Brandon Bules is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and two years of industry experience. He has a background that includes service in the United States Army from 1992 to 2018 and management roles in both the investment and farming sectors. His other business activities include farming operations through Bules Farms, LLC, and estate planning consultation with Integrated Trust Systems. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and utilizes various investment strategies alongside third-party platforms.

Belle Crause is a financial advisor with Integrity Advisory Solutions in Puyallup, WA, holding a Series 65 credential and three years of industry experience. Prior to joining Integrity Advisory Solutions, she worked at Burlington Alliance Capital Management and operated as an independent agent. She is co-owner of an insurance agency providing life, health, and annuity products, and also serves as an estate planning advisor. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using various asset allocation frameworks and third-party platforms.

Born and raised in Fairbanks, Alaska, Sean A. Hummel, CFP®, grew up with a strategist's mind and a heart for service. A collegiate athlete and Eagle Scout, he learned early how to stay calm under pressure, lead with intention, and help others rise to their challenges. Those qualities ultimately drew him toward personal financial planning in college, where he realized his natural strengths in strategy and problem-solving could make a meaningful difference in people's lives. Sean began his career with McKinley Capital Management in Anchorage and later joined Merrill Lynch, where he helped clients navigate their most important financial decisions. Over time, however, he saw the industry drifting away from authentic personal service. Determined to change that, he first launched Hummel Planning and later founded Ten Ring Wealth Advisors in 2025; an independent, flat-fee, fee-only firm built to restore transparency, precision, and unwavering client-first guidance. Today, Sean leads Ten Ring with the same intentionality he brings to his life outside the office, where he and his wife, Aly (often with their golden-doodle Avicii in tow) travel the world, hike mountain ranges, scuba dive, ski, and explore new cultures. A passionate archer and lifelong adventurer, Sean channels that same focus and discipline into helping families achieve true financial sovereignty. At Ten Ring, his mission is simple: empower clients to live life on their terms, aim boldly at their goals, and hit the bullseye with confidence.

David Lloyd is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at firms including MissionSquare Wealth Management, MWA Financial Services Inc., and SRQ Wealth Advisory, LLC. He is based in Puyallup, WA. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Joshua Bauer is a financial advisor with Eagle Strategies (NY Life) based in Enumclaw, WA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Bauer has been affiliated with New York Life Insurance Company since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Teresa Murray is a financial advisor with Key Investment Services LLC in Puyallup, WA, holding Series 63 and Series 66 designations and 14 years of industry experience. Her career includes over two decades at Key Bank NA prior to joining Key Investment Services, where she has worked since 2012. 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 clients through a large network of financial professionals. The firm offers multiple wrap-fee programs supported by custodial and execution services, leveraging a multi-provider model for portfolio design and implementation.

Matthew Keen is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio management and offers multiple wrap programs with custodial and trade execution services, integrating with KeyCorp affiliates for additional financial and advisory capabilities.

Julie Barron is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at PlanMember since 2021 and previously spent 12 years with GWN Securities Inc. Barron has also operated her own investment and insurance services businesses since 2007. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Jonathan Jepsen is a financial advisor at Mariner with 23 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 17 years, followed by roles at Merrill and Bank of America. 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 supported by in-house research and third-party managers, and provides integrated tax, family office, and financial wellness solutions.

Martha Brown is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Planmember Securities since 2014 and operates a pharmacy discount program through Integrity RX/Dollarwise RX.com. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

David Close is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Barron Financial Services and various positions outside the financial industry, such as at Skytale Digital, Enzian Inn, and Eagle Creek Winery. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through diversified asset allocation portfolios. The firm’s investment process follows a strategic top-down approach with unitized, risk-based mutual fund portfolios and emphasizes education and support services for plan sponsors and participants.

Steven Beck is a financial advisor at Key Investment Services LLC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Key Investment Services since 2005. Prior to that, he was affiliated with Montgomery Ward starting in 1986. Key Investment Services LLC is an SEC‑registered investment adviser and wrap‑fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi‑provider model combining discretionary implementation and third‑party strategist portfolios, with integration across KeyCorp affiliates providing a range of banking and advisory services.

David Youngmark is a financial advisor at Key Investment Services LLC with 16 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Key Bank and Wells Fargo. Outside of finance, he performs live music as a guitarist and singer. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider platform and integrates with KeyCorp affiliates to deliver various investment and advisory services.

Lisa Mc Cann is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Empower Advisory Group and Empower Financial Services, where she has been since 2022. Prior to that, she worked at Edward Jones from 2019 to 2022. Outside of her financial advisory role, she coaches group fitness classes at The Roost CrossFit. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, TD Ameritrade, and Merrill. 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 through a network of financial professionals. The firm uses a multi-provider model and offers wrap programs supported by affiliated insurance products and custodial services from Pershing.

John Pettit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Principal Securities since 2016 and Union Financial Inc since 2015, with prior experience at Principal Life Insurance Company from 2013 to 2021. Outside of advising, he manages a rental property in Puyallup, WA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Darren Dindinger is a CFP® certificant with eight years of industry experience and currently practices at Allworth Financial, L.P. He has worked previously with Paul R. Ried Financial Group, LLC, and AW Securities. Allworth Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs both quantitative and qualitative methods through an Investment Committee to tailor investment strategies across various asset classes and offers specialized portfolios alongside technology-driven account monitoring.

John Flaherty is a financial advisor with Brookstone Capital Management LLC in Sumner, WA, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked with Brookstone Capital Management since 2014 and has a longer tenure at Ameritas / Union Central beginning in 2005. Outside of advisory work, he serves as a Director of Management for a district in McKinney in the insurance sales business specializing in health, term, and fixed rate annuities. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models, utilizes various investment vehicles including ETFs and mutual funds, and offers discretionary portfolio management through its BCM Platform and wrap-fee programs.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 66 and Series 63 credentials. Her prior work includes roles at Empower Financial Services, Inc. and GWFS Equities, Inc., as well as four years at Pierce Community College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage accounts. The firm’s integrated approach links financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

Aaron Fields is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 credentials and 14 years of industry experience. His work history includes roles at IFS Financial Services, Touchstone Securities, Citadel Film Group, and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a broad network of financial professionals. The firm operates multiple wrap programs and utilizes a multi-provider platform that combines discretionary implementation with non-discretionary model selection, supported by affiliated banking and capital markets services.