Julie Price is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked with Advisory Services Network, LLC and Juniper Investments & Retirement Planning, LLC since 2013. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Born and raised in Fairbanks, Alaska, Sean A. Hummel, CFP®, grew up with a strategist's mind and a heart for service. A collegiate athlete and Eagle Scout, he learned early how to stay calm under pressure, lead with intention, and help others rise to their challenges. Those qualities ultimately drew him toward personal financial planning in college, where he realized his natural strengths in strategy and problem-solving could make a meaningful difference in people's lives. Sean began his career with McKinley Capital Management in Anchorage and later joined Merrill Lynch, where he helped clients navigate their most important financial decisions. Over time, however, he saw the industry drifting away from authentic personal service. Determined to change that, he first launched Hummel Planning and later founded Ten Ring Wealth Advisors in 2025; an independent, flat-fee, fee-only firm built to restore transparency, precision, and unwavering client-first guidance. Today, Sean leads Ten Ring with the same intentionality he brings to his life outside the office, where he and his wife, Aly (often with their golden-doodle Avicii in tow) travel the world, hike mountain ranges, scuba dive, ski, and explore new cultures. A passionate archer and lifelong adventurer, Sean channels that same focus and discipline into helping families achieve true financial sovereignty. At Ten Ring, his mission is simple: empower clients to live life on their terms, aim boldly at their goals, and hit the bullseye with confidence.

David Lloyd is a financial advisor with MissionSquare Retirement, holding Series 63, 65, and 66 licenses and nine years of industry experience. He has worked at firms including MissionSquare Wealth Management, MWA Financial Services Inc., and SRQ Wealth Advisory, LLC. He is based in Puyallup, WA. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Sonia Rogers is a financial advisor with MissionSquare Retirement in Auburn, WA, holding Series 63 and Series 65 licenses. She has 27 years of industry experience and has been with ICMA-RC Services, LLC since 1999. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Troy Dawson is a financial advisor with Capital Analysts in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Shelgren Financial Group and Lincoln Investment Planning for 15 years. Outside of financial advising, he serves on the board of directors for Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a company focused on manufacturing and distributing a non-financial retail product. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizes an in-house Investment Management & Research team, and provides customized investment solutions through various program structures.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at LPL Financial for 30 years and has been associated with Intervest Consultants Ltd. since 1982. Reid serves as an investor, minority partner, and volunteer board president for Pierce County Alliance, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Chad Johnson is a financial advisor at Trek Financial with seven years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Trek Financial, he worked at Clear Creek Financial Management and the First Assembly of God Life Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a combination of strategic and tactical portfolio approaches, incorporating rules-based and evidence-based models alongside fundamental and technical analysis, with access to a wide range of model strategies, alternative investments, and specialized hedging techniques.

Joshua Bauer is a financial advisor with Eagle Strategies (NY Life) based in Enumclaw, WA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Bauer has been affiliated with New York Life Insurance Company since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Jason Hall is a financial advisor with D.A. Davidson & Co. holding CFP® and Series 66 designations and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Key Bank NA for 33 years. D.A. Davidson & Co. provides 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 operates under fiduciary standards and offers a range of services including 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.

Claude Conlin is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with VOYA since 2014 and also operates Conlin Intellectual Capital, a consulting business focused on assisting clients with their thinking process and goal-setting rather than providing specific financial product advice. VOYA Financial Advisors serves a broad range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers diversified advisory services through multiple program structures, predominantly using non-discretionary recommendation-based relationships.

Linda Rutledge is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, she works as an independent insurance agent involved in the sale of fixed insurance products. VOYA Financial Advisors serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based advice delivered primarily on a non-discretionary basis.

Connor Berkery is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His prior experience includes roles at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advising, he is an independent insurance agent focusing on fixed life insurance. VOYA Financial Advisors, Inc. serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a preference for non-discretionary, recommendation-based relationships.

Teresa Murray is a financial advisor with Key Investment Services LLC in Puyallup, WA. She holds Series 63 and Series 66 licenses and has 14 years of industry experience. Prior to her current role, she worked at Key Bank NA for 27 years. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment model selection and provides access to third-party discretionary managers along with ongoing monitoring and supervisory oversight.

Matthew Keen is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. He has been with Key Investment Services since 2023. 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 decisions and provides ongoing monitoring while working closely with affiliated entities within the KeyCorp group.

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 affiliated with Independent Financial Partners and Steele Capital Management. Steele has over seven years of industry experience, including a seven-year tenure at Russell Investments and four years at Washington State University. Independent Financial Partners serves a nationwide network of independent advisors, managing over $12 billion in assets for individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with access to centralized asset management and is notable for its retirement-plan advisory and pension consulting services.

Debbie Vichot is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA. She holds a Series 66 designation and has 20 years of industry experience, including 12 years with VOYA Financial Advisors. Outside of advisory services, she is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. serves a diverse clientele including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant portion of assets managed on a non-discretionary basis.

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.

Ashley Drogon is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo and J.P. Morgan in various advisory and banking roles. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while providing access to third-party discretionary managers and comprehensive supervisory oversight.