Carmen Habenicht is a Series 66-registered financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, she worked at Equitable Advisors, LLC, and has held positions at several financial institutions including 1st Security Bank of Washington and Credit Human Federal Credit Union. In addition to her advisory role, she is involved with Shield & Sage Holdings LLC. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, emphasizing recommendation-based relationships with clients.

Nathan Enzian is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors, Inc. He serves as Vice-Chair of the JT Sheffield Industrial Park Condo Association board. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and public entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Jordan Hart is a financial advisor at D.A. Davidson & Co. in Seattle, WA with nine years of industry experience. He holds a Series 66 credential and previously worked at John Hancock and Edward Jones. Early in his career, he was involved with The Daily O'Collegian. 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 ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Trey Klinger is an advisor at D.A. Davidson & Co. with a Series 66 designation and experience beginning in 2025. Prior to joining D.A. Davidson, he held roles at the HoneyRock Center for Leadership Development, Gingco, and Boston College. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analyses.

Alyssa Sanders is a financial advisor at D.A. Davidson & Co. with 23 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Based in Seattle, WA, she has been with D.A. Davidson since 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Philip Winkel is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior work history includes roles at UBS Financial Services and Metlife Securities. 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 ERISA retirement plan advisory services, 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.

Jared Espinoza is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior experience includes roles at Raymond James Financial Services, Northwestern Mutual Investment Services, Garrison Financial Group, and Fidelity Investments. Before entering the financial sector, he held various positions in the service and education industries. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, and it offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Brandyn Tuttle is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies, he has held roles with Slusser Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he is also involved in operating a fireworks stand under the business name Beijing Bob's Fireworks. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Vincent Di Domenico is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Zetimair Wealth Management, Ameriprise Financial Services, and Luvo Wealth Advisors. He also provides pro bono financial planning through the Foundation for Financial Planning and is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual investors, institutional clients, and retirement plan sponsors. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advisory relationships.

Julie Stromberg is a financial advisor at D.A. Davidson & Co. in Seattle, WA, with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with D.A. Davidson & Co. since 2005. Outside of her advisory work, she operates a sole proprietorship called Hooked and Lovely by Jules, where she crochets blankets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Thomas Jaffe is a financial advisor with HSBC Securities (USA) Inc. based in Seattle, WA. He holds Series 63 and Series 66 credentials and has 31 years of industry experience. Since 2012, he has worked at HSBC Securities (USA) Inc., and since 2016 he has also served as a Bank Officer for HSBC Bank USA, N.A., engaging in the sale of bank-related products and services alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm employs a multi-profile investment process with support from HSBC Global Asset Management and third-party providers, serving a diverse client base through coordinated advisory and administrative services.

James Ragan is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He holds the Series 63 license. Outside of his advisory role, he is a partner in an investment-related family trust. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Noah Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 65 credential and one year of industry experience. Prior to joining Private Advisor Group, he held roles in various service and science-related businesses and attended Tufts University. Private Advisor Group is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships, offering portfolio management, financial planning, and retirement consulting services to individuals, trusts, estates, and institutional clients. The firm employs a range of investment strategies and provides access to multiple third-party asset management programs and platforms.

Valerie Laroque is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include positions at The Ascent Group, LLC, Alpha Omega Wealth, and Ameritas Life Insurance Corp. She also serves as a trustee for the Griffiths Family Trust and is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

Dhanise Pagulayan is a CFP® professional with four years of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning in 2022, she worked at Allworth Financial and has background experience outside the financial industry, including roles at Starbucks. Creative Planning serves a diverse client base, including individuals, corporations, foundations, and retirement plans, providing investment advisory and financial planning services. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Megan Mora is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. She has industry experience beginning in 2026 and previously worked at Jane Street Capital from 2022 to 2024. Her background includes a variety of roles across different sectors prior to her advisory career. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning and retirement consulting, utilizing both proprietary and third-party investment models.

Johnathan Greene is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at D.A. Davidson & Co. since 2017 and previously was employed by Ing Direct Investing, Inc. from 2012 to 2016. Greene also owns rental property in Seattle, which he manages outside of business hours. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers a range of services including ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning.

Jon Vinge is a financial advisor with Kestra Advisory in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes sixteen years at Intervest International Equities Corp and ongoing roles at Centara Capital Management Group and Centara Capital. Outside of finance, he participates in The Cycle Sanctuary, an indoor cycling and fitness studio founded by his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Clayton Larsen is a financial advisor with Wells Fargo Clearing in Redmond, WA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo in various capacities since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard North is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, North co-manages two office buildings and oversees an inherited dry land wheat farm in Eastern Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional mandates. The firm offers planning engagements either as one-time or ongoing relationships, emphasizing written recommendations across a broad range of financial topics.