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.

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.

Jay Bluhm is a financial advisor with Eagle Strategies (NY Life) based in Lynden, WA, holding Series 63 and Series 65 licenses and six years of industry experience. He has held roles at Lewis & Bluhm Financial Group, Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. Outside his advisory work, Bluhm serves as president of the Seattle chapter of Business Networking International’s Sound Business Leaders and owns an insurance brokering business focused on non-registered products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

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.

Bradley Alvord is a financial advisor at D.A. Davidson & Co. in Bellingham, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, he worked at Peraton, the Ballard Pizza Company, and the Bellevue Probation Department. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides a range of services from ERISA retirement plan advisory to wealth management for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis.

James Pyles is a CFP® with 22 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. He previously spent 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he holds a 50% ownership interest in PEN & PLOW LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and municipal advisory services. The firm employs a variety of analytical approaches and offers both discretionary and non-discretionary management through its in-house advisors and third-party managers.

Bradley Sim is a financial advisor at Farther with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc. and Edward Jones. Outside of his advisory role, he is a property owner and manager of a residential rental house in Sumas, Washington. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm employs an investment approach based on Modern Portfolio Theory, using bespoke allocations and proprietary algorithmic model portfolios with automatic rebalancing.

Preston Karraker is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has two years of industry experience, including roles at Eagle Strategies LLC, NYLIFE Securities LLC, and Lewis & Bluhm Financial Group, LLC. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored solutions through multiple program types and manages the majority of its assets on a non-discretionary basis.

Jacob Standaert is a financial advisor at Valic Financial Advisors with four years of industry experience. He holds a Series 66 designation and has prior work experience with Agia. Outside of his advisory role, he instructs biweekly Judo classes. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, leveraging centralized technology and model solutions across its large advisor network.

April Waldman is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at Moody Securities, LLC and HedgeLab Capital Management LLC. Outside of her advisory role, she serves as treasurer for Le Rucher Mercy Ministries, a nonprofit organization. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and retirement-plan consulting with a variety of discretionary and non-discretionary arrangements.

Sara Wynne is a financial advisor at Private Advisor Group, LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Mariner Independent Advisor Network and LPL Financial LLC. Wynne’s background also includes roles outside finance, such as positions at Boise State University and Skyhawks Sports Academy. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs. The firm employs a fiduciary-based model that incorporates multiple investment strategies and utilizes technology platforms to assist clients in achieving their financial goals.