Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, TD Ameritrade, and Merrill. 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 plan clients through a network of financial professionals. The firm uses a multi-provider model and offers wrap programs supported by affiliated insurance products and custodial services from Pershing.

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 at VOYA Financial Advisors, Inc. with 34 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Madrona Financial Group and Voya Financial Partners, LLC. Outside of her advisory work, she serves as treasurer for two homeowners associations and is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies through a mix of discretionary and non-discretionary accounts.

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 Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Empower Advisory Group, he 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’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

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.

Saul Sanchez is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at KeyBank and Bank of America. 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 plan clients through a network of financial professionals. The firm offers multiple wrap-fee programs and utilizes a multi-provider model combining in-house and third-party strategies with custodial and trade execution services.

Cole Emry is a financial advisor at Key Investment Services LLC in Tacoma, WA, holding a Series 66 designation with four years of industry experience. His work history includes roles at KeyBank, Wells Fargo Clearing, and Wells Fargo Bank, NA. 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 plans through a network of financial professionals. The firm uses a multi-provider platform combining discretionary implementation by Envestnet with strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Danny Kim is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His career includes roles at KeyBank Association, Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors. He has also been involved with the Oregon SDA Conference for over two decades. Outside of advisory work, Kim is appointed with outside carriers to broker non-registered insurance products. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap fee programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates to provide a multi-provider model and specialized financial services.

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 with Key Investment Services LLC in Des Moines, WA, holding the Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, Singh worked at KeyBank Association and Equitable Advisors. Outside of finance, Singh manages a home and kitchen linen business selling products on Amazon. Key Investment Services LLC is an SEC-registered adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform and a non-discretionary, model-based investment approach integrated with KeyCorp affiliates.

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.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and previously worked at Shelgren Financial Group, Inc. from 2004 to 2009. Outside of advising, he maintains an ownership interest in an LLC used for tax purposes. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and access to third-party managers.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 66 and Series 63 credentials. Her prior work includes roles at Empower Financial Services, Inc. and GWFS Equities, Inc., as well as four years at Pierce Community College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage accounts. The firm’s integrated approach links financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

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 worked at Lincoln Investment since 2016. Alsbury also provides occasional payroll tax filing assistance as a self-employed contractor. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

James Bermingham is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Voya Financial Advisors, Inc. and has previously held roles at E*TRADE Capital Management, Edward Jones, and Merrill Lynch. Outside of advising, he is the owner of an LLC that manages payroll and tax filings for his administrative assistant. Voya Financial Advisors, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm uses a combination of in-house and third-party strategies, with many client relationships managed on a non-discretionary basis and supported by technology-enabled tools.

Ariel Romero is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds a Series 66 designation and previously worked at 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 and financial planning services to clients enrolled in the Schwab Wealth Advisory program, relying on Charles Schwab & Co.'s asset-allocation models and internal research tools to tailor recommendations based on each client’s goals and risk tolerance.

Aaron Fields is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 credentials and 14 years of industry experience. His work history includes roles at IFS Financial Services, Touchstone Securities, Citadel Film Group, and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a broad network of financial professionals. The firm operates multiple wrap programs and utilizes a multi-provider platform that combines discretionary implementation with non-discretionary model selection, supported by affiliated banking and capital markets services.

Cuicui Randolph is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. She has worked in various roles within First Command entities since 2021 and also serves in the U.S. Army, where she has been a member for over 27 years. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select and manage model portfolios using approved third-party managers.