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.

David Harry is a Series 65-licensed advisor with 15 years of industry experience. He is currently affiliated with Simplicity Wealth and has a long history with DTM3 Corporation, where he worked for 17 years. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers model portfolios, independent manager selections, and technology-driven solutions such as a private-label asset management software platform and a third-party managed account program.

Thomas Buckingham Jr. is a financial advisor with Wedbush Securities Inc. and holds Series 63 and Series 65 credentials. He has 57 years of industry experience, including ten years at First Wall Street Corp. and over 17 years at Wedbush Morgan Securities. He is also the owner of a quarterly investment newsletter published through 401K Planning Group, LLC, which he produces by gathering relevant investment data. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary portfolio management, institutional research, and prime brokerage services.

Kara Mitchell is a Series 65-licensed financial advisor with eight years of industry experience, currently with Advisor Share Wealth Management, LLC. She also serves as President and Owner of GoldenCrest Consulting, a lead generation and business consulting firm focused on supporting small business owners across various industries. Her previous experience includes roles at Horter Investment Management and Goldencrest Financial, where she has been active since 2010. 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 uses a web-based asset management platform and typically implements client strategies through third-party sub-advisers and model portfolios, offering both discretionary and non-discretionary services.

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 24 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Company, and Country Insurance & Financial Services. O'Banion is also owner and president of C1 Wealth Management and Jake O'Banion Insurance & Financial Services, where he is involved in insurance and financial services. Independent Financial Group, LLC serves a broad client base including individuals, high-net-worth clients, trusts, and institutional entities. The firm provides a range of advisory and brokerage services, utilizing model portfolios and third-party asset managers, with a focus on combining active and passive strategies across various risk profiles.

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 six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Empower Financial Services, Coastal Community Bank, and Wells Fargo in various capacities since 2014. 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 offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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.

Michael Carter is a CFP® with 42 years of experience in financial advising. He has been with Money Concepts Capital Corp since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and account structures, employing model portfolios, third-party sub-advisers, and both fundamental and technical 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.

Sara Rasmussen is a financial advisor at Independent Financial Group, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Ameritas Advisory Services, COUNTRY Capital Management Company, and other firms. Rasmussen also serves as an agent for C1 Wealth Management, providing insurance services and comprehensive financial planning. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm combines firm- and third-party investment models with both active and passive strategies to create tailored portfolios and provides ongoing due diligence and monitoring.

Lawrence Meditz is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes positions at KeyBank, Northwestern Mutual, and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary options and integrates services from KeyCorp affiliates.