David Harry is a Series 65-licensed financial advisor with 15 years of industry experience. He is currently with Simplicity Wealth and DTM3 Advisors and has been involved with DTM3 Corporation since 2009. DTM3 offers a range of services including investment advisory, insurance products, and corporate benefits consulting. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and provides model portfolios with ongoing monitoring and rebalancing, along with a tech-enabled platform and operational support for other 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 at D.A. Davidson & Co. with 34 years of industry experience. He has been with D.A. Davidson & Co. since 1999 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $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-credentialed financial advisor with Independent Financial Group, LLC, where he has worked since 2009. He has 19 years of industry experience and also operates McKeon Financial, a financial planning and insurance business. Outside of his advisory role, he is involved in raising and showing AKC-registered beagles through a family business and volunteers with Snohomish County Volunteer Search and Rescue as well as a local church safety team. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, and financial planning services through a national network of advisors, utilizing multiple advisory programs and third-party asset managers.

Fred Sirianni is a financial advisor at D.A. Davidson & Co. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

Mary Louise Nisperos Wittkopf is a financial advisor at D.A. Davidson & Co. with experience that includes roles at Golub Capital and Bontierra LLC, as well as teaching at DePaul University. She holds a Series 66 designation and is based in Everett, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analysis methods.

Tina Morand is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and three years of industry experience. She has worked at McKeon Financial and Independent Financial Group since 2019, and prior to that was employed at Rainier Title for three years. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a mix of in-house and third-party manager models delivered through various platforms.

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 Series 66-licensed financial advisor with three years of industry experience, currently with D.A. Davidson & Co. She has previously worked at Bank of America, Merrill, and Mariner Finance LLC. In addition to her advisory role, Brittany 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 and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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 63 and Series 66 licenses and has worked previously at KeyBank, Northwestern Mutual, and J.P. Morgan Securities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of investment programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence.

Daniel Leach is a CFA® charterholder with 20 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2006. He holds the Series 66 license and participates in various non-investment activities including serving on the advisory board for the City of Everett’s New Markets Tax Credit Program, as a board member for Providence Regional Medical Center Everett, and as a mayor-appointed commissioner on the City of Everett Salary Commission. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth individuals, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Reese Lawrence is a CFP®-designated financial advisor at D.A. Davidson & Co. with three years of industry experience. He has worked at D.A. Davidson & Co. since 2022 and has prior experience at E.K. Riley Investments and Harnish Auto Family. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Kenneth Lane III is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with firms including Warren Lane Bly Financial and NYLIFE Securities LLC. Lane is also an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its regulatory assets on a non-discretionary basis.

Georgette Duleba is a financial advisor with D.A. Davidson & Co. in Everett, WA, holding Series 63 and Series 66 licenses and 21 years of industry experience. She previously worked at U.S. Bancorp Investments, Inc. from 2015 to 2019. She is also a beneficiary of a family trust in which she manages trust property. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with notable capabilities in municipal advising and underwriting, as well as a Private Wealth program for clients with over $20 million in net worth.

Jake Cameron is a Series 66-licensed advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He has been with Eagle Strategies and its affiliated entities since 2025. Prior to his financial advisory role, he worked at companies including Dexian, Collabera, Appen, and DocuSign, and attended the University of Washington. Eagle Strategies serves a diverse client base, including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of programs and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jeffrey Biermanski is a financial advisor with D.A. Davidson & Co. in Everett, WA. He holds Series 63 and Series 66 licenses and has 22 years of experience in the industry, including 16 years with D.A. Davidson & Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of advisory services, including ERISA retirement plan consulting, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Douglas Warren is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has served in various roles since 2004 with New York Life Insurance Company and its affiliates, and currently operates under Larsen & Warren Financial Group LLC, where he brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.