Keith Haller is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He previously worked for Edward D. Jones & Co., L.P. for 25 years prior to joining Raymond James. Outside of advising, he is involved with private investment activities through Amason Corporation and has a partnership interest in Calmont Properties LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical modeling, supporting implementation through advisory programs and maintaining specialized municipal and SIMPLE IRA consulting services.

Ryan Fleming is a financial advisor with Osaic Wealth, Inc. based in Kirkland, WA. He holds the CFP® and ChFC® designations along with a Series 66 license and has 25 years of industry experience. Prior to joining Osaic in 2020, Fleming spent 19 years at Hornor Townsend & Kent Inc. and has been associated with Pacific Capital since 2001. Outside of advising, he serves as a play clock operator for NFL games and is a partner in an insurance sales and service firm. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a broad network of advisors and advisory platforms. The firm offers a wide range of integrated brokerage and advisory services, leveraging asset-allocation tools and third-party solutions to manage portfolios containing various asset types on discretionary or non-discretionary terms.

Robin Lin is a financial advisor with Lin & Company, LLC in Kirkland, WA, holding a Series 66 designation and with 21 years of industry experience. He has operated under Tanji Group, LLC doing business as Lin & Co since 2012. Lin & Company, LLC is an independent firm serving clients with personalized financial advisory services.

Joel Hussey is a financial advisor at Truvista Advisors LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Truvista Advisors since 2023. Prior to his current role, he was employed at Tempered Networks for eight years and has owned Tailwind Capital Partners, Inc., a company that sources and remarkets commercial aircraft, since 2007. Truvista Advisors LLC is a small, supported firm with two advisors.

David Giannini is a financial advisor at Truvista Advisors LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Private Asset Management, Inc. for 10 years before joining his current firm. Truvista Advisors LLC is a small advisory firm based in Redmond, WA, focused on providing personalized financial services.

Lance Best is a financial advisor at XYPN Sapphire with 11 years of industry experience. He holds the Series 63 and Series 65 credentials and previously worked at NYLIFE Securities LLC and New York Life Insurance Co. for a decade before joining XYPN Sapphire and Best Investment Group, LLC. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and employs a combination of discretionary and non-discretionary management, with a structural model that supports affiliated advisors and includes a pilot program for digital asset management.