Christopher Herkert is a financial advisor with Founders Financial Securities LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Founders Financial Securities since 2021 and has maintained his own practice, Herkert & Associates, since 2010. His background includes over a decade at Woodbury Financial Services, Inc. He also operates an independent insurance agency under his DBA for life insurance sales. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory services, combining discretionary portfolio management, third-party asset managers, financial planning, and insurance, with investment approaches tailored by individual advisers and delivered through multiple specialized program platforms.

Chase Mauro is a financial advisor at Mariner Independent with six years of industry experience. He holds the Series 66 designation and has worked at Mauro Capital Management, UBS Financial Services, and in early childhood education. Mauro is also licensed as a fixed insurance agent. Mariner Independent serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, portfolio management, and retirement consulting, utilizing both model portfolios and customized strategies supported by affiliated and third-party managers.

Joshua Konen is a financial advisor at Merit Financial Advisors with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Woodbury Financial Services, and Reis Financial Services. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services including asset management, financial planning, retirement plan advice, and employee financial-wellness programs, using a long-term, diversified investment approach overseen by an internal Investment Management team and Investment Committee.

Michael Perry is a financial advisor at &Partners with 30 years of industry experience. Prior to joining &Partners in 2025, he worked at Wells Fargo Clearing and Wells Fargo Advisors. &Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, providing investment management, financial and tax planning, and ERISA consulting through both discretionary and non-discretionary approaches.

Jackson Morrow is a CFP® and holds a Series 66 license. He is currently affiliated with &PARTNERS and has one year of industry experience. Prior to joining &PARTNERS, he worked at US Tech Solutions and held roles in education and golf course management. &PARTNERS serves a diverse range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with options for discretionary and non-discretionary account management.

Peter Moormeier is a CFP® and holds a Series 66 license with 16 years of industry experience. He has worked at Creative Planning since 2018 and previously spent five years at TIAA-CREF. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various active management techniques and comprehensive retirement plan services.

Scott Steele is a financial advisor with TIAA-CREF in Bellingham, WA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior work includes roles at Calamos Advisors LLC, Cetera, and Hennion & Walsh Asset Management, among others. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, corporations, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management under a fiduciary standard, utilizing model and customized portfolios through its various managed account programs.

Jonathan Neville is a financial advisor at Key Investment Services LLC with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at Skyline Advisors, Inc. and Thrivent Investment Management Inc., and has held roles outside finance with Hilltop Church and Christ Church. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs and model portfolios, emphasizing client-directed investment strategies and ongoing monitoring. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Christina Brillowsky is a Series 66-licensed financial advisor with three years of industry experience. She is currently with United Planners Financial Services of America and has prior experience at Cheryl Hirss and Larson Gross. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based solutions through a network of 477 independent advisors.

Neal Kloke is a financial advisor with Lincoln Investment in Bellingham, WA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and also has roles at NWM Financial Services and Kloke Financial Enterprises Inc. Outside of advising, Kloke serves as treasurer and board member of NAIFA Washington and manages a tax and accounting services business. He is also an officer of the Dallas Kloke Family Foundation, which supports local organizations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages both in-house and third-party investment strategies using a combination of strategic and tactical approaches.

Craig Brown is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Merrill for 11 years and LPL Financial for 15 years. Outside of his advisory roles, he is involved with My Place in Space, a non-investment home-based business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and uses multiple strategies and technology platforms while offering both discretionary and non-discretionary services.

Michael Meggyesy is a CFP® with 30 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2011. He is a joint owner of Buckwheat's Guide Shack, LLC, and holds a 46% ownership interest as a limited partner in Corner Taphouse, a business in Bellingham, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, equity research, and comprehensive financial planning.

Aron Thompson is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018, following an 11-year tenure at Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Eric Pedersen is a financial advisor with D.A. Davidson & Co. in Bellingham, WA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, financial planning, and private wealth management.

Jennifer Robinson is a financial advisor at &PARTNERS with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Patricia Wasp is a CFP® professional with over 21 years of experience in the financial services industry. She has been with VALIC Financial Advisors since 2004 and also holds a role with Agia involving non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Steven Alvord is a financial advisor with D.A. Davidson & Co. in Bellingham, WA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 20 years with D.A. Davidson. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Gabriel Elliott is a financial advisor with Empower Advisory Group in Bellingham, WA, holding Series 66 and Series 63 designations and 10 years of industry experience. His prior roles include positions at Redwood Valuation Partners Inc. and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Ariel Joseph is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds a Series 66 designation and previously worked for LPL Financial, LLC d/b/a Haven Financial Planning, Inc. for seven years before joining his current firm. In addition to his advisory role, he provides backup notary services to clients at his office. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm emphasizes fiduciary and ERISA standards in its advisory process and provides a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Kelly Jensen is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He has been with D.A. Davidson since 2006 and holds Series 63 and Series 66 licenses. In addition to his advisory role, Jensen is a commissioned Notary Public in Bellingham, Washington. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and with unique capabilities such as municipal advisory and custodial services.