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 and holds Series 63 and Series 66 designations. She has been with Key Investment Services since 2010. Outside of her advisory work, she is a business partner with her husband in SNW Construction LLC. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm uses a multi-provider platform model and integrates services from affiliated KeyCorp entities, offering a range of wrap programs and custodial services.

Joseph Murray is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been involved with Northwest Advisor Group LLC and Planmember Securities Corporation since 2013. Outside of finance, he operates a metal building distribution business. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its Asset Allocation Portfolios. The firm’s investment approach centers on a top-down strategic asset allocation framework with risk-based mutual fund portfolios ranging from conservative to aggressive.

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, Washington, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Bankers Life Securities, Bankers Life and Casualty Company, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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. Prior to joining LPL Financial in 2018, he worked at Cetera Advisors LLC from 2015 to 2018. He is also involved in an insurance agency, Joseph A Paine Inc, doing business as Gus Paine Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. Its offerings include financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Bryce Porter is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Saint Martins University and Fred Meyer Grocery Store. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and focuses on matching clients to appropriate investment models based on risk tolerance and plan information.

Patrick Franck is a CFP® professional with 15 years of experience in financial advising, currently with OSAIC since 2024. His prior roles include positions at Woodbury Financial Services and Foresters Advisory Services. Outside of advising, he has worked as an Instacart Shopper and has volunteered bartending at community events such as Seattle Pride and Bumbershoot. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering comprehensive financial planning and investment management. The firm uses a model-based investment approach with various portfolio management options and maintains a complex affiliate network supporting its broad range of financial services.

Gregory Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at Lincoln Investment Planning and Shelgren Financial Group. Nelson is also involved with Chambers Bay Wealth Management, an affiliated insurance agency related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephen Bowden is a financial advisor with LPL Financial in Lakewood, WA, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Ek Riley Investments, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Benjamin Bisnett is a financial advisor with Edward Jones in Buckley, Washington, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Clarity Capital Management, LPL Financial, LLC, and Invest Financial. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors, and manages approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with a large national network of advisors and branch offices.

Mark Kafentzis is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and proprietary mutual funds. The firm also offers tax-efficient services and operates under a fiduciary standard.

Gregory Paine is a financial advisor with LPL Financial and holds the ChFC®, Series 63, and Series 65 designations. He has 40 years of industry experience, including five years with Cetera Advisors LLC and over four decades with Gus Paine Insurance Benefit Services. In addition to his advisory work, he is involved with Oasis de Caroleta, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning and model portfolio programs, supported by advanced operational and research tools.

Troy Haueter is a financial advisor with Equitable Advisors, holding a Series 66 designation and 13 years of industry experience. He has worked at Equitable Advisors since 2013 and previously had roles with Axa Advisors, LLC and Edward Jones. Outside of investment advisory, he is certified to offer Medicare supplemental and advantage plans for clients who are retiring or age 65 and older. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement consulting, and asset management through various advisory programs and third-party managers.

Melissa Blattler is a financial advisor with Edward Jones in Puyallup, WA. She holds a Series 66 designation and has experience in real estate, having worked for Keller Williams Realty and Skyline Properties prior to joining Edward Jones in 2025. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.