Craig Brown is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 26 years of industry experience, including 15 years at LPL Financial. Outside of his primary advisory roles, he is involved with an independent investment advisory firm, Mariner Independent Advisor Network, and operates a small home-based business called My Place in Space. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting, offering access to third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Michael Meggyesy is a CFP® professional with 29 years of industry experience, currently serving at D.A. Davidson & Co. since 2011. He holds Series 63 and Series 65 licenses. Outside of his financial advisory role, he is a joint owner of a local single-family residential building and a limited partner with a 46% stake in a taphouse in Bellingham, WA. D.A. Davidson & Co. provides 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 operates under fiduciary standards and offers a range of services such as retirement plan advisory, financial planning, equity research, and a private wealth program for clients with net worth above $20 million.

Aron Thompson is a Series 66-registered financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He previously worked at Merrill from 2007 to 2018 before joining D.A. Davidson in 2018. 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 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 credentials and 19 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 employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm’s services include ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative analyses.

Jennifer Robinson is a financial advisor at &PARTNERS with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers investment advisory and brokerage services utilizing a combination of proprietary models and third-party managers, employing fundamental, technical, and quantitative analysis across varied investment products.

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, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm follows fiduciary standards, offers a range of retirement plan advisory services, and features specialized wealth management and financial planning programs.

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 eight years of industry experience. He holds a Series 66 designation and previously worked at 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 on a part-time basis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Tyler Jorgensen is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors and Axa Advisors. Outside of finance, he owns Dare2Live, a business that sources discounted items online for resale on Amazon. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm’s integrated model aligns with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

Kelly Jensen is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He has been with the firm since 2006 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as a Notary Public for the state of Washington. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients, offering services including ERISA plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals. The firm adheres to fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Bradley Alvord is a financial advisor at D.A. Davidson & Co. with a Series 66 designation. He has one year of industry experience, having previously worked at Peraton, Ballard Pizza Company, and the Bellevue Probation Department. 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 services under fiduciary standards and distinguishes itself by engaging in municipal advising and underwriting activities and operating affiliated custodial entities.

James Pyles is a CFP® with 22 years of industry experience, currently serving as a financial advisor at &PARTNERS since 2026. His prior experience includes ten years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. Outside of his advisory work, he holds a 50% ownership interest in PEN & PLOW LLC. &PARTNERS serves a broad range of individual and institutional clients, offering both investment advisory and brokerage services. The firm utilizes a mix of proprietary and third-party investment strategies and operates as both a registered investment adviser and broker-dealer.

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 with Centaurus Financial, Inc. in Bellingham, WA, holding Series 63, 65, and 66 licenses with 20 years of industry experience. She has worked at Centaurus Financial since 2019 and previously held roles at Moody Securities, LLC and Lazerwood LLC. Outside of her advisory work, 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, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a combination of discretionary and non-discretionary management approaches.

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. Private Advisor Group serves a diverse range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of investment adviser representatives using multiple custodians, model strategists, and advisory programs.

Lindsey Maphumulo is a financial advisor with Ameriprise based in Ferndale, WA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is employed by Scannell LLC as a Private Wealth Advisor. Ameriprise provides a retirement-income planning service geared toward individuals approaching or in retirement with significant investable assets, delivering tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.