Donald Peck II is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. He has recently entered the financial industry following prior service roles, including positions at the Puget Sound Naval Shipyard and Unmanned Underwater Vehicle Squadron ONE. First Command Advisory Services, Inc. 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 provides financial planning and multiple wrap-fee asset management programs managed by an internal Investment Management Team using a centralized model portfolio approach.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Yulia Aiden is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 66 licenses and having nine years of industry experience. She has been with TIAA-CREF Individual & Institutional Services, LLC since 2017. Previously, she operated a business called Vino & Picasso from 2013 to 2018. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, and corporate entities, often serving clients with existing relationships through TIAA-administered retirement plans. The firm separates one-time planning services from ongoing portfolio management and acts as adviser to a donor-advised fund while employing a fiduciary standard on its RIA services.

Patrick Bevan is a CFP® professional with two years of industry experience, currently serving at Corient in Seattle, WA. His work history includes roles at Corient Services LLC, CWM, LLC, and Carson Wealth, preceded by four years each at Creighton University and Seattle Preparatory School. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party manager solutions, employing risk management tools and stress testing to align portfolios with client objectives.

Chanell Bennett is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. as an insurance producer, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and regular portfolio monitoring.

Christopher Dime is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Northwestern Mutual, and Mariner Independent Advisor Network, among others. Dime serves as an Assistant S4 in the United States Army Washington National Guard, a role he has held since 2015. He is also a content creator for the YouTube Partner Program. Private Advisor Group, LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, using a variety of investment strategies and technology platforms, and leverages third-party managers and TAMPs to deliver tailored investment solutions.

Matthew Day is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Columbia Pacific Wealth Management prior to joining Corient. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools to align portfolios with client objectives.

Timothy Headings is a financial advisor with TIAA-CREF in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with TIAA-CREF and Tiaa since 2017. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected with TIAA-administered employer retirement plans, as well as to trusts, estates, and other entities. The firm’s advisory model distinguishes between one-time planning services and ongoing discretionary management, using both model portfolios and customized strategies.

John Trask is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with TIAA-CREF since 2011. The firm serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often working with clients who have pre-existing relationships through TIAA-administered employer retirement plans. TIAA-CREF provides financial planning, discretionary managed account programs, and separate broker-dealer services, with a fiduciary standard applied to its registered investment adviser offerings.

Julia Penwell is a CFP® professional with four years of industry experience, currently with Wealthspire Advisors. She previously worked at Private Ocean for five years and has held various roles including positions at Lakeview Financial and Central Washington University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients across individual, corporate, nonprofit, and pension segments. The firm uses an institutional-style asset allocation approach and offers comprehensive wealth management and financial planning services.

Michael Meland is a financial advisor with Eagle Strategies (New York Life) based in Seattle, WA. He holds a Series 66 designation and has 18 years of industry experience. Meland has been with Eagle Strategies since 2015 and is also affiliated with NYLIFE Securities LLC and Bond Financial since 2014. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm provides a range of program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services connected to insurance and annuity products.

Eric Mathieu is a financial advisor with Empower Advisory Group in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing over short-term forecasts.

Olivia Rice is a financial advisor at Osaic Advisory Services, LLC with three years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc. for two years. Olivia is also involved with the Terrell Independent School District Excellence Foundation, where she supports the local education foundation through various administrative and promotional activities. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse range of clients, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers representative-managed programs, third-party manager and wrap programs, retirement plan consulting, and access to alternative investments and donor-advised funds, utilizing a variety of investment strategies and platform integrations.

Petra Ljubic Lane is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors since 2022, following seven years at Cpwm, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Brian Felshaw is a Certified Financial Planner (CFP®) and holds a Series 66 license, with eight years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2025, following roles at Capstone Wealth Advisors, Waterfront Financial Management, LLC, and Morgan Stanley. Prior to his financial career, he spent five years affiliated with Brigham Young University and a year with BYU Police MTC security. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach blending passive and active management, supported by an internal Investment Committee and various implementation tools.

Brian Huddleston is a Series 65 licensed advisor with Bankers Life Advisory Services, Inc., based in Lynnwood, WA, and has one year of industry experience. His prior roles include positions at Sawston Wealth Management LLC and Brand Asset Partners, as well as corporate experience with Parsons Xtreme Golf and WestRock. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Kevin Pentz is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wealthmark Advisors, Wealth Solutions By Design, PLLC, THRIVENT Financial, and Thrivent Investment Management Inc. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Beau Rezek is a financial advisor at Wealthspire Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Hightower Advisors and Brighton Jones. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework that incorporates mutual funds, ETFs, private investments, and external account managers subject to centralized due diligence and oversight.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding Series 66 and Series 65 licenses with four years of industry experience. Prior to joining Beacon Pointe Advisors in 2023, he worked at BNY Mellon for 15 years and Citigroup Global Markets for two years. He is also currently affiliated with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across public and private assets.

Frank Gambardella is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 23 years of industry experience. He has worked at several firms including EverTrail Wealth Management, Kitsap Investment Services, Financial Advocates Investment Management, and LPL Financial. Outside of his advisory role, he serves as a Junior Official with the Peninsula Football Officials Association in Bremerton, WA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, offering a variety of investment options tailored to client goals and risk tolerance.