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Christopher C

Series 66

Silverdale, WA

First Command Advisory Services

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.

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

Series 63, Series 65

Silverdale, WA

Commonwealth Financial Network

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.

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

ChFC®, Series 63, Series 65

Poulsbo, WA

Commonwealth Financial Network

Nathan Walters is a financial advisor with Commonwealth Financial Network and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at LPL Financial and Princor Financial Services Corp. Walters is also the owner of Walters Wealth Management, LLC. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management services.

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

CFP®, Series 63, Series 65

Edmonds, WA

Osaic Advisory Services, LLC

Lloyd Galbraith is a CFP® with 38 years of experience in the financial services industry. He is currently affiliated with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and KMS Financial Services. Outside of his advisory work, he pursues photography as a hobby, creating and selling original works that incorporate encaustic techniques. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and nonprofit organizations. The firm provides a range of services including investment management, financial planning, and retirement plan consulting, utilizing multiple program models and a variety of proprietary and third-party platforms.

Annuities
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Donald P

Series 65, Series 63

Silverdale, WA

First Command Advisory Services

Donald Peck II is a financial advisor at First Command Advisory Services with Series 65 and Series 63 credentials. He has been with First Command in various roles since 2025 and has prior experience working at the Puget Sound Naval Shipyard and with the Unmanned Underwater Vehicle Squadron ONE. His career also includes service at JBLM Network Enterprise Center and employment with Western Governors University. 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 comprehensive financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team that selects and monitors model portfolios and 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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Christopher D

CFP®, ChFC®, Series 63

Edmonds, WA

Private Advisor Group, LLC

Christopher Dime is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has held roles at LPL Financial, Mariner Independent Advisor Network, Northwestern Mutual, and other firms. In addition to his advisory work, he serves as an Assistant S4 in the United States Army Washington National Guard and creates content through the YouTube Partner Program. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, providing access to third-party asset managers and firm-managed model portfolios.

Retired Founder/Business Owner
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Eric M

Series 63, Series 65

Edmonds, WA

Empower Advisory Group

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.

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

Series 66

Seattle, WA

Osaic Advisory Services, LLC

Olivia Rice is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2024, she worked at Securities America, Inc. from 2022 to 2024 and served for seven years with the Terrell Independent School District. She is also a director and contact worker for the Terrell Independent School District Excellence Foundation, a nonprofit focused on education. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms such as Envestnet and Ladenburg Thalmann Asset Management.

Annuities
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Brian F

CFP®, Series 66

Silverdale, WA

Wealth Enhancement Advisory Services, LLC

Brian Felshaw is a Certified Financial Planner (CFP®) and holds a Series 66 license, with eight years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2025, following roles at Capstone Wealth Advisors, Waterfront Financial Management, LLC, and Morgan Stanley. Prior to his financial career, he spent five years affiliated with Brigham Young University and a year with BYU Police MTC security. 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 utilizes a diversified investment approach blending passive and active management, supported by an internal Investment Committee and various implementation tools.

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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Kevin P

Series 66

Silverdale, WA

Commonwealth Financial Network

Kevin Pentz is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wealthmark Advisors, Wealth Solutions By Design, PLLC, THRIVENT Financial, and Thrivent Investment Management Inc. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

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

CFP®, ChFC®, Series 66

Silverdale, WA

Commonwealth Financial Network

Frank Gambardella is a financial advisor with Commonwealth Financial Network, holding CFP® and ChFC® designations and over 23 years of industry experience. He has worked at several firms including EverTrail Wealth Management, Kitsap Investment Services, Financial Advocates Investment Management, and LPL Financial. Outside of his advisory role, he serves as a Junior Official with the Peninsula Football Officials Association in Bremerton, WA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services, offering a variety of investment options tailored to client goals and risk tolerance.

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

Series 65, Series 63

Silverdale, WA

Key Investment Services LLC

Sierra Walley is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Her work history includes roles at KeyBank, Wells Fargo, and U.S. Bancorp Investments. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliated brokerage and banking entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Noemi C

Series 63, Series 65

Seattle, WA

Commonwealth Financial Network

Noemi Chaparro is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked at DPA Wealth Partners and Securian Advisors Northwest, with prior roles including Minnesota Life Agent positions. Chaparro also engages in fixed insurance sales as an outside business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a wide range of managed-account programs, access to third-party asset managers, retirement consulting, and custody services, managing over $212 billion in client assets.

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

Series 63, Series 66

Poulsbo, WA

Key Investment Services LLC

Christian Drew is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing oversight and due diligence, and it operates within the KeyCorp group, leveraging affiliations with KeyBank and KeyBanc Capital Markets.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Emma B

Series 66

Poulsbo, WA

Commonwealth Financial Network

Emma Brezler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth and Wealth Solutions...By Design, she spent several years involved in education at George Fox University and Olympic College. Her background also includes homeschooling over a 13-year period. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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

Series 63, Series 65

Silverdale, WA

Money Concepts Capital Corp

Susan Mccoy is a financial advisor with Money Concepts Capital Corp in Silverdale, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Money Concepts Capital since 2005. Outside of her advisory role, she is president and owner of SGM Financial Group, a non-investment related business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion through a variety of managed programs, utilizing model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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James L

Series 66

Silverdale, WA

First Command Advisory Services

James Logan is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he served eight years with the US Navy at the Puget Sound Naval Shipyard. He is involved in community and political organizations, serving as an officer for FairVote Washington and the Libertarian Party at both the county and state levels. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, employing a centralized team for portfolio management and using a prescribed selection of 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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Jay S

Series 66

Seattle, WA

Private Advisor Group, LLC

Jay Schwartz is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked at Stonebridge Wealth Management, National Asset Management, and National Securities Corporation. In addition to his advisory role, Mr. Schwartz is a licensed attorney and an independent insurance agent, conducting those activities separately from his investment advisory services. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for a broad client base that includes individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers, utilizing a variety of investment strategies and platforms.

Retired Founder/Business Owner
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William W

Series 63, Series 65

Silverdale, WA

Commonwealth Financial Network

William Weeks is a financial advisor with Commonwealth Financial Network in Silverdale, WA, holding Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Wealthmark Advisors and Thrivent Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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

CFP®, Series 66

Seattle, WA

Commonwealth Financial Network

John Aronson is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2022. His prior experience includes roles at Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services, Inc. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including investment management, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside access to managed model portfolios.

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