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.

Darin Ring is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Key Investment Services since 2009 and previously worked at Chase Investment Services Corp. and Wamu Investments, Inc. 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 uses a multi-provider model for portfolio management, combining discretionary implementation and strategist portfolios, and integrates offerings with KeyCorp affiliates for additional advisory and banking services.

Brady Jowell is a CFP® with five years of industry experience, currently serving as a financial advisor at &PARTNERS. He has previously worked at Raymond James Financial and Fisette and Kim Financial Services LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a mix of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Matthew Zager is a Series 66 licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is also associated with Fisette & Kim Financial Services, LLC in a non-investment-related capacity. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary account management options.

Sharon Stevens is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with NYLife Securities and New York Life Insurance. Her background also includes experience in fixed insurance products such as fixed life, fixed annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Peter Boyack is a financial advisor at Creative Planning with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup Global Markets, FAC Wealth Management, and American Capital Wealth Managers. Outside of his advisory role, he is involved in a non-investment real estate business. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

John Field is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. His career includes 13 years at Frank Russell Company before joining Steward Partners Investment Solutions, LLC, where he has worked since 2018. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of advisory services including portfolio management, financial planning, and pension consulting through both proprietary and third-party investment solutions.

John Ritezel is a financial advisor with Commonwealth Financial Network in Issaquah, WA, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Mass Mutual Investors Services. He also engages in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, working with clients to implement portfolios through a combination of internal model portfolios and external subadvisers.

Lynn Chambers is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, Lynn worked at firms including Morgan Stanley and Citigroup Global Markets. Outside of advisory work, Lynn is involved in distributing wearable medical devices and provides financial education through a separate consulting business. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led approach that emphasizes low-cost indexing, tax-loss harvesting, and selective private market investments. The firm manages approximately $295.6 billion in assets through a large team of advisors and provides integrated legal, accounting, and trust services.

Hyon Kim is a CFP® professional with 19 years of industry experience. He is currently with &PARTNERS and has previously worked at Fisette & Kim Financial Services, Raymond James Financial Services, key Investment Services, and Embark Financial Services. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a range of investment strategies, utilizing both proprietary and third-party models, and operates under dual registration as a registered investment adviser and broker-dealer.

Bradley Venables is a financial advisor with Empower Advisory Group in Monroe, WA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Strategic Wealth Designers, Wells Fargo Clearing, and Key Investment Services. 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 connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Jennifer Mc Curdy is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and Key Bank since 1995. 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. The firm employs a multi-provider model for discretionary implementation and emphasizes wrap-fee programs, integrating services with KeyCorp affiliates.

Carlos Lopez is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he manages Turtle Shell LLC, a non-investment-related business based in Sammamish, WA. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning–led investment process with low-cost indexing and buy-and-hold strategies, supplemented by direct indexing and tax-loss harvesting, and offers a range of retirement plan fiduciary services supported by affiliated legal, trust, and recordkeeping businesses.