Brett Boyer is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior roles include positions at Commonwealth Financial Network, Weinand Financial, and Edward Jones. He is also involved in fixed insurance sales alongside his advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, supporting a variety of investment platforms and serving some of the largest institutional investors.

Bryan Baker is a financial advisor at Key Investment Services LLC with 25 years of industry experience and holds a Series 66 designation. He has been with Key Investment Services in various capacities since 2006 and previously worked at KeyBank from 2003 to 2020. 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 plan clients through a large network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolio design, primarily offering non-discretionary model selections supported by custodial and trade execution services through Pershing.

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 work includes roles at Navigate Financial, Fulcrum Capital, Apella Capital, and Edward Jones. Before his career in finance, he spent several years working in the coffee roasting industry. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services, with investment options ranging from mutual funds and ETFs to personalized indexing and tax-aware strategies.

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 with Key Investment Services LLC, holding the Series 66 designation and five years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and Heritage Bank. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management and offers wrap-fee programs supported by affiliated KeyCorp entities.

Gary Campbell is a financial advisor at Hightower Advisors with Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Financial Advocates Investment Management, Valor First, LLC, and LPL Financial. Hightower Advisors provides investment advisory and planning services to individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and serves a broad range of client types including pension plans, charitable organizations, and private pooled investment vehicles.

Michelle Lasko is a financial advisor with Kestra Advisory holding a Series 66 designation and three years of industry experience. She previously worked at Pillar Financial Group and Commonwealth Financial Network. Outside of her advisory role, she serves as a bookkeeper for a local community owners association. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers fiduciary consulting, plan design, investment advice, and various managed solutions, serving a wide range of clients including large institutional investors.

Janeen Babas is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at &PARTNERS and previously spent nine years at Wells Fargo Clearing, following a long tenure at Wells Fargo Bank, N.A. Babas serves as a board member of the Yelm Seventh-Day Adventist Church, where she helps with programs. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm provides investment management and financial planning services using a mix of proprietary and third-party strategies, and operates with both registered investment adviser and broker-dealer registrations.

Nancy Lapointe is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. She holds the CFP® and ChFC® designations and has previously worked at Navigate Financial Inc., MSI Financial Services, Inc., and PRUCO Securities, LLC. Outside of her advisory role, she is president of Empowered Women Productions, which organizes the "Day of Empowerment" seminar, and leads Reset Build Invest Productions, a financial education initiative. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody services, allowing advisors to implement portfolios using internally managed models or external platforms.

Rommel Garcia is a financial advisor at Key Investment Services LLC in Lacey, WA, holding Series 66 and Series 63 credentials with three years of industry experience. His prior work includes roles at KeyBank and educational institutions such as Washington State University and Pierce College. Outside of his advisory work, he also works as a delivery driver for Uber. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services, relying on a multi-provider model combining discretionary implementation and third-party portfolio management.

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, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining PlanMember, he worked at Ascent Financial and has experience in various other roles including delivery and retail. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

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.

Jessica Crandall is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC, LPL Financial LLC, and Weinand Financial, Inc. Wealth Enhancement Advisory Services manages over $122 billion in regulatory assets under management, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified, risk-class based investment process that blends passive and active managers, supported by quantitative, momentum, and fundamental analysis.

Derik Bean is a Series 66-licensed advisor with Empower Advisory Group, based in Tumwater, WA. He joined Empower in 2026 and has prior experience working at the Washington Secretary of State's Office and the Washington Department of Financial Institutions. Bean also spent several years in full-time education and held a position at Washington State Employees Credit Union. 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 focuses on long-term portfolio returns and savings rates in its financial planning approach and manages a large participant base relative to its adviser headcount.

Luke Schwarz is a financial advisor with Ameriprise in Olympia, WA, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at Ameriprise and Ameriprise TVZ Wealth Advisors, as well as work in contracting and retail. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through a centralized service team.