Mary Moon is a financial advisor at Northwest Asset Management with 42 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Hightower Advisors, and Charles Schwab in various capacities. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including high-net-worth individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Peter Barnes is a CFP®-certified financial advisor with five years of industry experience, currently with Fiduciary Counselling, Inc. in Tacoma, WA. His prior experience includes roles at Parcion Private Wealth LLC and JPMorgan Chase Bank, N.A. Fiduciary Counselling, Inc. offers investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, and corporations. The firm utilizes model portfolios driven by an asset allocation methodology that includes registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

Scott Hitchcock is a financial advisor with Mariner Independent, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at RSM US Wealth Management for 19 years and Choreo, LLC for two years. Hitchcock serves as a board member of Leavenworth Adventure Park in Washington. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers integrated institutional and retirement plan resources through affiliated entities.

Julie Price is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked with Advisory Services Network, LLC and Juniper Investments & Retirement Planning, LLC since 2013. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Sonia Rogers is a financial advisor with MissionSquare Retirement in Auburn, WA, holding Series 63 and Series 65 licenses. She has 27 years of industry experience and has been with ICMA-RC Services, LLC since 1999. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Troy Dawson is a financial advisor with Capital Analysts based in Des Moines, WA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Dawson has worked with Shelgren Financial Group and Lincoln Investment Planning for 15 years. He serves on the board of directors of Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a company focused on the manufacture and distribution of a consumer retail product. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and custom advisor-managed strategies, providing both discretionary and non-discretionary investment services through a nationwide network of independent advisors and an in-house research team.

Shelby Eckhardt is a financial advisor at Northwest Asset Management with 21 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 17 years before joining Northwest Asset Management in 2019. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach, applying Modern Portfolio Theory and strategic asset allocation to construct diversified portfolios, and offers a range of services including investment management, retirement and financial planning, and ERISA consulting.

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, J.P. Morgan Securities, Chase Investment Services, and Ronald Blue & Co., among others. In addition to his advisory role, he owns and operates Guard Legacy, a business involving licensed life and disability insurance sales. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning support, and third-party insurance resource access.

Gary Brooks Jr. is a CFP® with 18 years of experience in financial advisory services. He is currently with Mission Wealth Management, LP, where he has worked since 2023. Prior to this, he was with Brooks, Hughes & Jones, Inc. for 14 years and spent one year at Commonwealth Financial Network. Outside of advisory work, he serves as an official scorer for a professional baseball club and acts as a consultant on the investment committee for a nonprofit foundation. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients such as pension plans and charitable organizations. The firm offers comprehensive wealth management and financial planning services, integrating investment management with tax, estate, legacy, philanthropy, and risk planning through both internal management and select third-party sub-advisors.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Lincoln Investment since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He previously worked at LPL Financial for 30 years and has been associated with Intervest Consultants Ltd. since 1982. Reid serves as an investor, minority partner, and board member for the nonprofit Pierce County Alliance. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation through centrally managed model portfolios, with oversight from an internal investment committee and use of third-party managers and sub-advisers.

Chad Johnson is a financial advisor at Trek Financial in Tacoma, WA, holding Series 65 and Series 66 licenses with seven years of industry experience. His career includes roles at Clear Creek Financial Management and Edward Jones, as well as seven years at First Assembly of God Life Center. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches that incorporate AI tools, quantitative models, and alternative strategies.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an investment adviser representative at Merit Financial Advisors in Tacoma, WA. Prior to joining Merit, Baylee worked at LPL Financial, Starbucks Corporation, and Wescom Credit Union. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with oversight from an internal investment management team and committee.

John Watt is a financial advisor with Northwest Asset Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Northwest Asset Management since 2012. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Hunter Klein is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various positions in transportation and logistics companies, including Alaska Railroad Corporation and Daimler Trucks NA. Outside of his advisory role, Klein manages private rental property with long-term tenants. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, incorporating both fundamental and technical analysis to build diversified portfolios.

Mary Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked within KeyBank and its affiliated firms since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. 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. The firm operates a multi-provider platform integrating KeyCorp affiliates and emphasizes non-discretionary model-based management with various wrap-fee programs.

Jason Hall is a financial advisor with D.A. Davidson & Co. holding CFP® and Series 66 designations and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Key Bank NA for 33 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

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.

Matthew Ferguson is a financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior roles include positions at LPL Financial, Purshe Kaplan Sterling Investments, and Bankers Life Securities Inc. Outside of investment advising, he is involved in the sale of fixed and traditional insurance products. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Claude Conlin is a financial advisor with VOYA Financial Advisors, Inc. based in Tacoma, WA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2000 to 2011. Conlin also operates Conlin Intellectual Capital, a consulting business focused on clients' thinking processes and goal setting unrelated to specific financial products. VOYA Financial Advisors, Inc. is an advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to implement investment recommendations.