Frederick Jackson is a financial advisor at Key Investment Services LLC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he has been affiliated with Morehouse College and Southern New Hampshire University. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, leveraging corporate affiliations within the KeyCorp group to provide integrated financial services.

William Driver is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and over 50 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., Opus 111 Group LLC, and Kms Financial Services, Inc. Outside of advising, he is involved in fixed insurance sales, dedicating a portion of his professional time to this activity. 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 about $213 billion in client assets. The firm provides a range of managed-account programs, third-party asset management access, retirement consulting, and custody/clearing services.

Millisa Newberg is a Series 65 licensed financial advisor with two years of industry experience, currently practicing at Corient in Seattle, WA. Her prior roles include positions at Columbia Pacific Wealth Management and Columbia State Bank. Outside of finance, she is involved with Rein Fire Ranch, a wedding venue, where she works as a mule handler. Corient provides investment advisory and financial planning services to a diverse clientele, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach that incorporates both in-house and third-party strategies, alongside risk management tools and alternative investment options.

Laurie Adams is a financial advisor at Hightower Advisors with 17 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Journey Strategic Wealth LLC and Eagle Strategies (NY Life). Laurie is also appointed with outside insurance carriers to broker certain non-registered insurance products. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Bradley Stewart is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2020. He previously worked at Robert W. Baird from 2015 to 2020. Outside of his advisory role, Stewart is a consultant and partner at SaledAlpha, LLC, a private company focused on AI data analysis tools, and he serves as treasurer for the Mercer Island Baseball Booster Club. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, offering services such as retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Maura Lentini is a Series 66-credentialed financial advisor at D.A. Davidson & Co. in Seattle, Washington, with 23 years of industry experience. She has been with D.A. Davidson & Co. since 2002. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm follows the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as retirement plan advisory, wrap fee programs, and comprehensive financial planning, as well as a Private Wealth program for clients with over $20 million in net worth.

Sean Baratt is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 66 and Series 63 licenses and 11 years of industry experience. His career includes six years at Edward Jones and roles at KeyBank and Robert Half prior to joining Key Investment Services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client choice in investment model selection while providing recommendations and monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Chadwick Proctor is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and seven years of industry experience. His prior roles include positions at BNY, Bank of America Private Bank, and Northern Trust. He is based in Seattle, WA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates within the Schwab ecosystem and delivers advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Charles Hudelot is a CFP®-credentialed financial advisor at D.A. Davidson & Co. in Seattle, WA, with 10 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Equitable Advisors, and Key Investment Services LLC. He serves as vice president and board member of the Seattle Koyasan Buddhist Temple, where he manages the website and assists with building maintenance. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm operates under fiduciary and ERISA standards, offering services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Tristan Sanabria is a Series 66-registered advisor with First Command Advisory Services and has four years of industry experience. His work history includes roles at First Command’s advisory, brokerage, and insurance services, as well as prior public sector experience with the City of Puyallup and the Washington State Senate. He also served six years in the Washington Army National Guard. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Jennifer Lee is a CFP®, CFA®, and holds a Series 66 license with nine years of industry experience. She is currently with Focus Partners Wealth, LLC, where she has worked since 2025. Prior to that, she worked at Merriman Wealth Management, Avier Wealth Advisors, Edward Jones, and Huntington Learning Center. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and offers a broad range of wealth management and advisory services.

Lisa Ellingboe is a financial advisor at Commonwealth Financial Network with Series 63 and Series 65 licenses and three years of industry experience. She has worked at Commonwealth Financial Network since 2019 and previously held positions at Kitsap Bank and Bank of America. 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 about $212.7 billion in client assets. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Steven Stapley is a financial advisor at Oppenheimer with 10 years of industry experience. He holds a Series 66 designation and has been with Oppenheimer since 2015. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers advisory and brokerage services such as investment management, consulting, retirement services, and financial planning, using a range of strategies including strategic asset allocation and manager selection.

Glen Kim is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at New York Life Insurance Company, NYlife Securities LLC, and Pacific Reliance Insurance. Outside of advisory services, he has been involved in selling property and casualty insurance and is an officer of an insurance agency used for tax reporting purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs, financial planning, and retirement plan services, utilizing a combination of in-house and third-party model portfolios delivered through various platforms.

Angad Mahal is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing one year of industry experience. His prior work includes roles at RBC Capital Markets, Piper Sandler, and Comerica Bank. Outside of advising, he is involved in several business ventures including ownership of a loan brokerage under East Hill Investors LLC, a property and casualty insurance agency, and a CPA firm providing accounting and tax preparation services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Karalyn Carlton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 23 years of industry experience. She previously worked at Cetera Advisors LLC for five years before joining Independent Financial Group in 2018. Outside of her advisory role, she volunteers with the Washington Women's Foundation and participates in grant review and contributions. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing a range of advisory programs and third-party asset managers.

Jarred Chamberlain is a CFA® charterholder with seven years of experience in financial advisory roles. He is currently with Clearstead Advisory Solutions in Seattle, having joined the firm in 2026 following eight years at The Clarius Group and six years at HRK Investments. Clearstead serves affluent private clients and institutional investors, offering comprehensive investment management, financial planning, tax planning, family office administration, and institutional consulting services. The firm manages approximately $33.9 billion in assets and employs a disciplined investment process that integrates portfolio analytics, manager research, and strategic asset allocation across various account types.

Daren Toy is a CFA® charterholder with three years of industry experience. He is currently with Corient in Seattle, WA, where he has been since 2023. Prior to that, he worked at McCutchen Group LLC from 2015 to 2023. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

Joely Meighan is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She has been with the firm since 1995 and holds Series 63 and Series 65 licenses. 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 a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and combining qualitative and quantitative analysis in its investment recommendations.

Derryl Durden is a financial advisor with GWN Securities Inc. in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including roles at Safeco Investment Services, Inc. and as a principal of Durden & Durden, Inc. Durden also serves as a board member for Emerald City Bible Fellowship. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm employs a variety of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies.