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 Edward Jones, Bank of America/Merrill Lynch, and E*TRADE. Outside of advising, he owns an LLC used to manage administrative support for his advisory practice and is involved in fixed insurance sales. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, primarily offering non-discretionary investment recommendations.

Jaime Manzo is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2015. 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 brokerage and insurance products. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight while collaborating closely with affiliated entities within the KeyCorp group.

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 at Key Investment Services LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Key Investment Services in 2025, he worked at IFS Financial Services and Touchstone Securities from 2021 to 2025, Citadel Film Group from 2019 to 2021, and Gwfs Equities Inc/Great West Life & Annuity Insurance Co. from 2009 to 2019. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap‑fee programs, model portfolios, and managed accounts, combining client-directed model selection with ongoing monitoring and third-party manager access. The firm is part of the KeyCorp group and maintains relationships with affiliated entities including 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 with 34 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse clientele including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both advisory and brokerage services, employing a range of investment approaches that include proprietary and third-party strategies across fundamental, technical, and quantitative analysis.

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.

Troy Dawson is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been associated with Shelgren Financial Group and Lincoln Investment Planning since 2011. Outside of advisory work, 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 involved in manufacturing and distributing a consumer retail product. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research 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. in Tacoma, WA, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with D.A. Davidson & Co. since 2010. Outside of his advisory role, he serves as CFO of Asphalt Patch Systems, a non-investment-related corporation based in Puyallup, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

Matthew Frank is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with &PARTNERS, having joined in 2025. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 16 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party investment strategies through the Envestnet platform.

Carmen Habenicht is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, she worked at Equitable Advisors, LLC and has experience at 1st Security Bank of Washington and Credit Human Federal Credit Union. Outside of her advisory role, she is involved with Shield & Sage Holdings LLC. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, mainly providing non-discretionary, recommendation-based advice.

Brandyn Tuttle is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies, he has held roles with Slusser Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he is also involved in operating a fireworks stand under the business name Beijing Bob's Fireworks. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Krista Galanin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with Key Investment Services since 2010. Outside of her advisory role, she is a business partner in SNW Construction LLC with her husband. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while offering access to third-party discretionary managers and maintains affiliations with KeyCorp, KeyBank, and KeyBanc Capital Markets.