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.

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.

Saul Sanchez is a financial advisor with Key Investment Services LLC in Tukwila, WA, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at KeyBank and Bank of America. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee accounts and separately managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Danny Kim is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Eagle Strategies, NYLIFE Securities, New York Life Insurance, and Equitable Advisors. In addition to his advisory role, Kim is involved in insurance brokering with outside carriers. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, separately managed accounts, and model portfolios. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and operates as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

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 a Series 66 designation and one year of industry experience. Prior to entering the financial sector, Singh worked at TripAdvisor Inc. and runs a home and kitchen linen business selling products on Amazon. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm’s approach emphasizes client-directed investment selection combined with ongoing monitoring and access to third-party discretionary managers.

Mark Niemi is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 66 credentials and over 43 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, and he has operated Niemi Investments since 1987. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models with custody arranged primarily through Schwab and Fidelity.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and concurrently affiliated with Shelgren Financial Group, Inc. since 2004. Outside of advisory work, he operates an LLC for tax purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services that include both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party strategies overseen by their Investment Management & Research team.

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.

Dennis Clavin is a CFP® professional affiliated with Commonwealth Financial Network, with 43 years of industry experience. He has been with Commonwealth since 2016 and holds Series 63 registration. Clavin owns Dennis Clavin, LLC, an entity facilitating his securities, advisory, and insurance operations. 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 comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Lisagrace Alsbury is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment since 2016. Outside of her advisory role, she provides payroll tax filing assistance as a self-employed contractor. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

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 his advisory work, he owns an LLC that manages payroll and administrative tasks for his practice. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, and corporations. The firm offers a range of investment programs combining model portfolios and manager-driven strategies, with a focus on both discretionary and non-discretionary asset management.

Ariel Romero is a financial advisor with Schwab Wealth Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not directly charge clients fees, distinguishing its business model from many other enterprise wealth managers.

Aaron Fields is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Key Investment Services in 2025, he worked at IFS Financial Services and Touchstone Securities from 2021 to 2025, Citadel Film Group from 2019 to 2021, and Gwfs Equities Inc/Great West Life & Annuity Insurance Co. from 2009 to 2019. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap‑fee programs, model portfolios, and managed accounts, combining client-directed model selection with ongoing monitoring and third-party manager access. The firm is part of the KeyCorp group and maintains relationships with affiliated entities including KeyBank and KeyBanc Capital Markets.

Michelle Williams is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Eagle Strategies since 2017 and also has affiliations with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2013. Outside of her advisory role, she is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Allen Lehnhoff is a CFP® certificant based in Seattle, WA, with 12 years of experience in the financial advisory industry. He has worked at Commonwealth Financial Network since 2016 and also has a role with Complete Wealth Management Solutions since 2021. 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 around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and retirement consulting, supporting advisors with trading, reporting, and householding services.

Lawrence Steele is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Valic Financial Advisors since 2010 and is also associated with AGIA, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

Steven Fattorini is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at KeyBank, Key Investment Services, E*TRADE Securities, and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Cynthia Briggs is a financial advisor at &PARTNERS with 34 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse clientele including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both advisory and brokerage services, employing a range of investment approaches that include proprietary and third-party strategies across fundamental, technical, and quantitative analysis.

Matthew Sinclair is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2016. Sinclair also manages Barron Financial Services as Branch Manager and is the owner of Sinclair Real Estate LLC, a short-term rental business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.