Joshua Mason is a financial advisor at The Mather Group, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Charles Schwab Bank prior to joining The Mather Group in 2020. Outside of his advisory role, he is a partner and owner of BugClub LLC, a retail business focused on strategy and technology development. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing integrated financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with risk-based allocation models and offers customization options such as direct indexing and ESG portfolios.

Lauren Michael is a financial advisor with Sequent Planning, LLC and holds a Series 65 designation. She has been with Sequent Planning and UAG LLC since 2026 and has additional experience at United Life and Casualty beginning in 2021. Lauren’s prior background includes roles at the University of Washington and in the automotive licensing sector. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small to medium-sized businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services through a structured risk framework and diversified investment approach.

Kevin Smith is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 1985. In addition to his advisory role, he is licensed as an insurance agent, working extensively in health, life, annuities, long-term care, disability income, critical illness, and property and casualty insurance, and operates under the name Smith Insurance Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm delivers solutions via Envestnet’s platform and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Calvin Heck is a financial advisor with Wedbush Securities Inc. in Everett, WA, holding a Series 63 designation and 44 years of industry experience. He has worked at Wedbush Morgan Securities since 2003 and previously at UBS Financial Services from 1999 to 2003. Wedbush Securities serves individual, high-net-worth, and institutional clients with a range of investment advisory and broker-dealer services, including wealth management, fixed income, commodities, and securities lending. The firm offers tailored portfolio management strategies and supports various account types while also providing custody, clearing, and prime services.

Ron Kirkpatrick is a financial advisor at Accelerate Retirement with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Kestra Advisory and Kestra Investment Services prior to joining Accelerate Investment Advisors. Outside of his advisory role, he serves as a varsity basketball coach for a high school team. Accelerate Investment Advisors serves individuals, trusts, corporations, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement consulting. The firm offers customized portfolio construction and comprehensive plan services while managing approximately $315 million in client assets and consulting on billions in retirement plan assets.

David Harry is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds a Series 65 designation and has worked previously with DTM3 Advisors and Dtm3 Corporation. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers a range of advisory services and employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, supported by technology and operational tools for advisers.

Kara Mitchell is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and having eight years of industry experience. She is also the president and owner of GoldenCrest Consulting, a business consulting and lead generation firm serving small business owners in various fields. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, alternative investment options, and a web-based practice platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

Jan Larsen is a ChFC® credentialed financial advisor with 38 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at multiple firms, including Larsen & Warren Financial Group LLC and Larsen Christopher Benefits Group. Larsen also owns and operates Larsen & Warren Financial Group LLC, which sells New York Life products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Jeffrey Decker is a financial advisor with D.A. Davidson & Co. in Everett, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with D.A. Davidson & Co. since 1999. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Brett Bly is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has two years of experience in the financial industry. Prior to his current role, he worked at New York Life Securities and Westwood Mortgage. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships.

John Mckeon is a Series 66-licensed financial advisor with Independent Financial Group, LLC, where he has worked since 2009. He has 19 years of industry experience, including two years at Pacific West Financial Consultants Inc. Outside of his advisory role, he is a 50% owner of Tradewinds Beagles, a business involved in raising, showing, and breeding AKC-registered beagles, and volunteers with Snohomish County Volunteer Search and Rescue as well as The Rock Church safety/security team. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan services using a combination of firm and third-party models, integrating strategic asset allocation with ongoing due diligence.

Fred Sirianni is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning, and is notable for its involvement in municipal advisory and underwriting activities as well as its private wealth planning program.

Mary Louise Nisperos Wittkopf is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and recently started her advisory career in 2025. Her prior work experience includes roles at Nalu Medical, Bontierra LLC, Golub Capital, and Kovitz Investment Group, along with academic experience at DePaul University. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards with both qualitative and quantitative investment analysis.

Jake O'Banion is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked at Ameritas Advisory Services, LLC, Ameritas Life Insurance Corp, and Ameritas Investment Company, LLC, and has operated his own insurance and financial services businesses, including C1 Wealth Management and Jake O'Banion Insurance & Financial Services LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement plan services through various platforms and third-party managers. The firm utilizes both active and passive investment strategies and serves individuals, high-net-worth clients, trusts, and institutional accounts.

Tina Morand is a Series 66-licensed advisor with Independent Financial Group, LLC, based in Marysville, WA, with three years of industry experience. She has held positions at McKeon Financial and Rainier Title. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both proprietary and third-party models to deliver tailored portfolio management and financial planning services.

Alicia Sheppard is a financial advisor at Empower Advisory Group with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Coastal Community Bank and Wells Fargo in various roles from 2014 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with retail brokerage and IRA clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Brittany Kim is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, Merrill, and Mariner Finance LLC. In addition to her advisory role, she provides notary services to D.A. Davidson clients as needed. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals.

Jodi Detwiler is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Axa Advisors. In addition to her advisory role, she is an agent appointed with Allstate Insurance, splitting medical insurance business for her clients. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation solutions under various advisory and promoter arrangements.

Lawrence Meditz is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at firms including J.P. Morgan Securities and Northwestern Mutual. 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 direction in model selection and provides ongoing monitoring and supervisory oversight while operating within the KeyCorp group and collaborating closely with affiliated entities such as KeyBank.

Daniel Leach is a CFA® charterholder with over 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2006. He holds a Series 66 license and is based in Everett, Washington. Outside of his advisory role, he contributes to several community and nonprofit organizations, including serving on the advisory board for the City of Everett's New Markets Tax Credit Program and on the board of Providence Regional Medical Center Everett. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning, incorporating both qualitative and quantitative analysis under a fiduciary standard.