Lawrence Meditz is a financial advisor at Key Investment Services LLC with seven years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at KeyBank, Northwestern Mutual, and J.P. Morgan Securities. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm utilizes a multi-provider model with discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates.

Daniel Leach is a CFA® charterholder with over 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2006. He holds a Series 66 license and is based in Everett, Washington. Outside of his advisory role, he contributes to several community and nonprofit organizations, including serving on the advisory board for the City of Everett's New Markets Tax Credit Program and on the board of Providence Regional Medical Center Everett. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning, incorporating both qualitative and quantitative analysis under a fiduciary standard.

Reese Lawrence is a CFP® and Series 66-licensed financial advisor at D.A. Davidson & Co. with three years of industry experience. He has been with D.A. Davidson since 2022, following roles at E.K. Riley Investments and Harnish Auto Family. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory and planning services under fiduciary standards, employing both qualitative and quantitative analysis to recommend and monitor investments.

Kenneth Lane III is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. He previously worked at Warren Lane Bly Financial and Lane Financial Strategies LLC. Kenneth is also registered as an insurance broker, brokering non-registered insurance products outside of his advisory role. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ross Rettenmier is a financial advisor with D.A. Davidson & Co. based in Everett, WA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. Rettenmier serves on various nonprofit boards, including Housing Hope and the Finance Committee of Northshore Christian Church and Academy. D.A. Davidson & Co. provides investment advisory and brokerage services to a range of clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, equity research, and specialized programs such as its Private Wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Georgette Duleba is a financial advisor at D.A. Davidson & Co. in Everett, WA, with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments, Inc. from 2015 to 2019. She is also a beneficiary of a family trust in Arlington, WA, where she manages property inside the trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services that incorporate both qualitative and quantitative analyses, along with specialized programs for high-net-worth clients.

Jake Cameron is a financial advisor with Eagle Strategies (New York Life) based in Lake Stevens, Washington. He holds a Series 66 designation and has been working in the financial services industry since 2026. Prior to joining Eagle Strategies, he worked at Warren Lane Bly Financial and NYLIFE Securities, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shikha Raghuwanshi is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at KeyBank and Wells Fargo. 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 clients through a network of financial professionals. The firm uses a multi-provider model for portfolio implementation and offers various wrap programs alongside custodial and insurance services.

Jeffrey Biermanski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2010. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Steven Franco Ross is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2015, previously holding roles at Key Bank, Banc of America Investment Services, and KeyBanc Capital Markets. Ross has been nominated to serve as Treasurer for his child's elementary school PTA, where he assists with budgeting and audit-related tasks. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and integrates model portfolios designed by in-house and third-party managers, often managing assets on a non-discretionary basis.

Douglas Warren is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has served in various roles since 2004 with New York Life Insurance Company and its affiliates, and currently operates under Larsen & Warren Financial Group LLC, where he brokers non-registered insurance products. 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 offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Cheri Williams is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 15 years of industry experience. She has worked at Independent Financial Group since 2011 and has been associated with John McKeon & Associates since 2001. Williams also maintains a long-term involvement with Cardinal Frame Shop since 1990. Additionally, she has a 2% ownership interest in McKeon Financial, used for marketing purposes. Independent Financial Group provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and active and passive investment exposures.

Joseph Jraitiny is a CFA® charterholder with six years of industry experience. He is currently with RBC Rochdale, LLC and has previously worked at CNR Securities, LLC, Freestone Capital Management LLC, Cornerstone Advisors, and Harbourvest Partners. RBC Rochdale serves a diverse client base including high net worth individuals, investment companies, corporations, and nonprofit organizations. The firm employs an active, multi-strategy investment approach that integrates quantitative and fundamental analysis, offering tailored portfolio management across equities, fixed income, and alternative investments.

Dana Lashbaugh is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation and no prior industry experience. She has worked at Integrated Wealth Concepts since 2026 and concurrently with The CPA Group PLLC since 2019. Previously, she was employed at Arnie's Restaurants NW Inc and Vine Dahlen PPLC CPAs. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term investment approach.

David Osburn is a Senior Resident Director and Wealth Management Advisor with over 25 years of experience in the financial services industry. Since beginning his career in 1999, David has managed individual wealth through various market and life cycles, emphasizing a comprehensive and customized approach that prioritizes understanding each client's unique needs and goals. He focuses on areas including college education planning, executive compensation, family wealth management strategies, retirement income, and tax minimization, among others. David works closely with clients and trusted professionals to design, implement, and review tailored wealth management strategies aimed at managing investment risk and protecting clients' legacies. David holds a Bachelor's Degree from the University of Washington School of Business with a concentration in Finance. He has obtained professional designations such as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Born and raised in the Pacific Northwest, David is actively involved in his community through volunteering, including participation with the Mill Creek Little League. Outside of his professional commitments, he enjoys spending time with his wife and twin boys, sharing a passion for baseball and golf.

Daniake Tews is a financial advisor at Edward Jones with three years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, she worked at Torrey Pines Distribution and Nordstrom. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Angela Lane is a Series 66-licensed financial advisor with Edward Jones in Arlington, WA. She has 11 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Alan Writer is a financial advisor with Thrivent Investment Management in Lake Stevens, WA, holding a Series 66 credential and 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering comprehensive written recommendations on various financial topics without portfolio management or institutional advisory services. The firm employs a holistic, goal-based approach combining planning with managed-account options under a consolidated billing structure called “WealthPlan.”

Roma Malhotra is a financial advisor with Merrill in Snohomish, WA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Her prior work includes positions at Bank of America and Pier 1 Imports. Outside of her advisory role, she is involved with MATR Corporation, a gas station and convenience store business owned by her husband, where she assists with stocking, cleaning, and cashier duties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a broad range of individual and institutional clients.

Thomas Little is a financial advisor with UBS Financial Services in Everett, WA, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with UBS since 2015. Outside of advisory work, he owns and manages several businesses related to sales and leasing of heavy equipment, vehicle sales, and commercial real estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client solutions.