Mary Louise Nisperos Wittkopf is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and recently started her advisory career in 2025. Her prior work experience includes roles at Nalu Medical, Bontierra LLC, Golub Capital, and Kovitz Investment Group, along with academic experience at DePaul University. 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 offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards with both qualitative and quantitative investment analysis.

Derek Parsons is a Series 66-credentialed financial advisor with 14 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Wells Fargo Advisors and ongoing involvement with Moore Wealth Management, which he operates alongside his advisory work. Parsons is also an independent insurance agent. Osaic Advisory Services, LLC serves a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, leveraging enterprise scale and platform integrations to support its advisory services.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, JPMorgan Chase Bank, and Cathay Bank. 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 through a network of financial professionals. The firm employs a multi-provider model utilizing Envestnet and third-party managers and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Janine Ruland is a financial advisor with Eagle Strategies (NY Life) in Mill Creek, WA, holding a Series 63 designation and over 21 years of industry experience. She has been affiliated with New York Life Insurance and its related entities since 2005 and led Ruland Financial Strategies in 2019. Outside of her advisory role, she serves as vice-president on the board of The Pointe Home Owners Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and relationships with a wide range of institutional sponsors.

Vernon Klassen is a CFP® and ChFC® with 36 years of industry experience, currently serving with Valic Financial Advisors since 2010 and Agia since 2022. He holds Series 63 and Series 65 licenses and works in Lynnwood, WA. Klassen also acts as an agent for group and individual health insurance plans, including Medicare coverage. Valic Financial Advisors 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, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jake O'Banion is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Company, and Country Insurance & Financial Services. O'Banion is also owner and president of C1 Wealth Management and Jake O'Banion Insurance & Financial Services, where he is involved in insurance and financial services. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional entities. The firm provides a range of advisory and brokerage services, utilizing model portfolios and third-party asset managers, with a focus on combining active and passive strategies across various risk profiles.

Carrie Beede is a CFP®-credentialed financial advisor with eight years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2021. Her prior roles include positions at Miller Advisors and Prudential. Outside of her financial advisory work, she serves as a substitute organist at St. John's Episcopal Church in Snohomish, WA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm emphasizes globally diversified, risk-appropriate portfolios implemented via a mix of ETFs, index funds, separate account managers, and private funds, and provides specialized services including retirement plan consulting and tax management.

Sean Baratt is a financial advisor with Key Investment Services LLC in Seattle, WA. He holds Series 66 and Series 63 designations and has 11 years of industry experience. His career includes previous roles at Edward Jones from 2012 to 2018 and KeyBank from 2020 to 2021. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a nationwide network of financial professionals. The firm offers multiple wrap programs and partners with various custodians and managers, combining discretionary and non-discretionary portfolio management with integrated services from KeyCorp affiliates.

John De Carvalho is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. Prior to joining Integrated, he worked at Private Asset Management, Clear Coast Partners, Parcion Private Wealth, Perkins Coie LLP, and Moss Adams Wealth Advisors LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Glen Kim is a financial advisor at Independent Financial Group, LLC with a ChFC® designation and Series 66 license. He has four years of industry experience and previously worked at New York Life Insurance Company and NYlife Securities LLC. Outside of his advisory role, he is involved with U & T Financial Inc, providing life, health, and property and casualty insurance services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and active and passive exposures, utilizing both firm- and third-party models to develop customized client strategies.

Aliina Anton Erik is a financial advisor with Cetera Planning Partners and holds the PFS™ designation. She has eight years of industry experience, including roles at Avantax Planning Partners and Avantax Advisory Services. She also manages Anton-Erik & Co., PLLC, a tax, accounting, and business consulting firm. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning through a third-party provider, leveraging a diversified investment approach matched to client objectives and risk tolerances.

Brittany Kim is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Mariner Finance LLC. In addition to her advisory role, she provides notary services to D.A. Davidson clients as needed. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals.

John Kapek is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with Independent Financial Partners and has held positions at firms including Triad Advisors, Resources Investment Advisors, and LPL Financial Corporation. Kapek has also operated as a self-employed advisor since 1975. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm is known for its formal retirement-plan advisory and pension consulting services, including ERISA compliance and trustee services.

Michael Carter is a CFP® with 42 years of experience in financial advising. He has been with Money Concepts Capital Corp since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and account structures, employing model portfolios, third-party sub-advisers, and both fundamental and technical analysis.

Jodi Detwiler is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Axa Advisors. In addition to her advisory role, she is an agent appointed with Allstate Insurance, splitting medical insurance business for her clients. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation solutions under various advisory and promoter arrangements.

Kimberly Arnesen is a Senior Wealth Advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, LLC, and Rainier Financial Group. Outside of her advisory work, she is a commissioned Notary Public. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach, utilizing third-party platforms and a formal due-diligence process, and is notable for sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Sara Rasmussen is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameritas Advisory Services, COUNTRY Capital Management Company, and other firms. Rasmussen also serves as an agent for C1 Wealth Management, providing insurance services and comprehensive financial planning. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm combines firm- and third-party investment models with both active and passive strategies to create tailored portfolios and provides ongoing due diligence and monitoring.

James Simone is a CFP®, CFA®, and holds a Series 66 license with 25 years of industry experience. He currently works at Beacon Pointe Advisors, LLC and Purshe Kaplan Sterling Investments, having previously been employed at firms including Rainier Financial Group, LPL Financial, Ameriprise Financial Services, WHV Investments, and Burridge Group. He serves as a board member for Friends of Athletic Fields, a nonprofit advocacy group in Seattle. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies in both public and private asset classes.

Douglas Lambert is a financial advisor with Eagle Strategies (NY Life) based in Redmond, Washington. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, having worked with New York Life and Nylife Securities Inc. since 2004. Outside of his advisory role, Lambert is involved as an insurance broker with Lambert & Associates Northwest LLC, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.