Matthew Frank is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with &Partners, where he has worked since 2025. His prior experience includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary investment services using proprietary and third-party strategies.

Carmen Habenicht is a Series 66-registered financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, she worked at Equitable Advisors, LLC, and has held positions at several financial institutions including 1st Security Bank of Washington and Credit Human Federal Credit Union. In addition to her advisory role, she is involved with Shield & Sage Holdings LLC. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, emphasizing recommendation-based relationships with clients.

Nathan Enzian is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. He serves as Vice-Chair of the JT Sheffield Industrial Park Condo Association board. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Brandyn Tuttle is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies, he has held roles with Slusser Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he is also involved in operating a fireworks stand under the business name Beijing Bob's Fireworks. 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 offers multiple program types tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

David Dotson is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior experience includes roles at Cetera Advisors LLC and running his own advisory business since 1992. Outside of financial services, he is the managing member of Symbiol LLC, a company focused on converting wood waste to biofuel. 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’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.

Vincent Di Domenico is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Zetimair Wealth Management, Ameriprise Financial Services, and Luvo Wealth Advisors. He also provides pro bono financial planning through the Foundation for Financial Planning and is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual investors, institutional clients, and retirement plan sponsors. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advisory relationships.

Aubrey Wilkinson IV is a Series 66-licensed financial advisor with Valic Financial Advisors in Renton, WA, beginning in 2026. Prior to joining Valic, he operated Wilkinson Financial Group, LLC as a sole proprietor and held various roles across industries including hospitality, retail, and banking. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Valerie Laroque is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include positions at The Ascent Group, LLC, Alpha Omega Wealth, and Ameritas Life Insurance Corp. She also serves as a trustee for the Griffiths Family Trust and is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

Matthew Burklund is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Union Central Life Insurance since 2008 and Cornerstone Financial Services LLC since 2007, and he is also involved with Burklund Inc. Outside of his advisory role, he is a partner at Basin Insurance Associates, focusing on property and casualty insurance, and at CoveredNow.com, which provides health insurance services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles alongside proprietary funds and sub-advisors to implement client portfolios.

Maria Hernandez is a Series 66 licensed financial advisor with 23 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, where she has worked since 2023. Her prior work includes roles at Key Investment Services, KeyBank, Nature Coast Financial Advisors, AE Wealth Management, Lincoln Investment, Legend Advisory, and Legend Equities Corporation. 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 clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Mitchell Williams is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds the Series 66 designation and has prior experience at Equitable Advisors, LLC and KeyBank. Before entering the financial sector, he worked in the automotive industry. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment options. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing oversight, operating within the KeyCorp group and working closely with affiliated banking and capital markets entities.

Ralph Kowal is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2005, as well as Heritage Bank and Harborstone Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and more than 10,000 advisors nationwide.

Ena Dominique Villarete is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Ameriprise and Ameriprise Financial since 2016. Outside of her advisory role, she is co-owner of VH Enterprise LLC, a real estate business. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kellen Kranc is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work background includes roles at Thrivent Financial and positions in education at Pacific Lutheran University and Enumclaw High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering customized, goal-based financial analyses and planning without discretionary trading authority or portfolio management for institutional clients.

Joseph Allen is Vice President and Financial Consultant at Fidelity Investments. In this role, he provides clients and their families with access to Fidelity's extensive resources, offering personalized and dedicated relationships through collaborative and customized strategic financial planning and investment strategy development and implementation. His approach includes tracking progress towards financial goals to help clients remain confident regardless of economic conditions. Joseph has held various positions in the financial services industry, including Senior Financial Consultant at TD AMERITRADE, Vice President and Financial Advisor at Merrill Lynch, Financial Advisor at Morgan Stanley Smith Barney and Citigroup Global Markets, Client Associate roles at Morgan Stanley, and Manager at Charles Schwab. His extensive experience encompasses in-depth planning and investment strategy development. Outside of his professional work, Joseph's interests include the beach, family activities, fitness, football, music, and traveling.

Brian Carpenter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2010, serving in various roles including Vice President Branch Leader, Regional Planning Consultant, and Executive Planning Consultant. Prior to joining Fidelity, Brian worked at T. Rowe Price from 2003 to 2010 and at Charles Schwab from 2000 to 2001. Brian holds a California Insurance License. His professional experience spans financial consulting, investment counseling, and retirement planning. Outside of his professional career, Brian enjoys baseball, concerts, movies, music, traveling, and family activities. He is a father of two daughters and married to a healthcare professional.

Joshua Jun is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 19 years of industry experience. His previous roles include positions at Bankers Life Securities, Inc. and Bankers Life and Casualty Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Michael Biancosino is a CFP® with four years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Fidelity Investments and Financial Engines Advisors L.L.C. In addition to his financial career, he has worked in various capacities including at the University of San Diego and in recreational services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Eva Plaster is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. She is involved in the Viator Influencer/Partner Program based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of more than 23,700 financial advisors.

Jason Tvedt is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.