Cole Mattson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at KeyBank NA, Equitable Advisors, and various positions outside of finance, such as employment at Panowicz Jewelers and Indian Summer Golf and Country Club. 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 plans. The firm utilizes a multi-provider platform with discretionary and non-discretionary models, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Holt Wallin is an advisor at Key Investment Services LLC with a Series 66 designation and no prior industry experience. Before joining the firm, he worked in education at several schools including Oregon State University and Mountainside High School. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients. The firm offers a range of model-based advisory products through a multi-provider platform and integrates with KeyCorp affiliates for additional financial services.

Nhat Nguyen is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. 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 clients through a network of financial professionals. The firm utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, offering a variety of wrap programs alongside custodial and trade execution services.

Hyon Kim is a CFP® professional with 19 years of industry experience. He is currently with &PARTNERS and has previously worked at Fisette & Kim Financial Services, Raymond James Financial Services, key Investment Services, and Embark Financial Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies, utilizing both proprietary and third-party models, and operates under dual registration as a registered investment adviser and broker-dealer.

Jason Casey is a Series 66-licensed financial advisor with 15 years of industry experience. He has held positions at Empower Advisory Group since 2025 and previously worked at TIAA and related entities for eight years. Outside of his advisory role, he owns HOWSEY LLC, an LLC managing a short-term rental property. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, leveraging integrated platforms tied to Empower’s recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and serves a large client base with a higher client-to-advisor ratio than many peers.

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.

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.

Mark Niemi is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and having 43 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Advisors, Inc., and has been involved with his own firm, Niemi Investments, since 1987. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of programs and investment approaches, combining fundamental and technical analysis with tactical trading and access to alternative investments.

Jennifer Mc Curdy is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 1995. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm employs a multi-provider model for discretionary implementation and emphasizes wrap-fee programs, integrating services with KeyCorp affiliates.

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.

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.