Logan Olsen is a CFP® and Series 65 credentialed financial advisor with Plante Moran Financial Advisors, based in Monroe, WA. He has eight years of industry experience, all with Plante Moran Financial Advisors. Plante Moran Financial Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides investment advisory, financial planning, and consulting services, utilizing strategic asset allocations, written investment policy statements, and a combination of fundamental, technical, and proprietary equity valuation analyses.

Scott Hedgcock is a CFP® and holds a Series 66 license with 17 years of industry experience. He currently serves as a financial advisor at Compound Planning, Inc. since 2024. His prior experience includes roles at Aletheian Wealth Advisors LLC and Washington Trust Bank. Compound Planning serves individuals, families, businesses, and retirement plans through discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach emphasizes customized, risk-based model allocations using a blend of fundamental, technical, and modern portfolio theory analysis, with implementations that include low-cost ETFs, direct indexing, and alternative strategies.

Kevin Smith is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha since 1985. Outside of his advisory role, he is also an insurance agent licensed for multiple lines of insurance and represents American Senior Resources for health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and leverages MOIS-approved model portfolios with various management options.

Calvin Heck is a financial advisor at Wedbush Securities Inc. with 44 years of industry experience. He holds a Series 63 designation and has worked at Wedbush Morgan Securities since 2003. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Ron Kirkpatrick is a financial advisor with Accelerate Retirement, holding Series 63, 65, and 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Kestra Advisory and Kestra Investment Services, along with ownership of Liberty Benefits Group, where he oversees operations and assists in sales and service. Outside of finance, he serves as a head varsity basketball coach for a high school team. Accelerate Retirement provides retirement plan consulting, investment management, financial planning, and fiduciary services to individual and institutional clients. The firm employs a long-term investment approach using customized portfolios and manages significant retirement plan assets while offering insurance services through licensed professionals.

David Harry is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds a Series 65 designation and has previously worked with DTM3 Advisors and Dtm3 Corporation. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services such as financial planning, portfolio management, and retirement plan services, typically using a fund-of-funds approach with ETFs, mutual funds, and individual securities, supported by a formal due diligence process for third-party managers.

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.

Eric Jacobsen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Commonwealth since 2017 following a year at Signator Investors, Inc., and has also served as Owner and President of Seaway Financial since 2003. 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 around $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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 less than one year of industry experience. Her prior work includes roles at Nalu Medical, Bontierra LLC, Golub Capital, Kovitz Investment Group, and a teaching position at DePaul University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients, applying a fiduciary standard and a combination of qualitative and quantitative investment analysis.

Janine Ruland is a financial advisor with Eagle Strategies (NY Life) in Mill Creek, WA, holding a Series 63 designation and over 21 years of industry experience. She has been affiliated with New York Life Insurance and its related entities since 2005 and led Ruland Financial Strategies in 2019. Outside of her advisory role, she serves as vice-president on the board of The Pointe Home Owners Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and relationships with a wide range of institutional sponsors.

Jake O'Banion is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Company, C1 Wealth Management, and Country Insurance & Financial Services. He is also the owner of Jake O'Banion Insurance & Financial Services LLC. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment platforms and third-party managers.

Brittany Kim is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds a Series 66 designation and has prior experience with Bank of America, Merrill, and Mariner Finance LLC. She also provides notary services to clients of D.A. Davidson as needed. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

John Kapek is a ChFC® credentialed financial advisor with 48 years of industry experience. He is currently with Independent Financial Partners and has held positions at firms including Triad Advisors, Resources Investment Advisors, and LPL Financial Corporation. Kapek has also operated as a self-employed advisor since 1975. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized model that allows advisors to set their own investment strategies. The firm is known for its formal retirement-plan advisory and pension consulting services, including ERISA compliance and trustee services.

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.

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.

Reese Lawrence is a CFP® and Series 66-licensed financial advisor at D.A. Davidson & Co. with three years of industry experience. He has been with D.A. Davidson since 2022, following roles at E.K. Riley Investments and Harnish Auto Family. 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 and planning services under fiduciary standards, employing both qualitative and quantitative analysis to recommend and monitor investments.