Claude Conlin is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of his advisory role, he owns and operates Conlin Intellectual Capital, a consulting business focused on client goal-setting and thought processes rather than specific investment advice. Voya Financial Advisors serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm provides advice primarily through non-discretionary relationships and operates as both an SEC-registered investment adviser and a broker-dealer.

Linda Rutledge is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based services.

Connor Berkery is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advising, he is a licensed independent insurance agent focused on fixed life insurance. Voya Financial Advisors serves a broad client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary advice through multiple program structures.

Teresa Murray is a financial advisor with Key Investment Services LLC in Puyallup, WA, holding Series 63 and Series 66 designations and 14 years of industry experience. She has worked at Key Investment Services since 2012 and previously spent 27 years at Key Bank NA. Key Investment Services LLC provides advisory services to individuals, trusts, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing monitoring, with access to third-party discretionary managers and oversight through its Product Due Diligence Committee.

Matthew Keen is a financial advisor with Key Investment Services LLC in Tacoma, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase bank NA. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides supervisory oversight, periodic rebalancing, and access to third-party discretionary managers.

Julie Barron is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at PlanMember since 2021 and previously spent 12 years with GWN Securities Inc. Barron has also operated her own investment and insurance services businesses since 2007. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Jonathan Jepsen is a financial advisor at Mariner with 23 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 17 years, followed by roles at Merrill and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, family office, and financial wellness solutions.

Tatum Steele is a CFA® charterholder currently with Independent Financial Partners and Steele Capital Management, with prior experience at Russell Investments and Washington State University. Steele’s industry experience spans seven years at Russell Investments, with more recent roles beginning in 2025 and 2026. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Debbie Vichot is a Series 66-credentialed financial advisor with 20 years of industry experience, currently practicing at Voya Financial Advisors, Inc. since 2014. She is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) product. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through both non-discretionary and discretionary program structures and operates as both an SEC-registered investment adviser and a broker-dealer.

Sara Rasmussen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Ameritas Advisory Services, COUNTRY Capital Management Company, and Global Atlantic Financial Company. She is also involved in insurance services and comprehensive planning through C1 Wealth Management, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs via the AccessPoint platform and third-party asset managers.

Martha Brown is a financial advisor with Planmember Securities Corporation in Tacoma, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Planmember since 2014 and operates a pharmacy discount program called Integrity RX/Dollarwise RX.com since 2013. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

David Close is a financial advisor with PlanMember Securities Corporation in Puyallup, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior work at Barron Financial Services. Outside of advising, he has experience in various roles across hospitality and outdoor industries. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm also delivers education and support services, including seminars and personalized retirement planning.

Scott Slusser is a financial advisor with Eagle Strategies (NY Life) based in Tacoma, WA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Rockett Financial and New York Life Insurance Co. Slusser is also involved in brokering non-registered insurance products through his own firm, Slusser Financial, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types, focusing on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Jason Carlson is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 65 credentials and 18 years of industry experience. He has worked at Key Investment Services since 2015 and previously spent nine years at Key Bank. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and conducts ongoing due diligence and supervisory oversight, operating as part of the KeyCorp group with affiliated banking and capital markets entities.

Steven Beck is a financial advisor with Key Investment Services LLC in Puyallup, WA. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at Montgomery Ward for over 40 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers while providing rebalancing, reporting, and supervisory oversight.

Stephanie Shinn is a CFP® with 23 years of industry experience. She is currently with Narrows Financial and Commonwealth Financial Network, and has previously worked at Financial Advisory Partners and Kms Financial Services, Inc. She is a co-owner of JoLeo, LLC, an entity created for property rental in Tacoma, WA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Zachary Wong is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrently worked at New York Life Insurance Company and NYLIFE Securities LLC since 2013. Outside of his advisory role, Wong is involved in insurance brokering for non-registered products and assists with managing a family rental property business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Grace Park is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 66 registrations and 20 years of industry experience. She has been with Eagle Strategies since 2018 and has worked with Nylife Securities Inc. and New York Life Insurance Company since the mid-2000s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

David Youngmark is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to his current role, he worked at KeyBank from 2012 to 2021. Outside of his advisory work, Youngmark performs live music as a guitarist and singer. 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 model selection and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Michael Graf is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds the 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, including wrap-fee accounts, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment selection while providing non-binding recommendations and ongoing monitoring, operating within the KeyCorp group with affiliated banking and capital markets entities.