Brian Lowery is a financial advisor at Wealth Watch Advisors, Inc. with eight years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Elevated Capital Advisors, Regal Investment Advisors, Fusion Capital Management, and OnPointe Advisory and Financial Services. Outside of his advisory role, he owns Stoneway Financial Services, which focuses on life insurance and annuity product sales. Wealth Watch Advisors serves a diverse client base including individuals, pension plans, trusts, and financial institutions. The firm employs a range of investment strategies through vetted third-party model managers and offers services such as portfolio management, financial planning, and consulting, including private placements for accredited investors.

Benjamin Ambrosini is a financial advisor at Axxcess Wealth Management, LLC with four years of industry experience. He holds a Series 65 credential and has worked at several firms, including Prime Capital Investment Advisors, LLC, and 20/20 Financial Advisers of Cardiff by the Sea. Ambrosini is also licensed as an insurance agent, focusing on fixed-insurance products. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs a multi-asset portfolio approach utilizing fundamental, technical, and cyclical analysis and offers distinctive third-party manager integration and administrative services through its Third-Party Asset Management Platform.

Jerald Halverson is a financial advisor with Citizens Private Wealth, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Citizens Bank NA, Lion Street Financial, J.P. Morgan Securities, First Republic Investment Management, UBS Financial Services, and Kestra Investment Services. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, pension plans, trusts, and charitable organizations. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework, offering both discretionary portfolio management and non-discretionary recommendations, and benefits from its affiliation with Citizens Bank, N.A., which provides additional banking and lending resources.

Mark Schaffer is a financial advisor at Madison Partners with 31 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. Prior to joining Madison Partners in 2026, he worked at Armstrong Advisory Group Inc., Securities America Advisors, Inc., and SCOTTRADE, Inc. Mr. Schaffer maintains active individual insurance licenses but does not conduct insurance business. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm’s investment approach is primarily long-term and customized, utilizing ETFs, mutual funds, individual equities, fixed income, and alternatives, often implemented through third-party sub-advisers and model portfolios.

Aaron Sanstrum is a financial advisor at Nations Financial Group, Inc. with 26 years of industry experience. He holds a Series 66 designation and has been with Nations Financial Group since 2005. In addition to his advisory role, he owns a CPA and tax consulting business and operates a farming enterprise involving animal care and property management. Nations Financial Group, Inc. provides investment advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, trusts, and charitable organizations. The firm’s investment approach combines proprietary model portfolios with the option to select outside managers, allowing advisors to tailor strategies based on client objectives, risk tolerance, and liquidity needs.

Kris Kienzle is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 designations and 26 years of industry experience. Prior to joining Mutual Advisors in 2020, he worked at Ameriprise Financial Services and Dewam Distributors Inc. Outside of advisory work, he is the owner and CEO of a wholesale distribution business specializing in stainless steel fasteners. Mutual Advisors serves a diverse range of clients including individual investors, trusts, retirement plans, and institutional investors. The firm manages portfolios using both active and passive strategies tailored to client objectives and is notable for its scale of institutional assets under management and service to uncommon institutional types such as sovereign wealth funds.

Michael McDonald is a financial advisor with Western Wealth Management LLC and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including prior roles at LPL Financial, U.S. Bancorp Investments, Wells Fargo Investments, and Cetera Wealth Services. Outside of his advisory work, he is employed as a clerk at Costco and operates an internet sales business on eBay and Amazon. Western Wealth Management serves a diverse client base including individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm operates a decentralized network of investment adviser representatives, offering a range of portfolio management and consulting services supported by multiple model portfolios and third-party managers.

Brittany Cross is a financial advisor at First Heartland Consultants, Inc. with 21 years of industry experience. She holds a Series 66 designation and has worked at First Heartland Capital Inc. and D.A. Davidson & Co. prior to her current role. Outside of her advisory work, she volunteers as a youth soccer assistant coach. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program, delivering advisory services through independent investment adviser representatives using a variety of analytical and asset-allocation techniques.

