Adam Bartek is a financial advisor with First Command Advisory Services, holding a Series 66 license and six years of industry experience. Prior to his advisory career, he served in the United States Air Force for 21 years. He has held roles at multiple First Command entities since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ruben Artiga is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He serves as the Local Chapter Executive Director of the Seattle Latino Metropolitan Chamber of Commerce and is an Intelligence Analyst in the US Army Reserve. First Command Advisory Services is an SEC-registered investment adviser primarily serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

Alexx Gauthier is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds the Series 66 designation and has previously worked at Fisher Investments and Morgan Stanley. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.

Krystle Mcentire is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has worked at Creative Planning since 2026 and previously spent seven years at Duncan & Haley, Ltd., with a brief tenure at Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional entities. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing and long-term buy-and-hold approaches, supported by specialized offerings such as tax-loss harvesting and private market investments.

Carson Krigbaum is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson in 2025, he worked at Alto Securities, LLC and Alto Solutions, and previously spent eight years at Dick Hannah Subaru. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Steven Altergott is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including KeyBank, CMG Financial, and MassMutual. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

David Rayburn is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Thrivent Financial, Agia, Valic Financial Advisors, and Banner Bank. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations within multiple program structures.

Patrick Flynn is a financial advisor with Eagle Strategies (NY Life) based in Ridgefield, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He operates Flynn Insurance, LLC dba Flynn Financial Partners, focusing on brokering insurance products, and serves on the Planning Commission for the City of Ridgefield as well as the Board of Directors for Seton Catholic High School. Additionally, he participates as an instructor with Junior Achievement and holds leadership roles such as President of the Estate Planning Council of Southwest Washington. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Corey is a financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with the Bankers Life organization in various capacities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. Additionally, Daniel is licensed to sell and service insurance products such as long-term care, life, Medicare supplement, annuities, and equity-indexed annuities. 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 uses fundamental, technical, and cyclical analysis to tailor asset allocations and implements strategies across a broad range of securities, with affiliations that include CNO Financial Group and several insurance-related entities.

Christopher Real is a financial advisor with Primerica Advisors, holding Series 65 and Series 66 licenses and 26 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, with prior roles at Horace Mann Investors and GWFS Equities. In addition to his advisory work, he is involved in offering insurance products outside of those provided through Guardian and its subsidiaries. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, with a variety of proprietary and third-party investment programs and account-level solutions.

Anthony Johnson is a CFP® professional with 10 years of industry experience. He is currently with Empower Advisory Group, where he has worked for two years. His previous roles include positions at JMG Financial Group, Fisher Investments, TD Ameritrade, and Primerica. Outside of finance, he was involved with Martial Arts Academy Bujutsu Gakuin Wushu Xueyuan for four years. 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 account holders. The firm uses an integrated service model connected to its recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Roy Rasera is a financial advisor with Guardian Life and holds the ChFC® designation and Series 66 license. He has 20 years of industry experience, including multiple roles at Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of his advisory work, he is involved in developing family-friendly educational video games and teaching financial concept courses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, with solutions for both discretionary and non-discretionary advisory relationships.

Joshua Cepeda is a CFP® professional with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held roles at The Colony Group, Buckingham Strategic Wealth, Confluence Wealth Management, Wells Fargo Clearing, WELLS FARGO ADVISORS LLC, and Citigroup Global Markets. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Jessica Gutierrez is a financial advisor with Empower Advisory Group in Vancouver, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Her previous roles include positions at Morgan Stanley, E*TRADE Securities LLC, and U.S. Bancorp Investments, Inc. Outside of finance, she is a part owner of Ruff Roads Mobile Grooming LLC, a mobile pet grooming business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both single-point-in-time financial plans and optional managed account solutions.

Daniel Zamoshnikov is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, with prior experience at KeyBank, various insurance carriers, and Waddell & Reed Inc. Outside of his advisory role, he operates a photography business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group and its affiliated entities.

Matthew Baird is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, New York Life Insurance Company, and Rivermark Community Credit Union. Outside of his advisory work, he is involved in insurance activities beyond Guardian. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services, including lending solutions and donor-advised funds.

Deborah Brown is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services since 2017, following prior roles at Afortus Financial and SII Investments, Inc. Outside of her advisory work, she has participated as a food delivery driver for DoorDash during non-trading hours. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients, offering a variety of advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations that integrate banking and capital markets services.

Renato Powell is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Key Investment Services since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products, emphasizing client-directed model selection and ongoing monitoring. The firm operates within the KeyCorp group and collaborates with affiliated entities such as KeyBank and KeyBanc Capital Markets.

James Mustard is a ChFC® credentialed financial advisor with 40 years of industry experience. He is affiliated with PlanMember Securities Corporation and has held roles at United Financial Northwest LLC and Mustard Financial Services, Inc., where he serves as president. Mustard has been engaged in insurance sales and services since 1974. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering educational and support services including seminars and personalized retirement planning.

Edward Wagner is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Cetera Wealth Services, CETERA Advisor Networks, and WILLIS. Wagner also engages in investment advisory activities related to fixed insurance and annuity products through SageView Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.