Stephen Swadley is a financial advisor at Vanderbilt Advisory Services with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bank of America, Merrill, LPL Financial, and New York Life. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Gregory Harrison is a financial advisor at Foundations Investment Advisors LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. In addition to his advisory role, he owns Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors serves a diverse client base including individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, providing financial planning and portfolio management through a broad network of affiliated offices and representatives. The firm employs a mix of fundamental, technical, and cyclical analysis and utilizes model portfolios and third-party sub-advisers to tailor investment strategies.

Daniel Hernandez is a financial advisor at Global View Capital Management LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Global View Capital Advisors, JAR Insurance Services, Elite Financial Freedom, and Spark (Walmart, Inc.). He also has experience working with companies such as Roadie, Universal Wealth, and Amazon. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative investment approach using proprietary algorithmic research, supporting model-based strategies aligned with client risk profiles and objectives.

Scott Terry is a Series 65-licensed advisor with Integrity Advisory Solutions and has been in the financial services industry since 2026. He also manages Terry Wealth Management, LLC, and has a legal practice with Terry Law Firm, PLLC, continuing a legal career that began in 1997. Integrity Advisory Solutions serves a diverse client base including individuals, trusts, estates, and businesses through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and uses a range of investment strategies supported by third-party platforms.

Jacob Crause is a financial advisor with Integrity Advisory Solutions holding a Series 65 license and two years of industry experience. He has served as co-owner of Mission Focused Financial, LLC since 2017, providing life, health, and annuity insurance products alongside estate planning services. He also has a 25-year career in the United States Army. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of independent advisors, offering portfolio management, financial planning, retirement consulting, and model portfolio programs while managing approximately $1.1 billion in client assets.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Sagepoint Financial, Inc., KMS Financial Services, Inc., and Mass Mutual. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Brandon Bules is a Series 65-credentialed advisor at Integrity Advisory Solutions with two years of industry experience. He has prior experience at SAG 153 and has managed The Bules Group since 2017. Bules also served in the United States Army for 26 years. Outside of advisory work, he is involved in farming through Bules Farms, LLC, and provides estate planning consultation with Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a range of asset-allocation strategies and third-party platforms.

Belle Crause is a Series 65-licensed financial advisor with Integrity Advisory Solutions, based in Puyallup, WA, and has three years of industry experience. Prior to joining Integrity, she worked at Burlington Alliance Capital Management and has seven years as an Independent Agent. She is co-owner of Mission Focused Financial, an insurance agency offering life, health, annuity, and estate planning products, and also provides estate planning consultation through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of about 100 independent advisors and manages approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, utilizing fundamental and technical analysis alongside a variety of asset allocation strategies.

Julie Price is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked with Advisory Services Network, LLC and Juniper Investments & Retirement Planning, LLC since 2013. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Born and raised in Fairbanks, Alaska, Sean A. Hummel, CFP®, grew up with a strategist's mind and a heart for service. A collegiate athlete and Eagle Scout, he learned early how to stay calm under pressure, lead with intention, and help others rise to their challenges. Those qualities ultimately drew him toward personal financial planning in college, where he realized his natural strengths in strategy and problem-solving could make a meaningful difference in people's lives. Sean began his career with McKinley Capital Management in Anchorage and later joined Merrill Lynch, where he helped clients navigate their most important financial decisions. Over time, however, he saw the industry drifting away from authentic personal service. Determined to change that, he first launched Hummel Planning and later founded Ten Ring Wealth Advisors in 2025; an independent, flat-fee, fee-only firm built to restore transparency, precision, and unwavering client-first guidance. Today, Sean leads Ten Ring with the same intentionality he brings to his life outside the office, where he and his wife, Aly (often with their golden-doodle Avicii in tow) travel the world, hike mountain ranges, scuba dive, ski, and explore new cultures. A passionate archer and lifelong adventurer, Sean channels that same focus and discipline into helping families achieve true financial sovereignty. At Ten Ring, his mission is simple: empower clients to live life on their terms, aim boldly at their goals, and hit the bullseye with confidence.

David Lloyd is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at firms including MissionSquare Wealth Management, MWA Financial Services Inc., and SRQ Wealth Advisory, LLC. He is based in Puyallup, WA. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Sonia Rogers is a financial advisor with MissionSquare Retirement in Auburn, WA, holding Series 63 and Series 65 licenses. She has 27 years of industry experience and has been with ICMA-RC Services, LLC since 1999. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Joshua Bauer is a financial advisor with Eagle Strategies (NY Life) based in Enumclaw, WA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Bauer has been affiliated with New York Life Insurance Company since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Teresa Murray is a financial advisor with Key Investment Services LLC in Puyallup, WA. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to her current role, she worked at Key Bank NA for 27 years. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.

Julie Barron is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at PlanMember since 2021 and previously spent 12 years with GWN Securities Inc. Barron has also operated her own investment and insurance services businesses since 2007. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Jonathan Jepsen is a financial advisor at Mariner with 23 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 17 years, followed by roles at Merrill and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, family office, and financial wellness solutions.

David Close is a financial advisor with PlanMember Securities Corporation in Puyallup, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior work at Barron Financial Services. Outside of advising, he has experience in various roles across hospitality and outdoor industries. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm also delivers education and support services, including seminars and personalized retirement planning.

Steven Beck is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at Montgomery Ward. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets, providing integrated financial services and supervisory oversight.

David Youngmark is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Key Bank from 2012 to 2021. Outside of his advisory role, he performs live music as a guitarist and singer in Puyallup, WA. 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 decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Michael Graf is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.