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 CFP® with 13 years of industry experience. He is currently with Advisors Capital Management, LLC and has previously worked at Empower Advisory Group, PepsiCo, Fisher Investments, and Cetera Investment Services LLC. Advisors Capital Management serves a wide range of clients, including high-net-worth individuals, employee benefit plans, and clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management combining top-down macro analysis with bottom-up security selection across proprietary strategies and manages over $8.1 billion in discretionary assets.

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 and holds a Series 66 designation, bringing 18 years of industry experience. His career includes roles at Lincoln Investment Planning, Ameriprise, and Shelgren Financial Group. Outside of advising, he is a part owner of an early childhood music education business and operates a business consulting firm focused on preparing companies for sale. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through both discretionary in-house management and non-discretionary third-party managers, supported by proprietary research and established institutional relationships.

Stephen Swadley is a financial advisor with Vanderbilt Advisory Services, holding Series 66 and Series 63 licenses and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, LPL Financial, and NY Life. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, third-party sub-advisors, and financial planning services, with an investment process that combines fundamental, technical, and charting analysis tailored to client goals.

Steve Shelgren is a financial advisor at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation and has worked with firms including WWR, Lincoln Investment Planning Inc., and his own Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in land and water rights investments. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Lincoln Investment Planning, Inc. since 2012 and Valic Financial Advisors from 2003 to 2012, alongside 12 years in insurance sales. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and employs both discretionary and non-discretionary investment approaches supported by an in-house research team.

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, holding a Series 66 designation and 10 years of industry experience. She has worked with Lincoln Investment since 2015 and has also been involved with Shelgren Financial since 2010. Outside of her advisory roles, she serves as a registered agent and responsible party for RSA 405 LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary mutual-fund screening.

Scott Terry is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of experience. He has over 29 years of experience practicing law through his own firm and other legal entities. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and provides portfolio management, financial planning, retirement consulting, and other advisory services utilizing various investment strategies and 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 at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, Charles Schwab, and Morgan Stanley. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary approaches, supported by an in-house investment management and research team.

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 with Capital Analysts and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has worked at Capital Analysts since 2019, as well as Lincoln Investment Planning and NW Tax Planning. Gruber is also an insurance agent specializing in fixed life products including annuities and long-term care insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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 in Renton, WA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with Lincoln Investment since 2013. Alsbury is also a member of RSA 405 LLC, which manages office lease expenses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment management approaches supported by proprietary research and third-party managers.

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.