Lloyd Galbraith is a CFP® with 38 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior roles include Arbor Point Advisors and Securities America, and a long tenure at KMS Financial Services, Inc. Outside of advising, he pursues photography as a hobby and sells original work at art shows and privately. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, leveraging both fundamental and technical analysis alongside platform integrations and third-party managers.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Patrick Bevan is a CFP® professional with two years of industry experience, currently serving at Corient in Seattle, WA. His work history includes roles at Corient Services LLC, CWM, LLC, and Carson Wealth, preceded by four years each at Creighton University and Seattle Preparatory School. Corient provides investment advisory and financial planning services to a wide range of clients including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach with a combination of in-house strategies and third-party manager solutions, employing risk management tools and stress testing to align portfolios with client objectives.

Joleen Yelton is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked with firms including Waddell & Reed and Sparks Financial Services, Inc. She is also president and co-owner of Focused Filial, Inc., a private entity that supports securities and advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

Chanell Bennett is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. as an insurance producer, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and regular portfolio monitoring.

Christopher Dime is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Northwestern Mutual, and Mariner Independent Advisor Network, among others. Dime serves as an Assistant S4 in the United States Army Washington National Guard, a role he has held since 2015. He is also a content creator for the YouTube Partner Program. Private Advisor Group, LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, using a variety of investment strategies and technology platforms, and leverages third-party managers and TAMPs to deliver tailored investment solutions.

Matthew Day is a financial advisor at Corient with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Columbia Pacific Wealth Management prior to joining Corient. Corient provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm uses a goals-based team investment approach that integrates in-house strategies with third-party managers and incorporates risk management tools to align portfolios with client objectives.

Tanya Range is a financial advisor with Key Investment Services LLC in Redmond, WA, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked with Key Investment Services since 2009. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor offering 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 utilizes a multi-provider model combining platform services from Envestnet with portfolio strategies from its Chief Investment Office and third-party managers, and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Julia Penwell is a CFP® professional with four years of industry experience, currently with Wealthspire Advisors. She previously worked at Private Ocean for five years and has held various roles including positions at Lakeview Financial and Central Washington University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets and serving nearly 9,700 clients across individual, corporate, nonprofit, and pension segments. The firm uses an institutional-style asset allocation approach and offers comprehensive wealth management and financial planning services.

Michael Meland is a financial advisor with Eagle Strategies (New York Life) based in Seattle, WA. He holds a Series 66 designation and has 18 years of industry experience. Meland has been with Eagle Strategies since 2015 and is also affiliated with NYLIFE Securities LLC and Bond Financial since 2014. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm provides a range of program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services connected to insurance and annuity products.

Eric Mathieu is a financial advisor with Empower Advisory Group in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing over short-term forecasts.

Petra Ljubic Lane is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors since 2022, following seven years at Cpwm, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Brian Huddleston is a Series 65 licensed advisor with Bankers Life Advisory Services, Inc., based in Lynnwood, WA, and has one year of industry experience. His prior roles include positions at Sawston Wealth Management LLC and Brand Asset Partners, as well as corporate experience with Parsons Xtreme Golf and WestRock. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

Andrew Chhor is a CFP® with five years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Fidelity for five years. Outside of advisory services, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to individual investors, corporations, pension plans, and other institutional clients. The firm utilizes a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Jay Shi is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has worked at Transamerica Financial Advisors since 2015 and has been affiliated with World Financial Group, Inc. since 2013. Jay is involved in the sales of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, offering discretionary and non-discretionary program options.

Beau Rezek is a financial advisor at Wealthspire Advisors with a Series 65 designation and two years of industry experience. His prior roles include positions at Hightower Advisors and Brighton Jones. Wealthspire Advisors LLC is an SEC-registered investment adviser managing approximately $34.3 billion in assets for nearly 9,700 clients. The firm serves individuals, corporate and pension plans, nonprofits, and foundations, using an institutional-style asset allocation framework that incorporates mutual funds, ETFs, private investments, and external account managers subject to centralized due diligence and oversight.

Yan Lee is a financial advisor with Key Investment Services LLC in Mill Creek, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity Investments, and Qiming Venture Partners. He serves as a volunteer Community Advisor for Evergreen Hospital. Key Investment Services LLC is an SEC-registered adviser providing 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 employs a multi-provider model with discretionary and non-discretionary portfolio offerings and integrates services with KeyCorp affiliates.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding Series 66 and Series 65 licenses with four years of industry experience. Prior to joining Beacon Pointe Advisors in 2023, he worked at BNY Mellon for 15 years and Citigroup Global Markets for two years. He is also currently affiliated with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across public and private assets.

Shikha Raghuwanshi is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at KeyBank and Wells Fargo. 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 network of financial professionals. The firm uses a multi-provider model and offers multiple wrap-fee programs supported by affiliated custodial and insurance services.

Taylor Klevens is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. His work history includes roles at Mariner Wealth Advisors, PFG Advisors, Klevens Capital Management, and other firms. Mariner serves a diverse client base, including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers and provides specialized offerings such as coordinated tax compliance, Core Family Office services, and employer financial-wellness tools.