Chad Johnson is a financial advisor at Trek Financial with seven years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Trek Financial, he worked at Clear Creek Financial Management and the First Assembly of God Life Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a combination of strategic and tactical portfolio approaches, incorporating rules-based and evidence-based models alongside fundamental and technical analysis, with access to a wide range of model strategies, alternative investments, and specialized hedging techniques.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an advisor at Merit Financial Advisors. Prior to joining Merit, Baylee worked at LPL Financial and has a background that includes roles at Starbucks Corporation and Wescom Credit Union. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central Investment Management team and Investment Committee.

Mary Angela Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at KeyBank and its affiliated entities since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. 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 involvement in investment decisions while providing recommendations, monitoring, and access to third-party discretionary managers.

Jason Hall is a CFP® with five years of industry experience, currently affiliated with D.A. Davidson & Co. He previously worked at Key Bank NA for 33 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients, offering both comprehensive financial planning and specialized wealth management programs. The firm operates under fiduciary standards and integrates qualitative and quantitative analysis in its advisory services.

Erwin Reguindin is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Anchor Financial LLC, and several other firms. 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 and financial planning services, using customized portfolios comprised of mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.

Luca Procel is a financial advisor at OSAIC Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. In addition to his advisory role, he owns Procel Financial, which provides both advisory services and insurance products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Matthew Ferguson is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Purshe Kaplan Sterling Investments, and Bankers Life. Ferguson also engages in the sale of fixed and traditional insurance products. 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 services, and retirement plan advisory, employing a long-term investment approach with customizable portfolios that include mutual funds, ETFs, equities, and fixed income.

Claude Conlin is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of his advisory role, he owns and operates Conlin Intellectual Capital, a consulting business focused on client goal-setting and thought processes rather than specific investment advice. Voya Financial Advisors serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm provides advice primarily through non-discretionary relationships and operates as both an SEC-registered investment adviser and a broker-dealer.

Linda Rutledge is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based services.

Connor Berkery is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advising, he is a licensed independent insurance agent focused on fixed life insurance. Voya Financial Advisors serves a broad client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary advice through multiple program structures.

Laura Besaw is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has held prior roles at UBS, Bank of America, Merrill, and Wells Fargo. Her work history also includes a year focused on extended travel. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies that include mutual funds, ETFs, individual securities, private and alternative investments, with oversight by an Investment Policy Committee.

Edward Grogan IV is a financial advisor with Commonwealth Financial Network in Gig Harbor, WA, holding CFP® and ChFC® designations and over 32 years of industry experience. He has been with Commonwealth Financial Network since 2005 and serves as President and Owner of Summit Wealth Management, a firm facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Guy Ridout III is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Securities, Inc. and Principal Life Insurance Company, among other firms. Ridout has been with Integrated Wealth Concepts since 2024. 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 customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a focus on long-term strategies complemented by shorter-term rebalancing trades.

Christine Jackson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Bankers Life Advisory Services since 2022 and has worked at affiliated entities within Bankers Life since 2011. 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, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Luke Doremus is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Key Investment Services and KeyBank since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and supervisory oversight within the KeyCorp group.

Maxwell Graber is a financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, holding a Series 65 designation and four years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Konvergent Wealth Partners and spent two years at Nordstrom. Outside of advising, he is a fitness instructor with SHRED415. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting, using customized portfolios with a long-term approach that incorporates mutual funds, ETFs, equities, and fixed income.

Kenneth Behm Jr. is a financial advisor with Planmember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Planmember since 2005 and has owned BEHM Financial since 2009, where he provides services focused on educators, including retirement strategies, tax and risk management, and insurance products. Planmember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process utilizes a strategic asset allocation framework to manage risk-based mutual fund portfolios and supports clients with education, seminars, and personalized retirement planning.

Cory Sprott Cox is a financial advisor with Empower Advisory Group in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at GWFS Equities, Bank of America, Merrill, and Thrivent Financial. Outside of advising, he is involved in event planning and production through his ownership of Olive & Ivory, and co-owns a fitness and lifestyle coaching business in Tucson. 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, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ryan Quenneville is a CFP® and Series 66 licensed advisor with Valic Financial Advisors, based in Renton, WA. He has eight years of industry experience and has been with Valic Financial Advisors since 2017. He also has a role as an agent with AGIA, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of investment advisor representatives and employs discretionary unified managed accounts with an emphasis on centralized technology and model solutions.

Eric Daniel is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. 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 services, and sponsors wrap-fee programs, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.