Ashley Drogon is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo and J.P. Morgan in various advisory and banking roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.

Danielle Rose is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. She holds the Series 66 designation and has previously held various roles including training insurance agents and writing insurance products such as Medicare and life insurance at Bankers Life & Casualty, Inc. 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 blend of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

David Close is a financial advisor with PlanMember Securities Corporation in Puyallup, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior work at Barron Financial Services. Outside of advising, he has experience in various roles across hospitality and outdoor industries. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm also delivers education and support services, including seminars and personalized retirement planning.

Scott Slusser is a financial advisor with Eagle Strategies (NY Life) based in Tacoma, WA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Rockett Financial and New York Life Insurance Co. Slusser is also involved in brokering non-registered insurance products through his own firm, Slusser Financial, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types, focusing on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Jason Carlson is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Key Investment Services since 2015 and previously spent nine years at Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while facilitating access to third-party discretionary managers and providing supervisory oversight across its offerings.

Charles Clark Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently with Integrated Wealth Concepts LLC. His background includes roles at Purshe Kaplan Sterling Investments and Konvergent Wealth Partners. Outside of advisory work, Clark has experience as a fixed insurance agent. Integrated Wealth Concepts LLC 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, and family office services, employing customized portfolios and a combination of internal and third-party management strategies.

Rachel Geringer is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., KMS Financial, The Veritas Forum, and Green Lake Presbyterian Church. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary investment advice, retirement plan services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Gregory Hammontree is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Key Investment Services and its predecessor entities since 2005. Outside of his advisory role, he serves as a youth and adult soccer referee in Washington through the Pierce & Kitsap County Soccer Referee Association. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Robert Chinneth Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has no prior industry experience but served 23 years in the Washington Army National Guard and the United States Army. His background includes military service and recent attendance at the University of Washington Tacoma. First Command Advisory Services 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 a centralized Investment Management Team and Wealth Portfolio Managers.

Steven Beck is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at Montgomery Ward. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets, providing integrated financial services and supervisory oversight.

Marquis Richardson is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 65 designation and under two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Konvergent Wealth Partners and Bitwise Industries. 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, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term strategies.

Stephanie Shinn is a CFP® with 23 years of industry experience. She is currently with Narrows Financial and Commonwealth Financial Network, and has previously worked at Financial Advisory Partners and Kms Financial Services, Inc. She is a co-owner of JoLeo, LLC, an entity created for property rental in Tacoma, WA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Melissa Cournyer is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior work includes roles at Konvex Wealth, Purshe Kaplan Sterling Investments, Proequities Inc, and Bankers Life. Outside of advisory services, she is involved in a fixed insurance business. Integrated Wealth Concepts LLC 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, and family office services, emphasizing customized portfolios that use mutual funds, ETFs, equities, and fixed income with a combination of long-term and short-term trading strategies.

Zaire Keyes is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Key Investment Services, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Banc of America Merchant Services. Outside of his advisory role, he is the managing member of a real estate venture focused on property flipping, though he has not been actively engaged in this business recently. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection, provides oversight of third-party managers, and operates within the KeyCorp group, coordinating closely with affiliated banking and capital markets entities.

Cade Barrett is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at Looker Asphalt and Target. He also serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents and is appointed to write various insurance products including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach involves customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Zachary Wong is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrently worked at New York Life Insurance Company and NYLIFE Securities LLC since 2013. Outside of his advisory role, Wong is involved in insurance brokering for non-registered products and assists with managing a family rental property business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Grace Park is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 66 registrations and 20 years of industry experience. She has been with Eagle Strategies since 2018 and has worked with Nylife Securities Inc. and New York Life Insurance Company since the mid-2000s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Michael Graf is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

John Davidson is a financial advisor with Valic Financial Advisors in Gig Harbor, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Valic Financial Advisors since 2001 and also holds a non-investment agent role at Agia. Additionally, he serves as a volunteer vice president on a church board, providing guidance on budgeting and mentoring young adults. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models for portfolio construction.

Jeffrey Miner is a financial advisor with Schwab Wealth Advisory in Seattle, WA, holding a Series 66 credential and 24 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2006 and has been associated with Schwab Wealth Advisory since 2015. Outside of his advisory role, Miner is involved in real estate through ownership of two LLCs, Black Fox Properties and Red House Properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.