Alexander Norkus is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with firms including Advised Assets Group, LLC, GWFS Equities, Inc., and T. Rowe Price. His background also includes roles outside of financial services, such as time with the US Army National Guard and Clemson University. He is currently with Empower Advisory Group, which provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within Empower’s recordkeeping and administrative platforms.

Ryan Linford is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Bankers Life and its affiliated entities since 2011. In addition to his advisory role, Linford is an insurance agent with Bankers Life & Casualty, specializing in Medicare Supplement, annuities, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management, offering a variety of securities through a relationship with Pershing and affiliated broker-dealer and insurance entities.

Danielle Rose is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., where she has worked for three years. She has experience training insurance agents and writing insurance products including Medicare, long-term care, life insurance, and annuities. Her prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and various other positions in diverse industries. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios based on client goals, risk tolerances, and time horizons.

David Close is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Barron Financial Services and various positions outside the financial industry, such as at Skytale Digital, Enzian Inn, and Eagle Creek Winery. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through diversified asset allocation portfolios. The firm’s investment process follows a strategic top-down approach with unitized, risk-based mutual fund portfolios and emphasizes education and support services for plan sponsors and participants.

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 in Fife, WA, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with Key Investment Services since 2015 and previously worked at Key Bank and Equitable Advisors. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet, strategist portfolios designed by its Chief Investment Office and third-party managers, and oversight from a Product Due Diligence Committee.

Gregory Hammontree is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Key Investment Services LLC since 2005, including a prior firm affiliation with KeyBanc Capital Markets Inc. He also serves as a youth and adult soccer referee in the Pierce and Kitsap County areas. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider platform integrating third-party and internal strategist portfolios with both discretionary and non-discretionary investment options.

Robert Chinneth Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has no prior industry experience but served 23 years in the Washington Army National Guard and the United States Army. His background includes military service and recent attendance at the University of Washington Tacoma. First Command Advisory Services 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 a centralized Investment Management Team and Wealth Portfolio Managers.

Steven Beck is a financial advisor at Key Investment Services LLC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Key Investment Services since 2005. Prior to that, he was affiliated with Montgomery Ward starting in 1986. Key Investment Services LLC is an SEC‑registered investment adviser and wrap‑fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi‑provider model combining discretionary implementation and third‑party strategist portfolios, with integration across KeyCorp affiliates providing a range of banking and advisory services.

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.

Cade Barrett is a financial advisor with Bankers Life Advisory Services, Inc. in Tacoma, WA, holding Series 63 and Series 66 licenses and having four years of industry experience. Prior to his current role, he worked with Looker Asphalt and Target. He also serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

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 licenses and possessing 21 years of industry experience. She has worked with Eagle Strategies since 2018 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since 2004. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing the vast majority of its assets on a non-discretionary basis.

Song Yi is a CFP® professional with 24 years of experience in the financial services industry. She has worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. since 2018, with prior roles at USAA Financial Advisors, Inc., Chase Investment Services Corp., and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach includes tailored asset allocation and investment selection based on Schwab’s internal research and standard models, with trading conducted only upon client authorization.

Mario Oliver is a financial advisor at First Command Advisory Services with six years of industry experience. He holds the Series 66 designation and previously worked at Leidos Inc and served in the US Army. 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 built from mutual funds, ETFs, and third-party managed accounts, utilizing a centralized Investment Management Team to design and monitor portfolios.

Lisa Mc Cann is a Series 66-licensed financial advisor with six years of industry experience. She currently works at Empower Advisory Group and Empower Financial Services, where she has been since 2022. Prior to that, she worked at Edward Jones from 2019 to 2022. Outside of her financial advisory role, she coaches group fitness classes at The Roost CrossFit. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.

Christopher Muller is a financial advisor with First Command Advisory Services in Lakewood, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also has concurrent roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. since 2013. First Command Advisory Services 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 using model portfolios and third-party managers selected by a centralized Investment Management Team.

Kyle Lapastora is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and one year of industry experience. He previously worked for the Washington State Department of Social and Health Services for eleven years before joining Bankers Life. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and ongoing portfolio management aligned with clients’ goals, risk tolerances, and time horizons.

Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Fidelity Investments, TD Ameritrade, and Merrill. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model and offers wrap programs supported by affiliated insurance products and custodial services from Pershing.

John Pettit is a financial advisor with Principal Financial Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Principal Securities since 2016 and Union Financial Inc since 2015, with prior experience at Principal Life Insurance Company from 2013 to 2021. Outside of advising, he manages a rental property in Puyallup, WA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under both adviser and promoter arrangements.