Alexander Norkus is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with firms including Advised Assets Group, LLC, GWFS Equities, Inc., and T. Rowe Price. His background also includes roles outside of financial services, such as time with the US Army National Guard and Clemson University. He is currently with Empower Advisory Group, which provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within Empower’s recordkeeping and administrative platforms.

John Hampton is a financial advisor at &PARTNERS with 27 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of proprietary and third-party strategies across discretionary and non-discretionary accounts.

Brett Boyer is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network and Pillar Financial Group since 2019. His prior experience includes roles at Weinand Financial, KMS Financial, and Casualty Loss Consultants. He is also involved in fixed insurance sales, dedicating a portion of his professional time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of about 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Bryan Baker is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Key Investment Services and KeyBank since 2003. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection and ongoing oversight while providing access to third-party discretionary managers and comprehensive reporting.

Aaron Steele is a financial advisor with Independent Financial Partners in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Bedrock Investment Advisers since 2017 and has worked as a self-employed advisor since 2013. Outside of finance, he owns and operates a janitorial business called Sound Cleaning. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12 billion in assets as of the end of 2024. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services for individual, charitable, corporate, and high-net-worth clients.

Jeremy Williamson is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Fulcrum Capital, Apella Capital, and Edward Jones. Before entering the financial sector, he worked in the coffee industry with Olympia Coffee Roasting Company and Vessel Coffee Roasters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Bloom is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Enfusion from 2022 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Pamela Lamichhane is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Merrill and various banking institutions. Outside of advising, she is a self-published author on Kindle Direct Publishing. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and offers discretionary and non-discretionary investment solutions across multiple asset classes, supported by integrated broker-dealer and alternative investment capabilities.

Ryan Sundberg is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, Heritage Bank, and Thrivent Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection, ongoing monitoring, and offers access to third-party discretionary managers while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Mario Oliver is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked at Leidos Inc and served in the US Army. First Command Advisory Services 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 built from mutual funds, ETFs, and third-party managed accounts, utilizing a centralized Investment Management Team to design and monitor portfolios.

Gary Campbell is a financial advisor at Hightower Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Financial Advocates Investment Management, Valor First, and LPL Financial. Outside of his advisory work, he manages office buildings that he owns and rents as suites. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and access to proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Michelle Lasko is a financial advisor with Commonwealth Financial Network in Lacey, WA, holding a Series 66 designation and two years of industry experience. She has worked at Pillar Financial Group since 2013 and has been affiliated with Commonwealth Financial Network since 2013. Outside of her advisory role, she serves as a bookkeeper for the Brookfield Plaza COA, managing financial records and dues payments. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, and compliance support, with investment strategies that include discretionary model portfolios and personalized indexing options.

Janeen Babas is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at &PARTNERS and has a background that includes nearly two decades with Wells Fargo in various roles. Outside of her advisory work, she serves as a board member for the Yelm Seventh-Day Adventist Church, assisting with church programs. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a blend of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Nancy Lapointe is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 26 years of industry experience. She has been associated with Commonwealth and Navigate Financial Inc. since 2013, where she is also the owner. Outside of her advisory work, she is president of Empowered Women Productions, which organizes the "Day of Empowerment" event, and she leads Reset Build Invest Productions, focusing on financial education through media and events. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, with discretionary model portfolios managed by its Investment Management and Research team.

Rommel Garcia is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 credentials and two years of industry experience. His career includes roles at KeyBank and educational positions at Washington State University and Pierce College. Outside of finance, he works as a delivery driver. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining oversight through a due diligence committee.

Jacob Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. Before joining Wealth Enhancement, he worked at Alter Domus and held various roles at Anderson University and Sky Zone. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, utilizing a diversified investment approach that blends passive and active strategies and includes oversight by an internal Investment Committee.

Joseph Lanham is a Series 66-licensed financial advisor with \u0026Partners, bringing two years of experience in the industry. His prior work includes over two decades at Wells Fargo Bank N.A. and Wells Fargo Advisors. He serves on several boards in Olympia, WA, including roles with the Thurston County Chamber of Commerce, the Washington Pacific District Board, and Northwest Nazarene University, where he acts as treasurer and participates on the university foundation's investment committee. \u0026Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a range of analytical methods and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Janelle Cromwell is a CFP® with 12 years of industry experience, currently advising at Rockefeller Financial LLC since 2021. Prior to joining Rockefeller Financial, she worked at Bank of America and Merrill from 2015 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Jacob Baker is a financial advisor with PlanMember Securities Corporation in Lacey, Washington. He holds Series 65 and Series 63 licenses and has four years of industry experience. His background includes roles at Ascent Financial and several other firms across various industries. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education, support services, and personalized retirement planning.

Lance Williams is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. His prior work includes positions at Bank of America and Merrill, where he spent over a decade each. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions alongside brokerage, insurance, and investment banking capabilities.