Lisagrace Alsbury is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment since 2016. Outside of her advisory role, she provides payroll tax filing assistance as a self-employed contractor. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

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.

Ariel Romero is a financial advisor with Schwab Wealth Advisory who holds a Series 66 designation and has six years of industry experience. He previously worked for Merrill Lynch, Pierce, Fenner & Smith Inc. for 22 years before joining Schwab Wealth Advisory and Charles Schwab & Co., Inc. in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Schwab and does not directly charge clients fees, distinguishing its business model from many other enterprise wealth managers.

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.

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 Schwartz is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Outside of his advisory role, he serves as president of a financial life advisory firm used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services including financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Jay Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Stonebridge Wealth Management, National Asset Management, and National Securities Corporation. In addition to his advisory role, Mr. Schwartz is a licensed attorney and an independent insurance agent, conducting those activities separately from his investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a broad client base that includes individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, utilizing a variety of investment strategies and platforms.

Allen Lehnhoff is a CFP® certificant based in Seattle, WA, with 12 years of experience in the financial advisory industry. He has worked at Commonwealth Financial Network since 2016 and also has a role with Complete Wealth Management Solutions since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and retirement consulting, supporting advisors with trading, reporting, and householding services.

Lawrence Steele is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Valic Financial Advisors since 2010 and is also associated with AGIA, where he works with non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors and utilizes centralized technology and model solutions to manage approximately $29.2 billion for nearly 300,000 clients.

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.

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.

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.

Nathan Enzian is a financial advisor at Osaic Advisory Services, LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services, Inc. Enzian serves as Vice-Chair of the JT Sheffield Industrial Park condo association board. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

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.

George Hook III is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services, Inc. He is also the owner of an insurance agency offering long-term care, term life, health, Medicare supplement, and property and casualty insurance. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, retirement plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, combining proprietary guidance with third-party platforms and managers.