Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Jason Dray is a financial advisor at Advisors Capital Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, PepsiCo, and Fisher Investments. Advisors Capital Management provides discretionary portfolio management and proprietary model strategies to individual and institutional clients, including high-net-worth individuals, retirement plans, and government entities. The firm operates both as an outsourced investment manager to unaffiliated RIAs and broker-dealers and as a wealth manager, employing a combination of top-down macro analysis and bottom-up fundamental, quantitative, and qualitative research.

Kimberly Ten Pas Bell is a financial advisor with Madison Avenue Securities, LLC, holding a Series 65 credential and two years of industry experience. She is also the owner and president of Navigating Financial Solutions, LLC. Prior to her advisory career, she worked for the Federal Aviation Administration for nine years and owns a personal property management business. Madison Avenue Securities, LLC provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management and consulting services through multiple account platforms and employs various investment strategies.

Alfredo Manzanarez is a financial advisor with Capital Analysts, holding a Series 66 designation and 18 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advising, he is part owner of Musically Minded, an early childhood music education business, where he assists with bookkeeping and operations, and he also owns Glacier Consulting, which helps business owners prepare for potential sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, offering custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Stephen Swadley is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, LPL Financial, and New York Life. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Steve Shelgren is a financial advisor at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation and has worked at WWR, Lincoln Investment Planning Inc., and Shelgren Financial Group, Inc. Shelgren is a limited partner in SWITFWATER, LLC & LAND WITH WATERLLC, involved in land ownership and water rights investments. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a proprietary mutual fund screening process and works closely with Lincoln Investment and custodians to provide a range of advisory solutions.

Joyce Alsbury is a financial advisor at Capital Analysts with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in insurance sales since 2014. Alsbury has been associated with Lincoln Investment Planning, Inc. since 2012. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that utilizes proprietary screening processes.

Jason Totedo is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Mutual Advisors, LLC since 2019 and previously worked at Ameriprise Financial Service, Inc. from 2012 to 2019. Outside of advising, he serves as a ski instructor for the Mohan Ski School, a nonprofit organization. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans, offering asset management, financial consulting, and ERISA plan advisory services using a combination of passive and active investment strategies tailored to client objectives.

Casey Elkins is a financial advisor at Foundations Investment Advisors LLC with five years of industry experience. He holds the Series 65 designation and has worked at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. In addition to his advisory role, he engages in fixed insurance sales, discussing fixed insurance products with clients as part of their overall financial planning. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios with discretionary or non-discretionary authority assigned to its investment adviser representatives.

Kelly Shelgren is a financial advisor with Capital Analysts in Renton, WA, holding the Series 66 designation and bringing 10 years of industry experience. He has been affiliated with Lincoln Investment since 2015 and previously operated Shelgren Financial. Shelgren is also a member and registered agent of RSA 405 LLC, managing certain regulatory filings unrelated to investment activities. Capital Analysts serves a diverse range of clients including individual and high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment team that uses proprietary screening processes and offers a range of customized portfolio solutions.

Scott Terry is a Series 65-licensed advisor with Integrity Advisory Solutions and has been in the financial services industry since 2026. He also manages Terry Wealth Management, LLC, and has a legal practice with Terry Law Firm, PLLC, continuing a legal career that began in 1997. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and uses a range of investment strategies supported by third-party platforms.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and five years of industry experience. He previously worked at Elevated Capital Advisors, LLC and has operated Mark A. Stimpson and Associates since 1980. Outside of advisory services, he is also involved in insurance sales, specifically life insurance and fixed annuities. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with an asymmetric rebalancing approach, and engages a network of affiliated offices and sub-advisers to deliver tailored investment advice.

Rory Cannon is a financial advisor with Capital Analysts who holds a Series 66 designation and has 12 years of industry experience. His previous roles include positions at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, and Charles Schwab. He is also involved as a salaried financial professional with Sagient Financial Group. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through multiple programs and relies on an in-house Investment Management & Research team to drive investment decisions.

Kurt Hilger is a financial advisor with B. Riley Wealth Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining B. Riley Wealth Advisors in 2022, he worked at National Asset Management and National Securities Corp from 2016 to 2022. He is also president of Hilger Financial PLLC, a non-investment-related entity established for accounting purposes. B. Riley Wealth Advisors provides investment advice and portfolio management to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and businesses. The firm offers multiple investment programs and manages approximately $4.21 billion in client assets through about 173 advisors.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 33 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Wayfinding Financial, Goldbloom Wealth Management, and CUNA Brokerage Services. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses model portfolios and a mix of fundamental, technical, and cyclical analysis, offering a range of services through a large network of affiliated offices.

Robin Gruber is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment Planning and NW Tax Planning. Additionally, he acts as an insurance agent for fixed life products such as fixed annuities and life insurance. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Sagepoint Financial, Inc., KMS Financial Services, Inc., and Mass Mutual. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Julie Price is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked with Advisory Services Network, LLC and Juniper Investments & Retirement Planning, LLC since 2013. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Sonia Rogers is a financial advisor with MissionSquare Retirement in Auburn, WA, holding Series 63 and Series 65 licenses. She has 27 years of industry experience and has been with ICMA-RC Services, LLC since 1999. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Lincoln Investment since 2013. Outside of advisory work, he is a member of RSA 405 LLC, which manages office lease arrangements. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs and employs an in-house investment management team that uses proprietary screening processes.