Michael Graf is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee accounts, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment selection while providing non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliated banking and capital markets entities.

Cole Mattson is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and KeyBank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee accounts, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and TD Ameritrade. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction and model selection while providing non-binding recommendations and ongoing monitoring, operating within the KeyCorp group and maintaining affiliations that support a broad range of investment services.

Darren Dindinger is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Allworth Financial, he worked for the Paul R. Ried Financial Group, LLC and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model strategies with both discretionary and non-discretionary management and offers specialized approaches such as buffered equity ETFs and options-based overlays.

Danny Kim is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Eagle Strategies, NYLIFE Securities, New York Life Insurance, and Equitable Advisors. In addition to his advisory role, Kim is involved in insurance brokering with outside carriers. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, separately managed accounts, and model portfolios. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and operates as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities and Empower Financial Services, Inc. Brown also spent four years at Pierce Community College prior to her financial career. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform tied to recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Maria Hernandez is a Series 66 licensed financial advisor with 23 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, where she has worked since 2023. Her prior work includes roles at Key Investment Services, KeyBank, Nature Coast Financial Advisors, AE Wealth Management, Lincoln Investment, Legend Advisory, and Legend Equities Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Ena Dominique Villarete is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Ameriprise and Ameriprise Financial since 2016. Outside of her advisory role, she is co-owner of VH Enterprise LLC, a real estate business. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kellen Kranc is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work background includes roles at Thrivent Financial and positions in education at Pacific Lutheran University and Enumclaw High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering customized, goal-based financial analyses and planning without discretionary trading authority or portfolio management for institutional clients.

Joshua Jun is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 19 years of industry experience. His previous roles include positions at Bankers Life Securities, Inc. and Bankers Life and Casualty Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Eva Plaster is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. She is involved in the Viator Influencer/Partner Program based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of more than 23,700 financial advisors.

Dawn Boyle is a Series 66 credentialed financial advisor with Edward Jones, based in Lake Tapps, WA. She has three years of industry experience and has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Dominic Hernandez is a financial advisor with Edward Jones in Auburn, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Corebridge Financial, Valic Financial Advisors Inc, and a teaching role in the Washington State University Finance Department. Edward Jones is a full-service wealth management firm that serves a broad range of clients, including individual, institutional, and charitable organizations. The firm offers various advisory strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Trevor Ridgway is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in real estate and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Brett Davis is a financial advisor with Edward Jones in Enumclaw, WA, holding the CFP® and ChFC® designations and Series 65 and 66 licenses. He has 12 years of industry experience, including six years at US Trust, Bank of America Private Wealth Management, before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Jacob Ronish is a CFP® professional with six years of industry experience, currently affiliated with Edward Jones since 2019. His prior roles include managing the pro shop and marketing campaigns at Riverbend Golf Complex and owning an online fantasy football rings business. He also serves as secretary for the Lakeland Hills HOA in Auburn, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated capabilities beyond advisory services.

Patrick Franck is a CFP® professional with 15 years of industry experience. He is currently with Osaic Wealth, where he began in 2024. His prior experience includes roles at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart shopper and volunteered bartending at community events like Seattle Pride and Bumbershoot. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, plans, corporations, and nonprofits through a broad network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on portfolio construction using asset allocation, risk assessment, and automated rebalancing across multiple asset classes.

Kenneth Butler is a financial advisor with LPL Financial in Auburn, WA, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at Verity Credit Union and CUSO Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and research.

Scott Beusch is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2014. Based in Covington, WA, he serves clients through the firm's institutional platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices, with approximately $1.01 trillion in assets under management.

Ngoc Manivanh is a financial advisor with Primerica Advisors in Federal Way, WA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been associated with Primerica Advisors since 1996 and operates Ngoc T Manivanh, LLC, a business formed for Primerica-related activities. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure and maintaining authority over its investment models.