Daniel Leach is a CFA® charterholder with over 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2006. He holds a Series 66 license and is based in Everett, Washington. Outside of his advisory role, he contributes to several community and nonprofit organizations, including serving on the advisory board for the City of Everett's New Markets Tax Credit Program and on the board of Providence Regional Medical Center Everett. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning, incorporating both qualitative and quantitative analysis under a fiduciary standard.

Reese Lawrence is a CFP® and Series 66-licensed financial advisor at D.A. Davidson & Co. with three years of industry experience. He has been with D.A. Davidson since 2022, following roles at E.K. Riley Investments and Harnish Auto Family. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory and planning services under fiduciary standards, employing both qualitative and quantitative analysis to recommend and monitor investments.

Luca Solimeno is a financial advisor at Key Investment Services LLC with a Series 66 designation and one year of industry experience. Prior to joining Key Investment Services, he worked at Equitable Advisors and has held various roles including referee for the Washington State Referee Association, where he is involved with youth and adult soccer leagues. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm offers multiple wrap programs supported by custodial and trade execution services and integrates resources from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Sheri Zimmerman is a financial advisor at Mariner with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and TIAA-CREF. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Pallavi Shrestha is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and the Peepal Group. Her background includes roles outside finance, such as positions at Maya DD's Restaurant and McDonald's, as well as academic experience at the University of West London and Kathmandu Model College. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolio strategies from the Key Wealth Chief Investment Office and third-party managers, offering primarily non-discretionary model-based advisory products.

Amanda Henley is a financial advisor at Empower Advisory Group with one year of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for seven years. Outside of financial services, her background includes roles in various sectors such as retail and environmental organizations. Empower Advisory Group provides financial planning and investment management mainly for employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services that combine proprietary and third-party methodologies focused on long-term portfolio returns and savings rates within a platform closely tied to Empower’s recordkeeping and administrative systems.

Kelsey Morrison is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 66 designation and previously worked for Duncan & Haley Ltd for 23 years, where she was involved in insurance and retirement plan consulting. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and other tailored solutions.

Jonathan Prinz is a financial advisor with Key Investment Services LLC based in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, and Heritage Bank. Outside of his advisory work, he serves as treasurer for the Woodbury Home Owners Association. 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. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Gerard Suarez is a financial advisor with Commonwealth Financial Network in Mountlake Terrace, WA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at Ameriprise from 1996 to 2005 before joining Commonwealth, where he has been since 2005. Suarez is also a co-owner of AMS Financial Group, LLC, a private entity operating in securities, investment advisory, and insurance services. 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 wide range of managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Robert McMahon is a CFP® professional with 25 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2000 and is the president and owner of Bob McMahon, Inc., a private entity facilitating securities and advisory business. McMahon also operates Premier Wealth Washington and sub-leases office space to an insurance agent. 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 variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by a platform that provides operations, technology, compliance, and practice-management resources.

Kenneth Lane III is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. He previously worked at Warren Lane Bly Financial and Lane Financial Strategies LLC. Kenneth is also registered as an insurance broker, brokering non-registered insurance products outside of his advisory role. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ross Rettenmier is a financial advisor with D.A. Davidson & Co. based in Everett, WA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. Rettenmier serves on various nonprofit boards, including Housing Hope and the Finance Committee of Northshore Christian Church and Academy. D.A. Davidson & Co. provides investment advisory and brokerage services to a range of clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, equity research, and specialized programs such as its Private Wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jennifer Mc Kasson is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has nine years of industry experience. She previously worked at Horace Mann Companies and Horace Mann Investors, Inc. She is also involved with the Girl Scouts of Western Washington as a troop leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.

Georgette Duleba is a financial advisor at D.A. Davidson & Co. in Everett, WA, with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments, Inc. from 2015 to 2019. She is also a beneficiary of a family trust in Arlington, WA, where she manages property inside the trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services that incorporate both qualitative and quantitative analyses, along with specialized programs for high-net-worth clients.

Grant Hartvigson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Rainier Financial Group, Inc., and LPL Financial, LLC. Outside of his advisory work, he is a board member of an online apparel retailer and serves as a managing partner in a real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-focused investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and acts as an operating general partner for multiple private funds.

Alexander Collins is a Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2014. Collins serves as President Elect of the National Association of Insurance and Financial Advisors (NAIFA) and is actively involved in local community organizations, including serving on the Finance Committee for the Woodinville Chamber of Commerce and volunteering for a political campaign. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, delivering tailored client relationships through proprietary programs, third-party platforms, and integrated financial planning solutions.

Matthew Wells is a financial advisor with Empower Advisory Group in Kirkland, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Empower, Wells held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory role, he owns an automotive business that renovates and rents vans and also provides pet sitting and dog walking services through the Rover platform. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to select IRA and retail brokerage clients. The firm’s integrated services focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Jake Cameron is a financial advisor with Eagle Strategies (New York Life) based in Lake Stevens, Washington. He holds a Series 66 designation and has been working in the financial services industry since 2026. Prior to joining Eagle Strategies, he worked at Warren Lane Bly Financial and NYLIFE Securities, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kiavash Maadanian is a financial advisor with Key Investment Services LLC, holding Series 63 and 66 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Symetra Securities. Outside of finance, he teaches music lessons to children and adults through Half Note Music Studio in Bellevue, Washington. Key Investment Services LLC is an SEC-registered adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary portfolio solutions, integrating investment and ancillary insurance services through KeyCorp affiliates.

Kurt Jonson is a CFP®-certified financial advisor with over 32 years of industry experience. He currently serves at Osaic Advisory Services, LLC and has held roles at Pacific Capital Resource Group, Inc., Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory work, he is the owner and CEO of Pacific Capital Resource Group, Inc., an insurance brokerage company. Osaic Advisory Services, LLC is an SEC-registered enterprise advisor serving a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, combining fundamental and technical analysis with access to alternative investments and institutional resources.