David Close is a financial advisor with PlanMember Securities Corporation in Puyallup, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior work at Barron Financial Services. Outside of advising, he has experience in various roles across hospitality and outdoor industries. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm also delivers education and support services, including seminars and personalized retirement planning.

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, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked at Key Investment Services since 2015 and previously spent nine years at Key Bank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while facilitating access to third-party discretionary managers and providing supervisory oversight across its offerings.

Steven Beck is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 designations and over 37 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at Montgomery Ward. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts, emphasizing client-directed model selection combined with ongoing monitoring and due diligence of third-party advisory products. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets, providing integrated financial services and supervisory oversight.

Bryce Niemi is a CFP® with 11 years of experience in the financial services industry. He is currently with Osaic Advisory Services, LLC and has previously worked at firms including Ameriprise Financial Services and Charles Schwab. In addition to his advisory role, he occasionally sells insurance products such as fixed annuities and life insurance. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm offers a range of services including investment management, financial planning, retirement consulting, and access to alternative investments through various program models.

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.

Zaire Keyes is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Key Investment Services, he worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Banc of America Merchant Services. Outside of his advisory role, he is the managing member of a real estate venture focused on property flipping, though he has not been actively engaged in this business recently. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client direction in model selection, provides oversight of third-party managers, and operates within the KeyCorp group, coordinating closely with affiliated banking and capital markets entities.

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 registrations and 20 years of industry experience. She has been with Eagle Strategies since 2018 and has worked with Nylife Securities Inc. and New York Life Insurance Company since the mid-2000s. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client objectives and plan sponsor criteria, with most assets managed on a non-discretionary basis.

David Youngmark is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Key Bank from 2012 to 2021. Outside of his advisory role, he performs live music as a guitarist and singer in Puyallup, WA. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing monitoring, while also providing access to third-party discretionary managers and supervisory oversight.

Michael Graf is a financial advisor at Key Investment Services LLC with 18 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2010. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed account offerings. The firm emphasizes client-directed investment strategy selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Cole Mattson is a financial advisor at Key Investment Services LLC with two years of industry experience. He holds the Series 66 designation and has worked previously at Equitable Advisors and KeyBank NA. Outside of finance, he has experience working in retail and service roles including at Panowicz Jewelers and Indian Summer Golf and Country Club. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm operates within the KeyCorp group and emphasizes client-directed investment strategies with ongoing monitoring and third-party product due diligence.

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, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by financial professional recommendations and ongoing monitoring, and operates within the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

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 financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including prior work at Madrona Financial Group. Outside of her advisory role, she is an independent insurance agent and serves as treasurer for two homeowners associations. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures with a focus on recommendation-based, non-discretionary advice.

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.

Danny Kim is a financial advisor with Key Investment Services LLC in Maple Valley, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Eagle Strategies (NY Life), NYLIFE Securities LLC, New York Life Insurance Co, and Equitable Advisors. Outside of his advisory work, Kim is appointed with outside carriers for brokering non-registered insurance products. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients with various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and due diligence while facilitating access to third-party discretionary managers and overseeing account supervision.