Cole Mattson is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and KeyBank NA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee accounts, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

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.

Kwang Yi is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments and TD Ameritrade. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction and model selection while providing non-binding recommendations and ongoing monitoring, operating within the KeyCorp group and maintaining affiliations that support a broad range of investment services.

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.

Karla Greer is a ChFC® credentialed financial advisor with 34 years of industry experience, currently associated with Voya Financial Advisors, Inc. since 2014. She previously worked at Madrona Financial Group and also acts as an independent insurance agent. Greer serves as treasurer for two homeowners associations and holds power of attorney responsibilities for personal and financial matters. Voya Financial Advisors serves a diverse client base including individuals, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services, delivering advice primarily through recommendation-based, non-discretionary arrangements.

Samantha Schnurr is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Sincerus Advisory, LLC and FinTrust Capital Advisors, LLC. Before her financial advisory career, she held roles in the food and beverage industry. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans with diversified, risk-class based investment strategies that combine passive and active management.

Darren Dindinger is a financial advisor at Allworth Financial, L.P. with eight years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Allworth Financial, he worked for the Paul R. Ried Financial Group, LLC and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals—including high-net-worth clients—qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs a variety of model strategies with both discretionary and non-discretionary management and offers specialized approaches such as buffered equity ETFs and options-based overlays.

Henry Webb is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Equitable Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Minh Chau Pham Nguyen is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 designations and having 12 years of industry experience. Nguyen has worked with Eagle Strategies since 2017 and has been affiliated with NYLife Securities LLC and New York Life Insurance since 2013. Outside of advisory work, Nguyen is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring solutions to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities and Empower Financial Services, Inc. Brown also spent four years at Pierce Community College prior to her financial career. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform tied to recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

James Bermingham is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Edward Jones, Bank of America/Merrill Lynch, and E*TRADE. Outside of advising, he owns an LLC used to manage administrative support for his advisory practice and is involved in fixed insurance sales. Voya Financial Advisors serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through a variety of program structures, primarily offering non-discretionary investment recommendations.

Aaron Fields is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Key Investment Services in 2025, he worked at IFS Financial Services and Touchstone Securities from 2021 to 2025, Citadel Film Group from 2019 to 2021, and Gwfs Equities Inc/Great West Life & Annuity Insurance Co. from 2009 to 2019. 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, combining client-directed model selection with ongoing monitoring and third-party manager access. The firm is part of the KeyCorp group and maintains relationships with affiliated entities including KeyBank and KeyBanc Capital Markets.

Michelle Williams is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Eagle Strategies since 2017 and also has affiliations with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2013. Outside of her advisory role, she is appointed with outside insurance carriers to broker non-registered investment-related insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Gary Pollock is a CFP® with 34 years of industry experience, currently serving at SPC. He has worked at Parkland Securities, LLC since 2014 and has been with Sigma Planning Corp. since 2002, alongside a long tenure at Midland National Life Insurance starting in 1985. Outside of his advisory roles, he served as president of BEST Dollars for Scholars, a nonprofit providing scholarships to local high school seniors. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a service model that includes discretionary management, co-advisor arrangements, and formal succession protocols.

Steven Fattorini is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at KeyBank, Key Investment Services, E*TRADE Securities, and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Cynthia Briggs is a financial advisor at &PARTNERS with 34 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. &PARTNERS serves a diverse clientele including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm provides both advisory and brokerage services, employing a range of investment approaches that include proprietary and third-party strategies across fundamental, technical, and quantitative analysis.

Matthew Sinclair is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2016. Sinclair also manages Barron Financial Services as Branch Manager and is the owner of Sinclair Real Estate LLC, a short-term rental business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Warren Mach is a financial advisor at D.A. Davidson & Co. in Tacoma, WA, holding Series 63 and Series 65 licenses with 45 years of industry experience. He has been with D.A. Davidson & Co. since 2010. Outside of his advisory role, he serves as CFO of Asphalt Patch Systems, a non-investment-related corporation based in Puyallup, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

Matthew Frank is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with &PARTNERS, having joined in 2025. Prior to that, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of 16 years. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party investment strategies through the Envestnet platform.

Carmen Habenicht is a financial advisor with Voya Financial Advisors, Inc. She holds the Series 66 designation and has one year of industry experience. Prior to joining Voya, she worked at Equitable Advisors, LLC and has experience at 1st Security Bank of Washington and Credit Human Federal Credit Union. Outside of her advisory role, she is involved with Shield & Sage Holdings LLC. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional investors such as retirement plan sponsors and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, mainly providing non-discretionary, recommendation-based advice.