Angad Mahal is a financial advisor with Principal Financial Services in Tukwila, WA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior experience includes roles at RBC Capital Markets, Piper Sandler, and Comerica Bank. Outside of his advisory work, he owns and operates businesses in insurance, accounting, and loan brokerage. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation generally carried out on a discretionary basis.

Brady Jowell is a CFP® with five years of industry experience, currently serving as a financial advisor at &PARTNERS. He has previously worked at Raymond James Financial and Fisette and Kim Financial Services LLC. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a mix of proprietary and third-party strategies, with both discretionary and non-discretionary account management.

Curtis Nagai is a CFP® professional with 41 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2017 and previously worked at Signator Investors, Inc. and Equitable of Iowa. Nagai is also the owner and president of Nagai Wealth Management, Inc., a private entity supporting his securities, advisory, and insurance activities. 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 their clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and retirement consulting, along with custody and clearing services.

Ashley Drogon is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KeyBank Association, Wells Fargo, and J.P. Morgan in various capacities. Key Investment Services LLC serves individuals—including high-net-worth clients—trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategies combined with non-binding advisor recommendations and ongoing product due diligence.

Marco Willis is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include work at Agia and Western Washington University. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, employing centralized technology and model solutions to manage relationships at scale.

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.

Jose Gueco is a financial advisor with Lincoln Investment in Renton, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Lincoln Investment Planning since 2009 and has been associated with Shelgren Financial Group since 2004. Outside of his advisory role, he serves on the Endowment Committee for St. Philomena School, where he reviews the school’s budget and fundraising activities. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm utilizes an internal Investment Management & Research team to develop strategic model portfolios and employs a layered advisory model combining independent advisors, third-party managers, and fiduciary services for ERISA and retirement advice.

James Campbell is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Capital One Investing. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

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.

Matthew Zager is a Series 66 licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is also associated with Fisette & Kim Financial Services, LLC in a non-investment-related capacity. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary account management options.

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.

Charles Harris is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Merrill, Bank of America, and Key Bank. He has also been involved with Living Exponentially, a venture outside traditional financial services. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

Kim Moore is a financial advisor at Valic Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2015. In addition to her advisory role, she is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services supported by Envestnet’s investment models.

Tyler Clavin is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds the Series 66 designation and has worked at Commonwealth Financial Network since 2020, including time with Complete Wealth Management Solutions and Dennis Clavin LLC. Prior to his advisory career, he held positions at Meridian Valley Country Club, Big Al's Bowling, and Columbia Edgewater Country Club. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a range of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

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.

Joliet Osborne is a CFP® professional with 15 years of industry experience, currently serving at Valic Financial Advisors in Renton, WA. She has been with Valic Financial Advisors since 2010 and also holds a position with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Michael Pankaskie is a financial advisor with Kestra Advisory, holding a Series 66 designation and 19 years of industry experience. His prior experience includes 15 years at Boeing Employee Credit Union and LPL Financial. He is also involved with CHA Wealth Management, where he provides investment advice and portfolio management. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and institutional investors. The firm provides services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets with access to multiple management platforms and third-party solutions.

Mary Isom is a financial advisor with Valic Financial Advisors in Renton, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms, including Bank of America, Merrill, KeyBank, and JP Morgan Securities. Valic Financial Advisors is a large enterprise serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, using a model-driven approach with discretionary unified managed accounts and centralized technology.

David Youngmark is a financial advisor with Key Investment Services LLC, holding Series 63, 65, and 66 licenses and bringing 16 years of industry experience. He has worked at Key Investment Services since 2012 and previously held roles at Wells Fargo Clearing and Wells Fargo Investments. Outside of his advisory work, he performs live music as a guitarist and singer. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by non-binding recommendations and ongoing oversight, and operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

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.