Bond Financial since 2014. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm provides a range of program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services connected to insurance and annuity products.

Eric Mathieu is a financial advisor with Empower Advisory Group in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with GWFS Equities, Inc. since 2015. 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. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing over short-term forecasts.

Andrew Chhor is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-based investment approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Yan Lee is a Series 66 licensed financial advisor with five years of industry experience. He currently works with Key Investment Services LLC and has held positions at firms including JPMorgan Chase Bank, Fidelity Investments, and LPL Financial. Outside of his advisory role, he serves as a volunteer community advisor for Evergreen Hospital. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account offerings. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, with access to third-party discretionary managers and a focus on due diligence and supervisory oversight.

James Forsyth is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He holds Series 63 and Series 66 licenses. Forsyth is also the owner and president of James Forsyth, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Jeffrey Biermanski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2010. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Timothy Knapp is a CFP® professional with 37 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Cascadia Advisory Services, Cetera Advisors LLC, and Asset Management Strategies, Inc., where he also serves as president. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, and brokerage services through an open-architecture platform utilizing multiple custodians and third-party money managers.

Jung Lee is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Lee is involved in several business activities including ownership interests in real estate consulting and insurance marketing entities, and volunteers translating grant information for small businesses in Pierce County. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor client investment profiles.