Ron Kirkpatrick is a financial advisor with Accelerate Retirement, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, along with ownership of Liberty Benefits Group, where he oversees operations and assists in sales and service. Outside of finance, he serves as a head varsity basketball coach for a high school team. Accelerate Retirement provides retirement plan consulting, investment management, financial planning, and fiduciary services to individual and institutional clients. The firm employs a long-term investment approach using customized portfolios and manages significant retirement plan assets while offering insurance services through licensed professionals.

David Harry is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds a Series 65 designation and has previously worked with DTM3 Advisors and Dtm3 Corporation. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services such as financial planning, portfolio management, and retirement plan services, typically using a fund-of-funds approach with ETFs, mutual funds, and individual securities, supported by a formal due diligence process for third-party managers.

Jennifer Laduca is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Pure Financial Advisors, LLC and has also been associated with Personal Investment Management, Inc. since 2014. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, including trusts, estates, charitable organizations, and pension plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, incorporating tax-aware techniques and specialized strategies within a multi-advisor platform.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has previously worked at Personal Investment Management, Inc. and Charles Schwab. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach overseen by an Investment Committee, utilizing modern portfolio theory, tax-aware techniques, and specialized sub-advisers.

Jan Larsen is a ChFC® credentialed financial advisor with 38 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at multiple firms, including Larsen & Warren Financial Group LLC and Larsen Christopher Benefits Group. Larsen also owns and operates Larsen & Warren Financial Group LLC, which sells New York Life products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Brett Bly is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has two years of experience in the financial industry. Prior to his current role, he worked at New York Life Securities and Westwood Mortgage. 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 investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships.

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.

Kenneth Lane III is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with firms including Warren Lane Bly Financial and NYLIFE Securities LLC. Lane is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Jake Cameron is a Series 66-licensed advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He has been with Eagle Strategies and its affiliated entities since 2025. Prior to his financial advisory role, he worked at companies including Dexian, Collabera, Appen, and DocuSign, and attended the University of Washington. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lynn Chambers is a CFP® professional with 27 years of industry experience, currently serving at Creative Planning. Prior to joining Creative Planning, Lynn worked at Waddell & Reed, Inc. and has operated several independent businesses, including LMC Strategy Services, which provides financial education on budgeting and investment basics. Lynn is also involved in distributing medical devices and managing real estate holdings. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad suite of services and affiliated legal, trust, and recordkeeping businesses.

Sasho Smileski is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and six years of industry experience. He has worked at Charles Schwab & Co., Charles Schwab Bank, Bank of America, and Merrill. Outside of his advisory role, he owns residential rental properties in Washington. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models.

Bradley Venables is a financial advisor with Empower Advisory Group in Monroe, WA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Strategic Wealth Designers, Wells Fargo Clearing, and Key Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Andrew Chhor is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-based investment approach that includes discretionary wealth management, financial planning, and outsourced CIO solutions. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Douglas Warren is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has served in various roles since 2004 with New York Life Insurance Company and its affiliates, and currently operates under Larsen & Warren Financial Group LLC, where he brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Joslin is a financial advisor at Beacon Pointe Advisors, LLC with 39 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Joslin Capital Advisors, LLC and Kms Financial Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-of-managers approach with both active and passive strategies supported by a formal due-diligence process. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Christopher Pester is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at KeyBank and TD Bank AMCB. Outside of his advisory role, he serves as a board member for The Community Gourmet, a nonprofit focused on providing meals and food preparation education, and coordinates DJs for wedding and celebration events through DOUBLE PLATINUM LLC. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and managed accounts, emphasizing client direction in investment model selection and providing access to third-party discretionary managers with ongoing monitoring and oversight.

David Monsees is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Joslin Capital Advisors, First Command financial services firms, and served in the United States Naval Reserve and active duty in the U.S. Navy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager due-diligence process and a mix of active and passive investment strategies across third-party independent managers. The firm is notable for sponsoring proprietary investment vehicles and serving as an operating general partner for multiple private funds.

Joseph Jraitiny is a financial advisor at RBC Rochdale, LLC with six years of industry experience. He holds the CFA® designation as well as Series 65 and Series 63 licenses. His prior work includes roles at CNR Securities, Freestone Capital Management, Cornerstone Advisors, and Harbourvest Partners. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs an active, multi-strategy investment approach combining quantitative and fundamental analysis, utilizing proprietary tools and working with third-party sub-advisors to create tailored portfolios.

Daniake Tews is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, she worked at Torrey Pines Distribution and Nordstrom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Alan Writer is a financial advisor with Thrivent Investment Management in Lake Stevens, WA, holding a Series 66 credential and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various financial topics without portfolio management or institutional advisory services. The firm employs a holistic, goal-based approach combining planning with managed-account options under a consolidated billing structure called “WealthPlan.”