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Gary C

Series 63, Series 65

Olympia, WA

Hightower Advisors

Gary Campbell is a financial advisor at Hightower Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Financial Advocates Investment Management, Valor First, and LPL Financial. Outside of his advisory work, he manages office buildings that he owns and rents as suites. Hightower Advisors offers investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and access to proprietary research and a variety of investment vehicles, including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Kyle L

Series 66

University Place, WA

Bankers Life Advisory Services, Inc.

Kyle Lapastora is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., having joined the firm in 2026. He previously worked for Washington State Department of Social and Health Services for 11 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients' goals and risk tolerances.

Wealth management Retired
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Michelle L

Series 66

Lacey, WA

Commonwealth Financial Network

Michelle Lasko is a financial advisor with Commonwealth Financial Network in Lacey, WA, holding a Series 66 designation and two years of industry experience. She has worked at Pillar Financial Group since 2013 and has been affiliated with Commonwealth Financial Network since 2013. Outside of her advisory role, she serves as a bookkeeper for the Brookfield Plaza COA, managing financial records and dues payments. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers operational, trading, technology, investment management, and compliance support, with investment strategies that include discretionary model portfolios and personalized indexing options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Betty L

Series 63, Series 66

University Place, WA

Bankers Life Advisory Services, Inc.

Betty Lake is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Bankers Life Advisory Services since 2020 and has additional roles with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Lake is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Wealth management Retired
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Christina M

Series 66

Fox Island, WA

Empower Advisory Group

Christina Maddock is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. Her career includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Principal Life Insurance Company, and Hawkins-Poe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Janeen B

Series 66

Olympia, WA

&PARTNERS

Janeen Babas is a Series 66-licensed financial advisor with 11 years of industry experience. She currently works at &PARTNERS and has a background that includes nearly two decades with Wells Fargo in various roles. Outside of her advisory work, she serves as a board member for the Yelm Seventh-Day Adventist Church, assisting with church programs. &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 ERISA consulting, utilizing a blend of fundamental, technical, and quantitative analysis through both proprietary and third-party strategies.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Nancy L

CFP®, ChFC®, Series 63, Series 65

Lacey, WA

Commonwealth Financial Network

Nancy Lapointe is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 26 years of industry experience. She has been associated with Commonwealth and Navigate Financial Inc. since 2013, where she is also the owner. Outside of her advisory work, she is president of Empowered Women Productions, which organizes the "Day of Empowerment" event, and she leads Reset Build Invest Productions, focusing on financial education through media and events. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office support, including investment management, compliance, and technology services, with discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Rommel G

Series 66, Series 63

Lacey, WA

Key Investment Services LLC

Rommel Garcia is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 credentials and two years of industry experience. His career includes roles at KeyBank and educational positions at Washington State University and Pierce College. Outside of finance, he works as a delivery driver. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and managed accounts. The firm emphasizes client-directed investment selection and ongoing monitoring, while providing access to third-party discretionary managers and maintaining oversight through a due diligence committee.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Cole E

Series 66

Tacoma, WA

Key Investment Services LLC

Cole Emry is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services, KeyBank, and Wells Fargo in various capacities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and collaborating closely with affiliated entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Jacob T

Series 65

Lacey, WA

Wealth Enhancement Advisory Services, LLC

Jacob Taylor is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. Before joining Wealth Enhancement, he worked at Alter Domus and held various roles at Anderson University and Sky Zone. 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 through a large advisor network, utilizing a diversified investment approach that blends passive and active strategies and includes oversight by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Steve S

CFP®, Series 66

Lakewood, WA

Planmember Securities Corporation

Steve Sarwono is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding CFP® and Series 66 designations with 15 years of industry experience. He has held roles at multiple firms, including Northwest Advisor Group LLC and Batik Financial, where he is proprietor. Outside of advisory work, he is a board member and secretary for a local homeowners association and operates an online retail business selling consumer electronics and video games. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Joseph L

Series 66

Olympia, WA

&PARTNERS

Joseph Lanham is a Series 66-licensed financial advisor with \u0026Partners, bringing two years of experience in the industry. His prior work includes over two decades at Wells Fargo Bank N.A. and Wells Fargo Advisors. He serves on several boards in Olympia, WA, including roles with the Thurston County Chamber of Commerce, the Washington Pacific District Board, and Northwest Nazarene University, where he acts as treasurer and participates on the university foundation's investment committee. \u0026Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and retirement plan consulting, employing a range of analytical methods and third-party strategies to manage accounts on discretionary and non-discretionary bases.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Christian G

CFP®, Series 63

LakeBay, WA

CWM, LLC

Christian Graddon Sakamoto is a CFP® with 10 years of experience in the financial services industry. He is currently with CWM, LLC and has prior work history at Shilanski & Associates, Inc. and Northwestern Mutual in various capacities from 2015 to 2020. CWM, LLC serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jaime M

Series 63, Series 66

Lakewood, WA

Key Investment Services LLC

Jaime Manzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Key Investment Services and KeyBank in various capacities since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account solutions, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and integrates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Brighton H

Series 66

University Place, WA

Transamerica Financial Advisors

Brighton Hollis is a Series 66 licensed financial advisor with Transamerica Financial Advisors, with three years of industry experience. Prior to his current role, he worked at equitable and BDS Analytics. He is also president of Powerfoods LLC, a pass-through entity primarily used for consulting income. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Cuicui R

Series 66

Lakewood, WA

First Command Advisory Services

Cuicui Randolph is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. She has worked in various roles within First Command entities since 2021 and also serves in the U.S. Army, where she has been a member for over 27 years. First Command Advisory Services, Inc. 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, delivering investment management through a centralized team and wealth portfolio managers who select and manage model portfolios using approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Janelle C

CFP®, Series 66

Olympia, WA

Rockefeller Financial LLC

Janelle Cromwell is a CFP® with 12 years of industry experience, currently advising at Rockefeller Financial LLC since 2021. Prior to joining Rockefeller Financial, she worked at Bank of America and Merrill from 2015 to 2021. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Jacob B

Series 65, Series 63

Lacey, WA

Planmember Securities Corporation

Jacob Baker is a financial advisor with PlanMember Securities Corporation in Lacey, Washington. He holds Series 65 and Series 63 licenses and has four years of industry experience. His background includes roles at Ascent Financial and several other firms across various industries. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education, support services, and personalized retirement planning.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Jae Yung L

Series 65, Series 63

Lakewood, WA

First Command Advisory Services

Jae Yung Lee is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. Prior to beginning his advisory career, he served in the US Army for 22 years. His most recent roles have all been with entities affiliated with First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves 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 featuring model portfolios and third-party managers selected by a centralized Investment Management Team.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Lance W

CFP®, Series 63, Series 65

Olympia, WA

Rockefeller Financial LLC

Lance Williams is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. His prior work includes positions at Bank of America and Merrill, where he spent over a decade each. 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 a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions alongside brokerage, insurance, and investment banking capabilities.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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