Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

David Youngmark is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Key Bank from 2012 to 2021. Outside of his advisory role, he performs live music as a guitarist and singer in Puyallup, WA. 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 decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Michael Graf is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Cole Mattson is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors and KeyBank NA. Outside of finance, he has experience working in retail and service roles including at Panowicz Jewelers and Indian Summer Golf and Country Club. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment strategies with ongoing monitoring and third-party product due diligence.

Lisa Mc Cann is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Empower Advisory Group and Empower Financial Services, where she has been since 2022. Prior to that, she worked at Edward Jones from 2019 to 2022. Outside of her financial advisory role, she coaches group fitness classes at The Roost CrossFit. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Nhat Nguyen is a financial advisor at Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts, emphasizing client-directed model selection and ongoing portfolio monitoring. The firm operates within the KeyCorp group and collaborates closely with affiliated banking and capital markets entities.

Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and TD Ameritrade. 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 supported by financial professional recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

John Pettit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Principal Securities since 2016 and Union Financial Inc since 2015, with prior experience at Principal Life Insurance Company from 2013 to 2021. Outside of advising, he manages a rental property in Puyallup, WA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.

Saul Sanchez is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at KeyBank and Bank of America. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account services. The firm emphasizes client-directed model selection combined with ongoing monitoring and oversight, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

Danny Kim is a financial advisor with Key Investment Services LLC in Maple Valley, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors. Outside of his advisory work, Kim is appointed with outside carriers for brokering non-registered insurance products. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence while facilitating access to third-party discretionary managers and overseeing account supervision.

Yashasvi Singh is a financial advisor at Key Investment Services LLC with Series 66 credentials and one year of industry experience. Prior to joining Key Investment Services, Singh worked briefly at Equitable Advisors and KeyBank Association. Outside of finance, Singh manages a home and kitchen linen business that sells products on Amazon. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence on offered strategies.

Mark Niemi is a financial advisor at Osaic Advisory Services, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors and Securities America Advisors. Niemi has also owned Niemi Investments since 1987. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and concurrently affiliated with Shelgren Financial Group, Inc. since 2004. Outside of advisory work, he operates an LLC for tax purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services that include both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party strategies overseen by their Investment Management & Research team.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities and Empower Financial Services, Inc. Brown also spent four years at Pierce Community College prior to her financial career. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform tied to recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Dennis Clavin is a CFP® professional affiliated with Commonwealth Financial Network, with 43 years of industry experience. He has been with Commonwealth since 2016 and holds Series 63 registration. Clavin owns Dennis Clavin, LLC, an entity facilitating his securities, advisory, and insurance operations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Lisagrace Alsbury is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment since 2016. Outside of her advisory role, she provides payroll tax filing assistance as a self-employed contractor. 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, ERISA retirement plan advice, and a range of investment programs utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Aaron Fields is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has 14 years of industry experience, including prior roles at IFS Financial Services, Touchstone Securities, Citadel Film Group, and GWFS Equities Inc./Great West Life & Annuity Insurance Co. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Allen Lehnhoff is a CFP® certificant based in Seattle, WA, with 12 years of experience in the financial advisory industry. He has worked at Commonwealth Financial Network since 2016 and also has a role with Complete Wealth Management Solutions since 2021. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a range of managed-account programs, access to third-party asset managers, and retirement consulting, supporting advisors with trading, reporting, and householding services.

Matthew Sinclair is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2016. Sinclair also manages Barron Financial Services as Branch Manager and is the owner of Sinclair Real Estate LLC, a short-term rental business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Valerie Laroque is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her prior roles include positions at The Ascent Group, LLC, Alpha Omega Wealth, and Ameritas Life Insurance Corp. She also serves as a trustee for the Griffiths Family Trust and is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and utilizes model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.