Nicholas Alden is a financial advisor at J. W. Cole Advisors, Inc. with Series 63 and Series 65 credentials. He joined the firm in 2026 and has prior experience in insurance and landscaping industries. J. W. Cole Advisors operates a large network of independent investment adviser representatives and provides fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutional accounts. The firm offers both transaction-based and wrap managed program options and uses a mix of fundamental, technical, model, and manager-based strategies.

Kimberly Johnson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and offering 27 years of industry experience. She has operated her own financial practices, including KMJ Financial Solutions and KMJ Financial Services, LLC, since 2017. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm provides financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent Investment Advisor Representatives.

William Mc Nair is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked extensively within the New York Life affiliate structure and operates Draggoo Financial Group, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base that includes individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis.

Thomas Krawczyk is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with New York Life Insurance Co. and Berkshire Hathaway HomeServices Jessup Real Estate. Outside of his advisory role, he teaches guitar lessons through his own business and serves as vice president of his homeowners association. Eagle Strategies serves individual and institutional clients by offering 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 within an integrated New York Life affiliate structure.

Travis Guzik is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Eagle Strategies in 2021, Guzik spent eleven years with Capital Group. He is also involved in insurance brokering, assisting with non-registered insurance products on a limited basis. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm offers financial planning, investment management, and advisory services with a focus on tailored solutions and predominantly non-discretionary asset management.

Stephanie Lamey is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has worked at D.A. Davidson since 2019 and was previously employed at Custom Apple Inc. from 2015 to 2019. She holds Series 63 and Series 66 licenses. Outside of her advisory role, Lamey provides notary public services to customers on an as-needed basis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, equity research, and specialized programs for high-net-worth clients while adhering to fiduciary standards under the Advisers Act and ERISA.

Jean Biles is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with D.A. Davidson & Co. since 2009. Outside of her advisory role, she serves as a notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in investment recommendations.

Larry Hancock is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at ProActive Retirement Solutions, Purshe Kaplan Sterling Investments, Hancock Fielder Retirement Strategies Inc., and Next Financial Group. Hancock has also been involved in fixed insurance and annuity sales alongside his advisory work. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors operating under various d/b/a names. The firm offers discretionary investment management, financial planning, consulting, and family office advisory services, employing a long-term investment approach with custom portfolios composed of mutual funds, ETFs, equities, and fixed income.

David Solomon is a financial advisor at J. W. Cole Advisors, Inc. with 19 years of industry experience. He has held positions at Global Financial Private Capital, LLC and Solomon Financial Group, Inc. Outside of advisory services, he is involved in fixed annuity and insurance sales, which can constitute a significant portion of his professional activities. J. W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and other investment solutions to individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and platforms, including digital advice and third-party managers.

Allison Pasta is a financial advisor with Valic Financial Advisors who holds a Series 66 designation and has five years of industry experience. Her prior work includes roles at Bergdorf Cellars and Agia, where she is currently involved in non-securities insurance products. She also has more than a decade of experience with Numerica Credit Union. Valic Financial Advisors serves primarily 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 account services through a large network of advisors and utilizes centralized technology and model solutions to support its client base.

Deanna Brown is a financial advisor with Valic Financial Advisors in Wenatchee, WA, holding a Series 66 credential and eight years of industry experience. She has served as an executive officer for PFLAG Wenatchee, a local nonprofit supporting friends and family of LGBTQ+ individuals. Prior to her advisory role, she worked in the Ephrata School District for ten years. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, offering managed-account programs, financial planning, and brokerage services. The firm uses Envestnet-developed UMA models for portfolio construction and manages approximately $26.4 billion in discretionary assets through a large network of advisors.

Darren Goehner is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson for nearly two decades. Outside of his advisory role, he serves as secretary for the NCW Community Toy Drive, a nonprofit organization in Wenatchee, 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, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Forest Holder is a financial advisor at D.A. Davidson & Co. based in Wenatchee, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson & Co., he worked at Global Overview and has held positions outside the financial industry. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various fiduciary advisory services, comprehensive financial planning, and specialized wealth management programs.

Christopher Lupo is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with Valic Financial Advisors and also serves as an agent for Agia, selling non-securities insurance products. Prior to his financial services roles, he worked in various school districts from 2012 to 2022. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Kellen Lamey is a financial advisor at D.A. Davidson & Co. with five years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2021. Prior to his current role, he spent five years at Arlberg Sports and several years as a full-time student. Lamey serves as a board member for the Pybus Public Market and Pybus Foundation, a nonprofit organization based in Wenatchee, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Steven Hoglund is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Capstone Wealth Advisors, Path Wealth Management, and LPL Financial. Outside of his advisory work, he is involved in an insurance consulting business through Hoglund Consulting, LLC. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse range of clients including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Kyle Peterson is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA, holding Series 63 and Series 65 designations and bringing 16 years of industry experience, all with the same firm since 2010. His other business activities include a governance role at KP DESIGNS, LLC, a venture outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, and charitable organizations, offering a range of advisory, planning, and wealth management solutions under fiduciary standards.

Brett Peterson is a financial advisor with D.A. Davidson & Co. in Wenatchee, WA. He holds a Series 66 designation and has seven years of industry experience, including roles at Quantum and Pro Sports Club. He serves on the board of the Wenatchee Valley College Foundation and coaches basketball for the Wenatchee School District, in addition to officiating middle and high school basketball games with the Washington Officials Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management for clients with over $20 million in net worth.

Braden Draggoo is a financial advisor with Eagle Strategies (NY Life) based in Wenatchee, WA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has held positions with multiple firms including Draggoo Financial Group and Crystal Clear Financial Group, LLC. Outside of advisory work, he is involved in public speaking on mindset and health/wellness education and hosts a podcast focused on motivation and wellness. 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 and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Marissa Hammerstrom is a CFP® professional with eight years of experience in the financial services industry. She is currently affiliated with Osaic Advisory Services, LLC and has previously worked at firms including Arbor Point Advisors, D.A. Davidson, Morgan Stanley, and Oppenheimer & Co. Hammerstrom serves as treasurer for Chelan-Douglas County Volunteer Attorney Services and is a board member of the NCW Estate Planning Council. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides various services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight across multiple program models.