Nathan Walters is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at Commonwealth Financial Network, LPL Financial, and ownership of Walters Wealth Management LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and large institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Donald Peck II is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. He has recently entered the financial industry following prior service roles, including positions at the Puget Sound Naval Shipyard and Unmanned Underwater Vehicle Squadron ONE. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving 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 by an internal Investment Management Team using a centralized model portfolio approach.

Nhat Nguyen is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. 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 network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, offering a variety of wrap programs alongside custodial and trade execution services.

Michael Appel is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Primerica Advisors and Principal Life Insurance Company. Outside of his advisory role, he has been involved in fixed insurance sales and is a registered agent for MKJ, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Olivia Rice is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc. for two years. Olivia is also involved with the Terrell Independent School District Excellence Foundation, where she supports the local education foundation through various administrative and promotional activities. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse range of clients, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments and donor-advised funds, utilizing a variety of investment strategies and platform integrations.

Sarah Bevins is a financial advisor with Money Concepts Capital Corp in Bremerton, WA, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Cetera Advisor Networks LLC, Bonnie Wusz & Associates, and Girard Securities. She is also involved with NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. As part of an enterprise with approximately 431 advisors managing $3.33 billion for around 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory.

Brian Felshaw is a Certified Financial Planner (CFP®) and holds a Series 66 license, with eight years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2025, following roles at Capstone Wealth Advisors, Waterfront Financial Management, LLC, and Morgan Stanley. Prior to his financial career, he spent five years affiliated with Brigham Young University and a year with BYU Police MTC security. 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 and utilizes a diversified investment approach blending passive and active management, supported by an internal Investment Committee and various implementation tools.

Kevin Pentz is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wealthmark Advisors, Wealth Solutions By Design, PLLC, THRIVENT Financial, and Thrivent Investment Management Inc. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

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.

Frank Gambardella is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 23 years of industry experience. He has worked at several firms including EverTrail Wealth Management, Kitsap Investment Services, Financial Advocates Investment Management, and LPL Financial. Outside of his advisory role, he serves as a Junior Official with the Peninsula Football Officials Association in Bremerton, WA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, offering a variety of investment options tailored to client goals and risk tolerance.

Sierra Walley is a financial advisor at Key Investment Services LLC with Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at KeyBank, Wells Fargo, U.S. Bancorp Investments, and First Fed. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary implementation by Envestnet with portfolio strategies from the Key Wealth Chief Investment Office and third-party managers.

Noemi Chaparro is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at DPA Wealth Partners and Securian Advisors Northwest, with prior roles including Minnesota Life Agent positions. Chaparro also engages in fixed insurance sales as an outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing over $212 billion in client assets.

Christian Drew is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Key Investment Services since 2016. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC is an SEC-registered investment adviser serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers model-based portfolio management and multiple wrap-fee programs, utilizing a multi-provider platform and integration with KeyCorp affiliates for due diligence and advisory services.

Emma Brezler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth and Wealth Solutions...By Design, she spent several years involved in education at George Fox University and Olympic College. Her background also includes homeschooling over a 13-year period. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Susan Mccoy is a financial advisor with Money Concepts Capital Corp in Silverdale, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Money Concepts Capital since 2005. Outside of her advisory role, she is president and owner of SGM Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through a variety of managed programs, utilizing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

James Logan is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he served eight years with the US Navy at the Puget Sound Naval Shipyard. He is involved in community and political organizations, serving as an officer for FairVote Washington and the Libertarian Party at both the county and state levels. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, employing a centralized team for portfolio management and using a prescribed selection of third-party managers.

Jay Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior firms include Stonebridge Wealth Management, National Asset Management, and UBS Financial Services. In addition to his advisory role, Mr. Schwartz is a licensed attorney and an independent insurance agent, with these activities conducted separately from his investment advisory services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party technology platforms and managers to implement a range of investment strategies.

William Weeks is a financial advisor with Commonwealth Financial Network in Silverdale, WA, holding Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Wealthmark Advisors and Thrivent Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

John Aronson is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. His prior experience includes roles at Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services, Inc. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios.

Jeffrey Anderson is a CFP® professional with 22 years of experience in the financial industry. He has worked at Rockefeller Financial LLC since 2021, and previously spent 14 years at UBS Financial Services Inc. and 3 years at Merrill. He is based in Bainbridge Island, WA, and holds the Series 66 designation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services, including investment banking and placement of alternative investment vehicles.