Jaime Manzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Key Investment Services and KeyBank in various capacities since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account solutions, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and integrates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Brighton Hollis is a Series 66 licensed financial advisor with Transamerica Financial Advisors, with three years of industry experience. Prior to his current role, he worked at equitable and BDS Analytics. He is also president of Powerfoods LLC, a pass-through entity primarily used for consulting income. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Aaron Fields is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has 14 years of industry experience, including prior roles at IFS Financial Services, Touchstone Securities, Citadel Film Group, and GWFS Equities Inc./Great West Life & Annuity Insurance Co. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Cuicui Randolph is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. She has worked in various roles within First Command entities since 2021 and also serves in the U.S. Army, where she has been a member for over 27 years. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select and manage model portfolios using approved third-party managers.

Gary Pollock is a CFP® with 34 years of industry experience, currently serving at SPC. He has worked at Parkland Securities, LLC since 2014 and has been with Sigma Planning Corp. since 2002, alongside a long tenure at Midland National Life Insurance starting in 1985. Outside of his advisory roles, he served as president of BEST Dollars for Scholars, a nonprofit providing scholarships to local high school seniors. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a service model that includes discretionary management, co-advisor arrangements, and formal succession protocols.

Jae Yung Lee is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. Prior to beginning his advisory career, he served in the US Army for 22 years. His most recent roles have all been with entities affiliated with First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios and third-party managers selected by a centralized Investment Management Team.

Matthew Sinclair is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2016. Sinclair also manages Barron Financial Services as Branch Manager and is the owner of Sinclair Real Estate LLC, a short-term rental business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Krista Galanin is a financial advisor at Key Investment Services LLC with 18 years of industry experience. She has held her current role since 2010 and holds Series 63 and Series 66 designations. Outside of her advisory work, she is a business partner in SNW Construction LLC with her husband. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and conducting regular due diligence.

Joseph Murray is a financial advisor with Planmember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Planmember and Northwest Advisor Group LLC since 2013. Outside of his advisory work, he operates a business distributing metal buildings and functions as an independent insurance agent. Planmember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on strategic asset allocation and manages risk-based mutual fund portfolios with a process that includes economic analysis, portfolio development, and periodic rebalancing.

Maria Hernandez is a Series 66 licensed financial advisor with 23 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, where she has worked since 2023. Her prior work includes roles at Key Investment Services, KeyBank, Nature Coast Financial Advisors, AE Wealth Management, Lincoln Investment, Legend Advisory, and Legend Equities Corporation. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Jason Light is a CFP® and ChFC® with 12 years of experience in financial advising, currently with Edward Jones since 2013. He also serves as a military officer in the US Army Reserve and is involved in part-time farming and continuing education instruction at Tacoma Community College. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Joshua Jun is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 19 years of industry experience. His previous roles include positions at Bankers Life Securities, Inc. and Bankers Life and Casualty Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Eva Plaster is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. She is involved in the Viator Influencer/Partner Program based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of more than 23,700 financial advisors.

Cynthia Crest is a financial advisor at Edward Jones in Puyallup, WA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at several credit unions and the University of Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of financial advisors and branch offices.

Cheri Landoyer is a financial advisor at Fidelity with a Series 66 designation and eight years of industry experience. Her prior work includes roles at GWN SECURITIES, Inc. and Barron Financial Services before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios, and it holds distinctive registrations and advisory roles within the institutional investment space.

Steven Paine is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Cetera Advisors LLC for three years and has been involved with Gus Paine Insurance, an insurance agency in which he holds a 25% interest, for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources, and offers both discretionary and non-discretionary management.

Dawn Boyle is a Series 66 credentialed financial advisor with Edward Jones, based in Lake Tapps, WA. She has three years of industry experience and has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Pamela Ferris is a financial advisor with Edward Jones in Yelm, Washington, holding a Series 66 designation and seven years of industry experience. She previously worked at State Farm Insurance from 2006 to 2018. Pamela has no active responsibilities with State Farm while serving in her current role. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutional investors, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies supported by a nationwide network of over 23,000 financial advisors.

Bryce Porter is a financial advisor at Equitable Advisors with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Equitable Advisors, he worked in various roles including at Saint Martins University and Fred Meyer Grocery Store. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, offering both discretionary and non-discretionary investment solutions.

Patrick Franck is a CFP® professional with 15 years of industry experience. He is currently with Osaic Wealth, where he began in 2024. His prior experience includes roles at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart shopper and volunteered bartending at community events like Seattle Pride and Bumbershoot. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, plans, corporations, and nonprofits through a broad network of advisors and advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on portfolio construction using asset allocation, risk assessment, and automated rebalancing across multiple asset classes.