Keith Capasso is a financial advisor at Corient with 21 years of industry experience. He holds a Series 65 designation and has worked at firms including Columbia Pacific Wealth Management and CIPW Service Company. Capasso is based in Seattle, WA. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach, combining in-house strategies with third-party managers and employs continuous portfolio monitoring and risk management tools.

Erin Caldwell is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. She has diversified experience from roles in education and retail, including positions at Starbucks and local school districts, as well as entrepreneurial ventures such as Styled & Inspired. Caldwell has been with Commonwealth Financial Network and Wealthmark Advisors since 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad range of investment and support services, including managed-account programs, third-party asset manager access, and retirement consulting.

Jeffrey Harvey is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been associated with Principal Life Insurance Company and Principal Securities Inc. since 2011. Harvey also serves as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Luca Solimeno is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at Equitable Advisors and has held various roles including referee for the Washington State Referee Association, where he is involved with youth and adult soccer leagues. 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 clients through a large network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Sheri Zimmerman is a financial advisor at Mariner with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and TIAA-CREF. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Pallavi Shrestha is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and the Peepal Group. Her background includes roles outside finance, such as positions at Maya DD's Restaurant and McDonald's, as well as academic experience at the University of West London and Kathmandu Model College. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolio strategies from the Key Wealth Chief Investment Office and third-party managers, offering primarily non-discretionary model-based advisory products.

Michael Alfstad is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been president and owner of Alfstad Capital, LLC since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance services.

James Harvey is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Commonwealth since 2021 and has previous experience with Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory work, he is a woodworker with Sweet Cedar Woodworking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Blake Barr is a CFP® professional with 16 years of experience in the financial services industry. He currently works at Wealthspire Advisors and has held roles at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services. Wealthspire Advisors is an SEC-registered investment adviser managing approximately $34.3 billion in assets and serving nearly 9,700 clients, including high-net-worth individuals, corporate and pension plans, nonprofits, and foundations. The firm uses an institutional-style asset allocation approach with a diverse mix of investments and provides tailored wealth management and retirement-plan consulting services.

Sasha Whyte is a financial advisor at TIAA-CREF in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. She has been with TIAA-CREF and TIAA since 2018 and previously worked at Wells Fargo and Wells Fargo Clearing. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and corporate entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, and it also serves as adviser to a donor-advised fund.

Marcio Bartkevicius Cruz is a financial advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses. He has experience working with First Command entities since 2025 and previously worked at Alto Valor Assessoria de Investimentos Ltda and Ecolab Quimica Ltda. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Kelsey Morrison is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 66 designation and previously worked for Duncan & Haley Ltd for 23 years, where she was involved in insurance and retirement plan consulting. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and other tailored solutions.

Jonathan Prinz is a financial advisor with Key Investment Services LLC based in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, and Heritage Bank. Outside of his advisory work, he serves as treasurer for the Woodbury Home Owners Association. 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. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Dana Clay is a Series 66 licensed financial advisor at First Command Advisory Services with 14 years of industry experience. She has been with First Command since 2015. Clay serves as a director and immediate past president of the Kitsap Chapter of the Military Officers Association of America, acts as president of the Washington State Council of Chapters MOAA, and is an ambassador for the Women in Military Service for America Memorial Foundation in Washington State. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Gerard Suarez is a financial advisor with Commonwealth Financial Network in Mountlake Terrace, WA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at Ameriprise from 1996 to 2005 before joining Commonwealth, where he has been since 2005. Suarez is also a co-owner of AMS Financial Group, LLC, a private entity operating in securities, investment advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Robert McMahon is a CFP® professional with 25 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2000 and is the president and owner of Bob McMahon, Inc., a private entity facilitating securities and advisory business. McMahon also operates Premier Wealth Washington and sub-leases office space to an insurance agent. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by a platform that provides operations, technology, compliance, and practice-management resources.

Jennifer Mc Kasson is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has nine years of industry experience. She previously worked at Horace Mann Companies and Horace Mann Investors, Inc. She is also involved with the Girl Scouts of Western Washington as a troop leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.

Frank Warner is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with The Leaders Group Inc. since 2002 and operates a CPA practice specializing in tax returns and tax advice since 1979. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach includes manager selection, ongoing monitoring, and asset allocation-based portfolio construction, supported by fundamental analysis and Modern Portfolio Theory.

Michael Zarlengo is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms, including Bank of America, Merrill, Charles Schwab, and TD Ameritrade. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management with a fiduciary standard applied to its advisory services.

Cary Doerr is a financial advisor with TIAA-CREF in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has been with TIAA-CREF since 2013. Outside of his advisory role, he has a rental property investment. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and various institutional clients, often those connected to TIAA-administered retirement plans. The firm combines point-in-time planning services with ongoing portfolio management and acts as adviser to a donor-advised fund.