Jaeger Skifstad is a financial advisor at Clear Creek Financial Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Green Jay Financial Advisors and managed the 19th Hole Bar & Grill. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering comprehensive asset management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis across a diverse range of investment strategies and maintains a quantitative consulting division that supports both internal and external clients.

Stephen Coupe is a financial advisor with Clear Creek Financial Management, LLC in Silverdale, WA, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Clear Creek since 2018 and previously spent nine years with First Allied Securities, Inc. and related entities. Outside of advising, he owns Coupe Insurance & Financial Corp. and is involved in several real estate partnerships. Clear Creek Financial Management serves individuals, retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research. The firm employs a comprehensive investment approach combining fundamental, technical, and cyclical analysis across a variety of asset classes and strategies, with continuous account supervision and periodic portfolio reviews.

Gerald Kleber Jr. is an investment advisor with The AmeriFlex Group, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, SagePoint Financial, Penn Mutual Life Insurance, and Hornor Townsend & Kent. He is also the owner of Summit Financial & Insurance Services, a business focused on insurance, benefits, and human resources. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations, discretionary and non-discretionary manager relationships, and multiple custodians.

Cherylee Chapman is a financial advisor at Commonwealth Financial Network with 16 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Securian Advisors Northwest and Minnesota Life Insurance Co. In addition to advisory services, she spends a small portion of her time on fixed insurance sales. 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 over $212 billion in client assets. The firm provides a comprehensive adviser support platform with various managed-account programs, third-party asset manager access, and custody services.

Brett Skogstad is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Capstone Wealth Advisors and Lincoln Financial Group. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that blends passive and active strategies overseen by an internal Investment Committee.

Kylee Nemeth is a CFP® and holds a Series 66 license with two years of industry experience. She is affiliated with Commonwealth Financial Network and has previously worked at Olympic NW Advisors, Kitsap Bank, and 1st Choice Savings and Credit Union. 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 about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform including discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options, while providing back-office services such as trading, reporting, and custody.

Tyler Walters is a financial advisor at Kestra Advisory with a Series 66 designation and one year of industry experience. His prior roles include work at Commonwealth Financial Network and managing his own firm, Walters Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and investment advice supported by due diligence and a comprehensive supervisory framework.

Ryan Risch is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth in 2025, he worked at Wealth Solutions...By Design, LLC, Saxony House Furniture, New York Life, and Cigna. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving nearly 2,900 affiliated advisors and hundreds of thousands of clients nationwide, managing approximately $212.7 billion in assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jeremy Burrier is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds a Series 66 designation and has worked at First Command in various capacities since 2018. Prior to his current role, he was employed by the Central Kitsap School District and has been affiliated with Philosophia & Co. since 2017. 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 managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Jeffrey Moormeier is a financial advisor with Osaic Advisory Services, LLC, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Merrill, QA3 Financial LLC, Kms Financial Services, Inc, Arbor Point Advisors, and Securities America, Inc. Outside of advising, he works as a ski instructor teaching adults and children. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services utilizing fundamental and technical analysis, tactical trading, and structured products, supported by platform relationships and affiliated managers.

William Driver is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 licenses and over 50 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., Securities America, Inc., Opus 111 Group LLC, and Kms Financial Services, Inc. Outside of advising, he is 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 supporting a national network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm provides a range of managed-account programs, third-party asset management access, retirement consulting, and custody/clearing services.

Sean Baratt is a financial advisor with Key Investment Services LLC in Seattle, WA. He holds Series 66 and Series 63 designations and has 11 years of industry experience. His career includes previous roles at Edward Jones from 2012 to 2018 and KeyBank from 2020 to 2021. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, small businesses, and institutional clients through a nationwide network of financial professionals. The firm offers multiple wrap programs and partners with various custodians and managers, combining discretionary and non-discretionary portfolio management with integrated services from KeyCorp affiliates.

Tristan Sanabria is a Series 66-registered advisor with First Command Advisory Services and has four years of industry experience. His work history includes roles at First Command’s advisory, brokerage, and insurance services, as well as prior public sector experience with the City of Puyallup and the Washington State Senate. He also served six years in the Washington Army National Guard. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients, with a particular 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.

Lisa Ellingboe is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 63 credentials and three years of industry experience. She has worked at Commonwealth Financial Network and EverTrail Wealth Management, as well as in banking roles at Kitsap Bank and Bank of America. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and manages around $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Erin Caldwell is a financial advisor with Commonwealth Financial Network and holds the Series 66 designation. She has diversified experience from roles in education and retail, including positions at Starbucks and local school districts, as well as entrepreneurial ventures such as Styled & Inspired. Caldwell has been with Commonwealth Financial Network and Wealthmark Advisors since 2025. 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 over $210 billion in client assets. The firm provides a broad range of investment and support services, including managed-account programs, third-party asset manager access, and retirement consulting.

Jeffrey Harvey is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has been associated with Principal Life Insurance Company and Principal Securities Inc. since 2011. Harvey also serves as a bank officer to support and manage Principal retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michael Alfstad is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been president and owner of Alfstad Capital, LLC since 2005. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, investment management, and compliance services.

James Harvey is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Commonwealth since 2021 and has previous experience with Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory work, he is a woodworker with Sweet Cedar Woodworking. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving approximately 2,900 affiliated advisors and hundreds of thousands of clients nationwide. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Marcio Bartkevicius Cruz is a financial advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses. He has experience working with First Command entities since 2025 and previously worked at Alto Valor Assessoria de Investimentos Ltda and Ecolab Quimica Ltda. First Command Advisory Services, Inc. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Dana Clay is a Series 66 licensed financial advisor at First Command Advisory Services with 14 years of industry experience. She has been with First Command since 2015. Clay serves as a director and immediate past president of the Kitsap Chapter of the Military Officers Association of America, acts as president of the Washington State Council of Chapters MOAA, and is an ambassador for the Women in Military Service for America Memorial Foundation in Washington State. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.