Michael Kelly is a financial advisor at Simplicity Wealth with 3 years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Simplicity Wealth, he worked at Michael P. Kelly Financial Solutions and has over three decades of experience with Kelly Insurance LLC, focusing on retirement and income planning. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, alongside a range of advisory and technology services for other advisors.

Logan Johnston is a financial advisor with Zacks Investment Management, Inc., holding a Series 65 designation and two years of industry experience. Prior to joining Zacks in 2023, he worked in roles including at Alleycat Bike Shop and the Open Roads Bike Program. Zacks Investment Management provides discretionary investment management for individuals, trusts, estates, retirement plans, and institutional clients, offering a range of strategies that combine proprietary quantitative models with qualitative portfolio management. The firm manages mutual funds and ETFs and delivers its strategies through wrap-fee and unified managed account programs.

Benjamin Kurtis is a financial advisor with Mariner Independent based in Bellingham, WA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Mariner, he worked at Peniel Solutions, LLC for eight years. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, tax support, insurance solutions, and access to alternative investments through a network of over 100 advisors.

Daniel Perrino is a financial advisor at Savvy with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Clarity Capital Management, Bank of America, Merrill, and Eze Software Group. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other entities. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party tools.

Matthew Nichols is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with The Wealth Consulting Group and previously worked at Edward Jones for 12 years. Nichols provides investment advisory services through WCG Wealth Advisors, LLC, an independent firm. WCG Wealth Advisors, LLC offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to individuals, corporate clients, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and supports plan sponsors with fiduciary services alongside integration with legal-service pathways.

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.

David Lewis is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA. He holds Series 63 and Series 66 credentials and has eight years of industry experience. Prior to his current role, he worked at Larsen Financial Services for five years. Outside of advising, he volunteers with Money Management Educators, Inc., providing educational workshops to corporate employees. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and predominantly non-discretionary asset management within the integrated New York Life affiliate structure.

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.