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.

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.

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.

Frank Warner is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been associated with The Leaders Group Inc. since 2002 and operates a CPA practice specializing in tax returns and tax advice since 1979. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services such as investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Their investment approach includes manager selection, ongoing monitoring, and asset allocation-based portfolio construction, supported by fundamental analysis and Modern Portfolio Theory.

Christopher Churchill is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has been with First Command Advisory Services and its affiliated entities since 2015. Churchill is also the owner of Churchill Administrative Services, an LLC formed to consolidate administrative staff for independent contractors in his district and to provide employee benefits. 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 wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Brennan Mayfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at THRIVENT Financial and Wealthmark Advisors. Outside of his advisory work, he owns Brennan Mayfield, LLC, a private entity facilitating insurance business. 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 $200 billion in assets. The firm provides a broad support platform offering managed-account programs, access to third-party asset managers, and custody and clearing services.

Nathan Walters is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at Commonwealth Financial Network, LPL Financial, and ownership of Walters Wealth Management LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and large institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Lloyd Galbraith is a CFP® with 38 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior roles include Arbor Point Advisors and Securities America, and a long tenure at KMS Financial Services, Inc. Outside of advising, he pursues photography as a hobby and sells original work at art shows and privately. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, leveraging both fundamental and technical analysis alongside platform integrations and third-party managers.

Donald Peck II is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. He has recently entered the financial industry following prior service roles, including positions at the Puget Sound Naval Shipyard and Unmanned Underwater Vehicle Squadron ONE. 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 provides financial planning and multiple wrap-fee asset management programs managed by an internal Investment Management Team using a centralized model portfolio approach.

Christopher Dime is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Northwestern Mutual, and Mariner Independent Advisor Network, among others. Dime serves as an Assistant S4 in the United States Army Washington National Guard, a role he has held since 2015. He is also a content creator for the YouTube Partner Program. Private Advisor Group, LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, using a variety of investment strategies and technology platforms, and leverages third-party managers and TAMPs to deliver tailored investment solutions.

Eric Mathieu is a financial advisor with Empower Advisory Group in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing over short-term forecasts.