William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

Thomas McDonnell is a CFP®-credentialed financial advisor at Merit Financial Advisors with 16 years of industry experience. His career includes positions at Morgan Stanley, Lido Advisors, and a lengthy tenure at E*TRADE Capital Management. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable model allocations.

Paul Ferguson is a financial advisor at American Independent Securities Group, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with American Independent Securities Group since 2007. Outside of his advisory role, he owns Ferguson and Associates, a marketing business focused on lifestyle magazine promotion, and is involved in health and dental insurance sales on a limited basis. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on either a discretionary or non-discretionary basis.

Lei Jiao is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Innovation Partners LLC and as a self-employed advisor. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers discretionary portfolio management and access to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Kara Mitchell is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and having eight years of industry experience. She is also the president and owner of GoldenCrest Consulting, a business consulting and lead generation firm serving small business owners in various fields. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, alternative investment options, and a web-based practice platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

Aaron Yoon is a CFP® and ChFC® with 16 years of experience in the financial services industry. He has worked at Edward Jones for 16 years before joining &Partners in 2025. Outside of his advisory role, he is the sole member of two LLCs involved in managing real estate properties. &Partners serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, and retirement plan consulting through a combination of proprietary and third-party strategies with ongoing monitoring and periodic reviews.

John Delafield is a CFP® professional with two years of industry experience, currently advising at Beacon Pointe Advisors, LLC in Seattle, WA. He has held roles at Beacon Pointe Advisors since 2023 and has prior work experience at Colorado College and Lakeside High School. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced CIO services to a diverse clientele, including high-net-worth individuals, corporations, pension plans, and other institutional investors. The firm integrates active and passive strategies across public and private asset classes, utilizing a combination of proprietary asset-allocation models and third-party independent managers.

Jeffrey Moseley is a financial advisor with Beacon Pointe Advisors, LLC in Seattle, WA. He holds the CFA® designation and Series 63 license and has industry experience beginning in 2026. Prior to joining Beacon Pointe Advisors, he worked at BNY Mellon, NA from 2017 to 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private assets.

Jan Larsen is a ChFC® credentialed financial advisor with 38 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at multiple firms, including Larsen & Warren Financial Group LLC and Larsen Christopher Benefits Group. Larsen also owns and operates Larsen & Warren Financial Group LLC, which sells New York Life products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Ryan Burklo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at both firms since 2014 in various roles. Outside of his advisory work, Burklo hosts two podcasts, Beer and Money and Holistic Finance, and serves as a junior varsity basketball coach. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory relationships with a range of model portfolios and a hybrid digital advisory solution called VestWise™.

Mahala Murphy Martin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and 11 years of industry experience. She is also active as a fire commissioner for District 3 in Leavenworth and serves as president of the Leavenworth Rotary Club. Additionally, she holds board positions with The Dwelling Place, an adult group home, and the Icicle Creek Center for the Arts. PlanMember provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Jeffrey Decker is a financial advisor with D.A. Davidson & Co. in Everett, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with D.A. Davidson & Co. since 1999. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Daniel Talcott is a financial advisor with PlanMember Securities Corporation in Bothell, WA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with PlanMember since 2015 and operates several businesses outside the firm, including co-owning a bed and breakfast and serving as a sports official in basketball, softball, and baseball. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management under ERISA Section 3(38) and a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation process supported by ongoing education and service to plan sponsors and participants.

Naixin Li is a financial advisor with Eagle Strategies (NY Life) based in Kirkland, WA, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. Prior to joining Eagle Strategies in 2023, Li has been associated with Nylife Securities, LLC and New York Life Insurance since 2015. Outside of advising, Li works as an independent photographer for local events and community activities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations, primarily managing assets on a non-discretionary basis.

Brett Bly is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has two years of experience in the financial industry. Prior to his current role, he worked at New York Life Securities and Westwood Mortgage. Eagle Strategies serves a broad mix 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 tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships.

Eric Jacobsen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Commonwealth since 2017 following a year at Signator Investors, Inc., and has also served as Owner and President of Seaway Financial since 2003. 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 around $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Fred Sirianni is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning, and is notable for its involvement in municipal advisory and underwriting activities as well as its private wealth planning program.

Matthew Fox is a financial advisor with \u0026PARTNERS in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Bank of America N.A. and Merrill. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing both proprietary and third-party strategies through discretionary and non-discretionary platforms.

Jordan Pankratz is a financial advisor with Key Investment Services LLC in Redmond, WA. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Bank of America, Merrill, Frost Bank, and work in collegiate athletics and student accounts administration at Texas A&M Commerce and the University of Texas Arlington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed account offerings. The firm emphasizes client-directed investment decisions supported by recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Jesse Bond is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been involved with Eagle Strategies since 2006 and operates Bond Financial, PLLC, which provides insurance brokering services. Outside of his advisory work, Bond serves on the board of Transforming Age and volunteers with Full Life Care, as well as coaching girls' basketball at Lakeside Middle School. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice primarily through non-discretionary accounts and maintains a broad network of affiliated advisers within the New York Life affiliate structure.