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 at Key Investment Services LLC with Series 66 credentials and one year of industry experience. Prior to joining Key Investment Services, Singh worked briefly at Equitable Advisors and KeyBank Association. Outside of finance, Singh manages a home and kitchen linen business that sells products on Amazon. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence on offered strategies.

Steve Sarwono is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding CFP® and Series 66 designations with 15 years of industry experience. He has held roles at multiple firms, including Northwest Advisor Group LLC and Batik Financial, where he is proprietor. Outside of advisory work, he is a board member and secretary for a local homeowners association and operates an online retail business selling consumer electronics and video games. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities and Empower Financial Services, Inc. Brown also spent four years at Pierce Community College prior to her financial career. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform tied to recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

James Bermingham is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at E*TRADE Capital Management, Edward Jones, and Merrill Lynch. Outside of advising, he owns an LLC used to support administrative functions related to his advisory work. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of financial planning and portfolio management services through multiple program structures, typically providing non-discretionary recommendations.

Jaime Manzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Key Investment Services and KeyBank in various capacities since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account solutions, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and integrates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Jessica Storey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, with four years of industry experience. Before joining Integrated Wealth Concepts in 2026, she worked at Zevenbergen Capital Investments LLC for seven years, as well as KMS Financial Services, Inc and Becu. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a long-term investment approach while also implementing shorter-term trades as needed.

Brighton Hollis is a Series 66 licensed financial advisor with Transamerica Financial Advisors, with three years of industry experience. Prior to his current role, he worked at equitable and BDS Analytics. He is also president of Powerfoods LLC, a pass-through entity primarily used for consulting income. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Aaron Fields is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has 14 years of industry experience, including prior roles at IFS Financial Services, Touchstone Securities, Citadel Film Group, and GWFS Equities Inc./Great West Life & Annuity Insurance Co. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Cuicui Randolph is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. She has worked in various roles within First Command entities since 2021 and also serves in the U.S. Army, where she has been a member for over 27 years. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select and manage model portfolios using approved third-party managers.

Michelle Williams is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Eagle Strategies since 2017 and also has affiliations with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2013. Outside of her advisory role, she is appointed with outside insurance carriers to broker non-registered investment-related insurance products. 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 advisors. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Steven Fattorini is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at KeyBank, Key Investment Services, E*TRADE Securities, and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Cynthia Briggs is a financial advisor at &Partners in Tacoma, WA, holding Series 63 and Series 65 designations with 34 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &Partners in 2025. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis alongside third-party strategies.

Timothy Batanian is a financial advisor with Eagle Strategies (New York Life) based in Gig Harbor, Washington. He holds Series 63 and Series 66 designations and has 34 years of industry experience. He has operated Batanian Financial Group and Batanian Family LLC since 2013. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers a range of program types and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Jae Yung Lee is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. Prior to beginning his advisory career, he served in the US Army for 22 years. His most recent roles have all been with entities affiliated with First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios and third-party managers selected by a centralized Investment Management Team.

Matthew Sinclair is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2016. Sinclair also manages Barron Financial Services as Branch Manager and is the owner of Sinclair Real Estate LLC, a short-term rental business. 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 uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Warren Mach is a financial advisor at D.A. Davidson & Co. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2010. Outside of his advisory role, he serves as CFO for Asphalt Patch Systems, a non-investment-related business based in Puyallup, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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.