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.

Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and TD Ameritrade. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by financial professional recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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.

John Pettit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Principal Securities since 2016 and Union Financial Inc since 2015, with prior experience at Principal Life Insurance Company from 2013 to 2021. Outside of advising, he manages a rental property in Puyallup, WA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Karla Greer is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including prior work at Madrona Financial Group. Outside of her advisory role, she is an independent insurance agent and serves as treasurer for two homeowners associations. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures with a focus on recommendation-based, non-discretionary advice.

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.

Darren Dindinger is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Allworth Financial, he worked for the Paul R. Ried Financial Group, LLC and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model strategies with both discretionary and non-discretionary management and offers specialized approaches such as buffered equity ETFs and options-based overlays.

Henry Webb is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously 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 uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

John Flaherty is a financial advisor with Brookstone Capital Management LLC in Sumner, WA, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked with Brookstone Capital Management since 2014 and has a longer tenure at Ameritas / Union Central beginning in 2005. Outside of advisory work, he serves as a Director of Management for a district in McKinney in the insurance sales business specializing in health, term, and fixed rate annuities. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models, utilizes various investment vehicles including ETFs and mutual funds, and offers discretionary portfolio management through its BCM Platform and wrap-fee programs.

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 with four years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services, KeyBank, and Wells Fargo in various capacities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and collaborating closely with affiliated entities.

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.

Yashasvi Singh is a financial advisor at Key Investment Services LLC with Series 66 credentials and one year of industry experience. Prior to joining Key Investment Services, Singh worked briefly at Equitable Advisors and KeyBank Association. Outside of finance, Singh manages a home and kitchen linen business that sells products on Amazon. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence on offered strategies.

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.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities and Empower Financial Services, Inc. Brown also spent four years at Pierce Community College prior to her financial career. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform tied to recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

James Bermingham is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at E*TRADE Capital Management, Edward Jones, and Merrill Lynch. Outside of advising, he owns an LLC used to support administrative functions related to his advisory work. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of financial planning and portfolio management services through multiple program structures, typically providing non-discretionary recommendations.

Jaime Manzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Key Investment Services and KeyBank in various capacities since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account solutions, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and integrates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Jessica Storey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, with four years of industry experience. Before joining Integrated Wealth Concepts in 2026, she worked at Zevenbergen Capital Investments LLC for seven years, as well as KMS Financial Services, Inc and Becu. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a long-term investment approach while also implementing shorter-term trades as needed.

Brighton Hollis is a Series 66 licensed financial advisor with Transamerica Financial Advisors, with three years of industry experience. Prior to his current role, he worked at equitable and BDS Analytics. He is also president of Powerfoods LLC, a pass-through entity primarily used for consulting income. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.