Jon Murdock is a financial advisor at Navy Federal Investment Services, LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Hohimer Wealth Management. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm employs model portfolios managed by third-party portfolio managers and provides ongoing due diligence and account monitoring.

Linda Jensen is a financial advisor with Simplicity Wealth in Olympia, WA, holding the ChFC® designation along with Series 65, 66, and 63 licenses. She has 26 years of industry experience and has worked at several firms including Wealth Watch Advisors and Impact Partnership Wealth. Outside of advisory services, she is an author and maintains an insurance sales business through Heart Financial Group. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering services that range from financial planning to a managed account platform for advisers.

Petros Koumantaros is a financial advisor at Intellicents Investment Solutions Inc. with eight years of industry experience. He holds a Series 65 credential and has been with Intellicents since 2018. In addition to his advisor role, he serves on the advisory board of the Seattle Rotary Boys & Girls Club, is a director of the Pano Koumantaros Cancer Research Fund, and teaches financial literacy to 7th and 8th grade students at St. Joseph School of Seattle. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, and individual clients, including charitable institutions and municipalities. The firm employs a long-term, buy-and-hold investment approach with oversight from a CFA-designated Chief Investment Officer and offers a range of services, including ERISA consulting, individual wealth management, and wrap fee programs.

Joseph Cilley is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He serves as a board member of the Graham Hill Mutual Water Company, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central investment team and committee, with advisors able to customize portfolios on various platforms.

Lincoln Kopetski is a CFP® with 27 years of industry experience, currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He is also the owner of Chinook Services LLC, a finance and accounting business entity. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee.

Geoffrey Johnson is a financial advisor at Symmetry Partners with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Edward Jones, Virtus Investment Partners, and John Hancock. Symmetry Partners provides investment management services to individuals, retirement plans, pension and institutional clients, and serves as adviser to registered investment companies and ETFs. The firm employs a quantitative, research-driven investment approach using model portfolios, separately managed accounts, and retirement programs, with a focus on Modern Portfolio Theory and factor-based methods.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an advisor at Merit Financial Advisors. Prior to joining Merit, Baylee worked at LPL Financial and has a background that includes roles at Starbucks Corporation and Wescom Credit Union. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central Investment Management team and Investment Committee.

Yu Li is a Financial Advisor at Merrill Lynch Wealth Management. With 12 years of experience in the industry, Yu has managed a range of investments including private placement funds, municipal bonds, upstream oil and gas drilling programs, and real estate development projects. Yu applies deep knowledge of investment and business operations to daily strategy development, focusing on analysis across different industries and company evaluations. Yu's expertise covers family wealth planning, corporate cash flow management, and tax efficiency in investments. Areas of client focus include divorce transition planning, employee benefits planning, family wealth management strategies, institutional investment consulting, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Yu provides number-driven investment advice to develop customized strategies tailored to clients' unique financial goals. Yu holds a Master's Degree in Engineering from Saint Martin's University and holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. Yu is fluent in English, Chinese, Mandarin, and Wu, and is affiliated with Merrill Lynch Wealth Management. Personal interests include reading, scuba diving, table tennis, traveling, and woodworking.

Zale Crawford is a financial advisor with Commonwealth Financial Network based in Vancouver, WA. He holds the CFP® and ChFC® designations and has 29 years of industry experience. Crawford has been associated with Pillar Financial Group, LLC since 2013 and continues to serve there alongside his role at Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of nearly 3,000 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to operate under their own brands within a comprehensive platform.

Emily Bloom is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Miro, Slalom, and Gonzaga University. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Thomas Goringe is a financial advisor at Focus Partners Wealth, LLC in Olympia, WA. He holds a Series 65 credential and has prior experience at Fisher Investments and Liberty Mutual. His career also includes a period at the University of Oregon. Focus Partners Wealth serves a diverse client base including individual, high-net-worth, family office, corporate, retirement plan, and institutional clients. The firm offers a wide range of wealth management services and employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with third-party managers and alternative strategies.

Austin Hill is a financial advisor with First Command Advisory Services in Lakewood, WA, holding a Series 66 designation and four years of industry experience. His prior work includes service in the U.S. Army and roles at the University of Wisconsin-Whitewater. Outside of advising, he is a member of Phoenix Firms LLC, where he assesses and votes on capital contributions for property acquisitions in Wisconsin. 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 using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Christina Bates is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank during her career. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment choices combined with ongoing monitoring and third-party product due diligence. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Andrew Hooper is a financial advisor with Eagle Strategies (NY Life) based in Olympia, WA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include work with New York Life Insurance Company and Nylife Securities, and he is involved in several business ventures including blacksmith tools manufacturing and leading an obstacle course racing social media group. Hooper also serves as Chairman of the Board at Summit Pacific Medical Center. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christine Jackson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Bankers Life Advisory Services since 2022 and has worked at affiliated entities within Bankers Life since 2011. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Michael Weinand is a CFP® professional with 33 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has held prior roles at Weinand Financial, Inc., LPL Financial, LLC, and Kms Financial Services, Inc. Outside of financial advising, he is a commissioned notary. 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 and employs a diversified, risk-class based investment process combining passive and active management overseen by an internal Investment Committee.

George Calbert is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining the firm, he served in the US Navy for 32 years. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Marlee Lawson is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and beginning her career in 2025. Prior to joining PlanMember, she worked at Batik Financial and Amazon, and has experience in educational roles at Pacific Lutheran University and Capital High School. 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 offers a top-down strategic asset allocation approach with risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling services.

Ransen Lat is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, and compliance support, while advisors have discretion to construct portfolios from a wide range of securities and insurance products.

Jiahui Feng is a financial advisor at First Command Advisory Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service in the U.S. Army and U.S. Army Reserves. Feng has worked at multiple entities within the First Command organization since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific 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 that selects model portfolios and third-party managers from approved lists.