Kelli Young is a financial advisor with Ascentis Independent Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, and has 21 years of industry experience. She has worked at Golden State Equity Partners d/b/a Longevity Wealth, Miller Advisors, Inc., Raymond James Financial, and MSI Financial Services, Inc. Kelli is also the owner of Longevity Navigator, LLC, a startup focused on developing long-term planning solutions. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities, providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using discretionary management, third-party managers, and private direct investments, with portfolios monitored and rebalanced regularly.

Ryan Masterson is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has worked at NorthRock Partners since 2023 and previously held roles at Ameriprise and First Allied Advisory Services. Outside of his advisory work, he owns a non-investment-related business in Issaquah, WA. NorthRock Partners provides comprehensive wealth management and advisory services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm employs a tailored, holistic investment approach using broad asset allocation, diversification, periodic rebalancing, and integrates private market allocations, supported by AI tools and human oversight.

Michael Baer is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Merit Financial Advisors and has previously worked at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and Charles Schwab. Outside of his advisory role, Baer serves as the mascot for the Seattle Sounders Football Club and consults on trends in the RIA industry. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation strategy overseen by an internal investment management team and offers a range of account options supported by a network of investment adviser representatives.

Robert Seibel Jr. is a financial advisor at Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Fidelity Investments, Edward Jones, and other financial firms, as well as work outside finance at Union Pacific Railroad and in the food service industry. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation with centrally managed model portfolios, supported by both in-house and third-party investment management, and offers a range of advisory and financial wellness services.

David Goren is a financial advisor at MissionSquare Retirement with 28 years of industry experience. He holds the Series 65 and Series 66 designations and has worked at ICMA Retirement Corporation for 26 years. Outside of his advisory role, he serves as a committee member for the Sahalee Country Club, a nonprofit golf club, where he contributes to member strategy and tournament planning. MissionSquare Retirement serves state and local government employers, their employees, and select nonprofit entities by administering retirement and deferred compensation plans. The firm offers plan administration, education, and advisory services including discretionary Managed Accounts and nondiscretionary Fund Advice, with investment advice developed by Morningstar Investment Management.

Wayne Demeester is a financial advisor at Soltis Investment Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Definitive Advisors LLC and Wells Fargo Clearing. He serves on the BYU Marriott School of Business Entrepreneur Advisory Board and is involved as a partner or board member in several private ventures, including a medical device company. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets and employs a Modern Portfolio Theory-based approach that combines quantitative screening with qualitative manager due diligence across a broad range of investment vehicles.

Spencer Graham serves as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2022. He works closely with clients and their families to develop and maintain customized financial plans, aiming to provide clarity and peace of mind as they pursue their financial goals. His professional background includes various positions at Fidelity Investments, such as Financial Consultant, Planning Consultant, Audit Manager, and Senior Audit Analyst, spanning from 2018 to the present. Prior to this, he worked as a Financial Institution Specialist at the Federal Deposit Insurance Corporation from 2014 to 2017. Spencer holds a California Insurance License. Outside of his professional life, Spencer has interests that include board games, golf, outdoor adventures, skiing, traveling, and volunteering.

Shannon Loughery is an investment advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Blackridge in 2021, she worked at FSIC for 18 years and SCS Systems for 24 years. Outside of her advisory role, she is involved in insurance sales and serves as a host/representative for Pampered Chef. Blackridge Asset Management provides financial planning, investment management, and related consulting services through a network of representatives serving individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a combination of discretionary and non-discretionary portfolio management, utilizing model strategies and third-party managers primarily via an affiliated turnkey asset management platform.

Bijan Ramirez is a CFP® and Series 65 credentialed advisor with nine years of industry experience. He is currently with Merit Financial Advisors and has previously worked at Real Talk Capital, Facet Wealth, Wealth Enhancement Group, and Sva Wealth Management. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy with customizable model portfolios, supported by an internal investment management team and external sub-advisers.

Tait Lane is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Triad Financial Strategies, Financial Advocates Investment Management, and LPL Financial. Lane serves as a board member of the Pearl Professional Condominium Association in Tacoma, WA. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation strategies managed by an internal investment team and committee, offering both discretionary and non-discretionary account options.

Kathleen O’dell is a financial advisor at Merit Financial Advisors with five years of industry experience. She holds a Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments, Ameriprise, and SG Long Financial. Prior to her financial career, she held retail positions at Bath & Body Works and Maurices. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed portfolios and supports both discretionary and non-discretionary accounts.

Jennifer Laduca is a CFP® and holds a Series 65 license with six years of industry experience. She has worked at Pure Financial Advisors, LLC since 2025 and previously spent 11 years at Personal Investment Management, Inc. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management, employing a financial-planning-centered approach based on academic frameworks and continuous planning through its Foundation Financial Plan process.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Pure Financial Advisors, LLC and previously worked at Personal Investment Management, Inc., Charles Schwab, and Morgan Stanley. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach using academic methods such as modern portfolio theory and tax-aware asset location.

Thomas Bakamus is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at PKS Investments, LPL Financial, Triad Investment Management, and Russell Investments. Merit Financial Group is a multi-team SEC-registered advisory firm providing asset management, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with customizable model portfolios and utilizes both internal management and third-party sub-advisers.

Shawna Bain is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation and 15 years of industry experience. She has worked at several firms including PKS Investments, LPL Financial, and Wells Fargo Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed model portfolios and offers a range of account options supported by an internal investment management team and third-party managers.

Luca Procel is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include tenures at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. He is also the owner of Procel Financial, through which he provides advisory services and sells insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, utilizing a combination of fundamental and technical analysis and working closely with third-party managers and custodians like Fidelity and Schwab.

Erik Falkenberg is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Steven Teichler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, multiple program structures, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Scott Milam is a financial advisor at &PARTNERS with 17 years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. Prior to joining &PARTNERS in 2026, he worked at Fisette & Kim Financial Services, Embark Financial Services, and Raymond James Financial Services, among others. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement plan services through both discretionary and non-discretionary approaches. The firm utilizes a variety of analytic methods and model portfolios, managing accounts directly or via third-party managers selected through due diligence.

Steve Weaver is a financial advisor with Eagle Strategies (New York Life) in North Bend, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Weaver Financial, LLC, an independent insurance brokerage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, non-discretionary advisory solutions delivered through a network of affiliated representatives.