Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Her career includes roles at Lincoln Investment Planning since 2012 and Valic Financial Advisors from 2003 to 2012, alongside ongoing insurance sales since 2014. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team using a proprietary fund screening process.

Gregory Harrison is a financial advisor at Foundations Investment Advisors LLC with seven 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 is the sole owner of Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis with model portfolios and asymmetric rebalancing, and it offers a range of affiliated services including tax coordination and sub-advisory arrangements.

Daniel Hernandez is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. His prior work experience spans several industries, including retail, transportation, healthcare, and insurance. Hernandez is currently involved with McKenzie Real Holdings, a senior management business. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm employs a technical and quantitative investment approach focused on ETFs and mutual funds, supported by proprietary research from its affiliate AdvisorGuide, LLC.

Casey Elkins is a Series 65-licensed financial advisor with six years of industry experience. He has worked at Foundations Investment Advisors LLC since 2021 and previously held roles at Elevated Capital Advisors, Rust Automation & Controls, United Rentals, Baker Corp, and Ryan Herco Flow Solutions. In addition to his advisory work, Elkins is involved in fixed insurance sales. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm employs fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a range of advisory and sub-advisory services through a large network of affiliated offices.

Kelly Shelgren is a financial advisor with Capital Analysts in Renton, WA, holding a Series 66 credential and over 10 years of industry experience. She has been affiliated with Lincoln Investment since 2015 and operates Shelgren Financial since 2010. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment management.

Scott Terry is a Series 65-licensed advisor at Integrity Advisory Solutions with one year of experience. He has over 29 years of experience practicing law through his own firm and other legal entities. Integrity Advisory Solutions serves a broad client base including individuals, trusts, estates, and corporations through a network of approximately 100 independent advisors. The firm manages about $1.1 billion in client assets and provides portfolio management, financial planning, retirement consulting, and other advisory services utilizing various investment strategies and third-party platforms.

Mark Stimpson is a financial advisor with Foundations Investment Advisors LLC in Renton, WA. He holds Series 63 and Series 65 credentials and has six years of industry experience at Foundations and Elevated Capital Advisors, along with over four decades operating his own independent advisory practice. In addition to his advisory work, he is involved in selling life insurance and fixed annuities. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, retirement plans, and registered investment companies. The firm uses tailored client profiles and a combination of fundamental, technical, and cyclical analysis, employing model portfolios and sub-advisory arrangements in its investment approach.

Rory Cannon is a financial advisor with Capital Analysts based in Renton, WA, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, Charles Schwab, and Morgan Stanley. Outside of advising, he provides financial professional services through Sagient Financial Group, LLC. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team.

Craig Roth is a financial advisor at Foundations Investment Advisors LLC with 34 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at various firms including Merrill, Kovack Advisors, and Wayfinding Financial. Roth is also the owner of CBR Investment Advisors, LLC, where he assists clients with life insurance and annuity needs. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a mix of fundamental, technical, and cyclical analysis, model portfolios, and an asymmetric rebalancing approach, and it leverages a large network of affiliated offices and sub-advisers to deliver its services.

Robin Gruber is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment Planning and NW Tax Planning. Gruber is also an insurance agent specializing in fixed life products such as fixed annuities, long-term care, and life insurance through FS Financial Strategies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Inc. and Key Bank. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting using customized strategies and a variety of wrap and non-wrap solutions.

Brandon Bules is a financial advisor at Integrity Advisory Solutions with a Series 65 designation and two years of industry experience. He has a background that includes service in the United States Army from 1992 to 2018 and management roles in both the investment and farming sectors. His other business activities include farming operations through Bules Farms, LLC, and estate planning consultation with Integrated Trust Systems. Integrity Advisory Solutions serves individuals, including high-net-worth clients, trusts, estates, corporations, and business clients through a network of approximately 100 independent advisors managing around $1.1 billion in assets. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and utilizes various investment strategies alongside third-party platforms.

Belle Crause is a financial advisor with Integrity Advisory Solutions in Puyallup, WA, holding a Series 65 credential and three years of industry experience. Prior to joining Integrity Advisory Solutions, she worked at Burlington Alliance Capital Management and operated as an independent agent. She is co-owner of an insurance agency providing life, health, and annuity products, and also serves as an estate planning advisor. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and business clients through a network of about 100 independent advisors, managing approximately $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services using various asset allocation frameworks and third-party platforms.

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.

Troy Dawson is a financial advisor with Capital Analysts based in Des Moines, WA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Dawson has worked with Shelgren Financial Group and Lincoln Investment Planning for 15 years. He serves on the board of directors of Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a company focused on the manufacture and distribution of a consumer retail product. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and custom advisor-managed strategies, providing both discretionary and non-discretionary investment services through a nationwide network of independent advisors and an in-house research team.

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, J.P. Morgan Securities, Chase Investment Services, and Ronald Blue & Co., among others. In addition to his advisory role, he owns and operates Guard Legacy, a business involving licensed life and disability insurance sales. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning support, and third-party insurance resource access.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Lincoln Investment since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.