Norman Harris is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities LLC and JPMorgan Chase Bank. Outside of finance, he has authored and published fiction novels through his own publishing business since 2000. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment model selection with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Marquis Richardson is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 65 designation and under two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Konvergent Wealth Partners and Bitwise Industries. 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, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term strategies.

Stephanie Shinn is a CFP® with 23 years of industry experience. She is currently with Narrows Financial and Commonwealth Financial Network, and has previously worked at Financial Advisory Partners and Kms Financial Services, Inc. She is a co-owner of JoLeo, LLC, an entity created for property rental in Tacoma, WA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Melissa Cournyer is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. Her prior work includes roles at Konvex Wealth, Purshe Kaplan Sterling Investments, Proequities Inc, and Bankers Life. Outside of advisory services, she is involved in a fixed insurance business. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, emphasizing customized portfolios that use mutual funds, ETFs, equities, and fixed income with a combination of long-term and short-term trading strategies.

Tyler Clavin is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2020, including time with Complete Wealth Management Solutions and Dennis Clavin LLC. Prior to his advisory career, he held positions at Meridian Valley Country Club, Big Al's Bowling, and Columbia Edgewater Country Club. 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 range of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Zaire Keyes is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Key Investment Services, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Banc of America Merchant Services. Outside of his advisory role, he is the managing member of a real estate venture focused on property flipping, though he has not been actively engaged in this business recently. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection, provides oversight of third-party managers, and operates within the KeyCorp group, coordinating closely with affiliated banking and capital markets entities.

Cade Barrett is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at Looker Asphalt and Target. He also serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents and is appointed to write various insurance products including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach involves customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

Zachary Wong is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrently worked at New York Life Insurance Company and NYLIFE Securities LLC since 2013. Outside of his advisory role, Wong is involved in insurance brokering for non-registered products and assists with managing a family rental property business. 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 emphasizes tailored advice through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Grace Park is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 66 registrations and 20 years of industry experience. She has been with Eagle Strategies since 2018 and has worked with Nylife Securities Inc. and New York Life Insurance Company since the mid-2000s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

Michael Graf is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

John Davidson is a financial advisor with Valic Financial Advisors in Gig Harbor, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Valic Financial Advisors since 2001 and also holds a non-investment agent role at Agia. Additionally, he serves as a volunteer vice president on a church board, providing guidance on budgeting and mentoring young adults. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, using Envestnet-developed UMA models for portfolio construction.

Jeffrey Miner is a financial advisor with Schwab Wealth Advisory in Seattle, WA, holding a Series 66 credential and 24 years of industry experience. He has worked at Charles Schwab and its affiliated entities since 2006 and has been associated with Schwab Wealth Advisory since 2015. Outside of his advisory role, Miner is involved in real estate through ownership of two LLCs, Black Fox Properties and Red House Properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Song Yi is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this, Song worked at USAA Financial Advisors, Inc. for seven years. Based in Lakewood, WA, Song holds the Series 66 credential in addition to the CFP® designation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, utilizing proprietary research tools and model portfolios while leaving final investment decisions to clients.

Lisa Mc Cann is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Empower Advisory Group and Empower Financial Services, where she has been since 2022. Prior to that, she worked at Edward Jones from 2019 to 2022. Outside of her financial advisory role, she coaches group fitness classes at The Roost CrossFit. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Nhat Nguyen is a financial advisor at Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts, emphasizing client-directed model selection and ongoing portfolio monitoring. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

Christopher Muller is a financial advisor with First Command Advisory Services in Lakewood, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also has concurrent roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. since 2013. First Command Advisory Services 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 using model portfolios and third-party managers selected by a centralized Investment Management Team.

Kyle Lapastora is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., having joined the firm in 2026. He previously worked for Washington State Department of Social and Health Services for 11 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients' goals and risk tolerances.

Dag Olov Brandfors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Commonwealth Financial Network since 2009. Outside of his advisory role, he is president and co-owner of Steilacoom Investments Co., a private entity involved in securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and TD Ameritrade. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by financial professional recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.