Larry Mc Clanahan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP® and ChFC® designations and possessing 25 years of industry experience. He previously worked at Secondhalf Planning & Investment, LLC, Kms Financial Services, Inc., and Valic Financial Advisors. He is also involved in fixed insurance advisory activities with Wealth Enhancement Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets, employing a diversified investment approach that blends passive and active managers and uses quantitative, momentum, and fundamental analysis.

William Terry III is a financial advisor at Money Concepts Capital Corp in Portland, OR, holding Series 65 and Series 66 licenses with 25 years of industry experience. He has worked at Money Concepts Capital Corp since 2013 and was a Byrna Dealer from 2023 to 2025. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, using fundamental and technical analysis alongside modern portfolio theory to manage approximately $3.33 billion for around 14,700 clients.

Jeffrey Maclardy is a financial advisor with Concurrent Investment Advisors, LLC based in Vancouver, WA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Concurrent, he worked at Purshe Kaplan Sterling Investments and Raymond James Financial. In addition to his advisory career, he has been involved in computer consulting for over 25 years at JAM Computer Consulting. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Michael Squier is a CFP® and ChFC® credentialed advisor at Mercer Global Advisors Inc. with 20 years of industry experience. He worked at The Vanguard Group, Inc. for 17 years before joining Mercer Global Advisors. He also serves as an adjunct professor at New York University, teaching a graduate-level course on investment and wealth management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with a mix of low-cost ETFs, index funds, and other strategies, complemented by educational content and integrated affiliated service lines.

Caitlyn Ruiz is a financial advisor at Empower Advisory Group with a Series 65 license and less than one year of industry experience. Her prior work includes roles at MagnaCare and Ultra Bright Lightz, among others. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and clients’ savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

Daniel Zamoshnikov is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at KeyBank and Waddell & Reed Inc. Outside of finance, he operates a photography business. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm employs a multi-provider model with discretionary and non-discretionary management options and integrates services with KeyCorp affiliates.

Peter Gruenes is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Morgan Stanley, E*TRADE Securities, TD Ameritrade, T. Rowe Price Advisory Services, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage account holders. The firm combines proprietary and third-party methodologies to offer point-in-time financial plans and optional managed account solutions within an integrated model linked to Empower’s recordkeeping and administrative platforms.

Clinton Legeyt II is a financial advisor with Valic Financial Advisors in Camas, WA, holding a Series 66 designation and 28 years of industry experience. He has been with Valic Financial Advisors since 2012 and also works with AIG Capital Services, Inc. since 2019. Outside of his advisory role, he is employed as a personal trainer at Cascade Athletic Club, providing one-on-one and group fitness training. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Douglas Maclardy is a financial advisor with Concurrent Investment Advisors, LLC in Vancouver, WA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James, LPL Financial, and VOYA Financial Advisors. He serves on the board of directors for Petros Network, a nonprofit organization. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Jeffrey Strittmatter is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Russell Investments Financial Services, Invesco, Cetera, and Regions Bank. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advisory programs, relying on Morningstar Investment Management for portfolio construction and oversight. The firm manages a large client base primarily with non-discretionary assets and does not target high-net-worth or corporate clients.

Dick Schulz is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Brookstone Capital Management, CL Wealth Management LLC, Cabot Lodge Securities LLC, and Wilbanks Securities Advisory. Schulz is also the founder of Jesus' Family Ministries, a nonprofit focused on promoting the importance of family, for which he authored a book and maintains a web presence. Foundations Investment Advisors provides financial planning and portfolio management services to a diverse client base that includes individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis alongside model portfolios and an asymmetric rebalancing approach, often incorporating third-party sub-advisers and custodians in its service delivery.

Alex Baasten is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020. Baasten serves as treasurer on the La Salle Catholic College Preparatory Alumni Board. He is also a co-owner of Cascade Wealth Advisors, LLC, which manages his Ameriprise business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice and written Recommendation Reports to clients approaching or in retirement.