John Pitts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include long-term positions at KMS Financial Services, Inc., Securities America, Inc., and Securities America Advisors, Inc. He has engaged in the sale of fixed-interest annuities through Western United Life Assurance Co. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services across multiple program models, utilizing proprietary and third-party platforms and managers.

Dennis Bloom is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Bank of America and Merrill. Outside of his advisory role, he coaches baseball for Olympia High School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm employs a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and investment banking services.

Samantha Dunlap is a financial advisor at Prime Capital Financial with eight years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, JP Morgan Chase, and Raymond James. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions, utilizing both discretionary and non-discretionary investment strategies.

Alexander Norkus is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with firms including Advised Assets Group, LLC, GWFS Equities, Inc., and T. Rowe Price. His background also includes roles outside of financial services, such as time with the US Army National Guard and Clemson University. He is currently with Empower Advisory Group, which provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within Empower’s recordkeeping and administrative platforms.

Ryan Linford is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Linford has been associated with Bankers Life in various capacities since 2011, including roles at Bankers Life Securities, Inc. and as an insurance agent writing Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies, with a focus on client goals, risk tolerance, and time horizons.

Danielle Rose is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. She holds the Series 66 designation and has previously held various roles including training insurance agents and writing insurance products such as Medicare and life insurance at Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

John Hampton is a financial advisor at &PARTNERS with 27 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services using a combination of proprietary and third-party strategies across discretionary and non-discretionary accounts.

Brett Boyer is a CFP® with nine years of industry experience, currently affiliated with Commonwealth Financial Network and Pillar Financial Group since 2019. His prior experience includes roles at Weinand Financial, KMS Financial, and Casualty Loss Consultants. He is also 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 serving a nationwide network of about 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Bryan Baker is a financial advisor at Key Investment Services LLC with 25 years of industry experience. He holds a Series 66 designation and has worked with Key Investment Services and KeyBank since 2003. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and brokerage products. The firm emphasizes client-directed model selection and ongoing oversight while providing access to third-party discretionary managers and comprehensive reporting.

Gregory Hammontree is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Key Investment Services and its predecessor entities since 2005. Outside of his advisory role, he serves as a youth and adult soccer referee in Washington through the Pierce & Kitsap County Soccer Referee Association. 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 investment model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Robert Chinneth Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has no prior industry experience but served 23 years in the Washington Army National Guard and the United States Army. His background includes military service and recent attendance at the University of Washington Tacoma. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a 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.

Aaron Steele is a financial advisor with Independent Financial Partners in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Bedrock Investment Advisers since 2017 and has worked as a self-employed advisor since 2013. Outside of finance, he owns and operates a janitorial business called Sound Cleaning. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12 billion in assets as of the end of 2024. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services for individual, charitable, corporate, and high-net-worth clients.

Cade Barrett is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at Looker Asphalt and Target. He also serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents and is appointed to write various insurance products including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach involves customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Jeremy Williamson is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 licenses and five years of industry experience. His prior roles include positions at Fulcrum Capital, Apella Capital, and Edward Jones. Before entering the financial sector, he worked in the coffee industry with Olympia Coffee Roasting Company and Vessel Coffee Roasters. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Joseph Bloom is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Enfusion from 2022 to 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Pamela Lamichhane is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Merrill and various banking institutions. Outside of advising, she is a self-published author on Kindle Direct Publishing. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and offers discretionary and non-discretionary investment solutions across multiple asset classes, supported by integrated broker-dealer and alternative investment capabilities.

Ryan Sundberg is a financial advisor at Key Investment Services LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, Heritage Bank, and Thrivent Financial. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection, ongoing monitoring, and offers access to third-party discretionary managers while operating within the KeyCorp group alongside affiliated banking and capital markets entities.

Song Yi is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. since 2018. Prior to this, Song worked at USAA Financial Advisors, Inc. for seven years. Based in Lakewood, WA, Song holds the Series 66 credential in addition to the CFP® designation. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of asset classes. The firm operates within the Schwab ecosystem, utilizing proprietary research tools and model portfolios while leaving final investment decisions to clients.

Mario Oliver is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked at Leidos Inc and served in the US Army. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs built from mutual funds, ETFs, and third-party managed accounts, utilizing a centralized Investment Management Team to design and monitor portfolios.

Christopher Muller is a financial advisor with First Command Advisory Services in Lakewood, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also has concurrent roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. since 2013. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using model portfolios and third-party managers selected by a centralized Investment Management Team.