Brian Fahey is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Pure Financial Advisors, LLC and previously worked at Personal Investment Management, Inc., Charles Schwab, and Morgan Stanley. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach using academic methods such as modern portfolio theory and tax-aware asset location.

Lei Jiao is a financial advisor at IP Financial Advisory Services LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Innovation Partners LLC and as a self-employed advisor. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm offers discretionary portfolio management and access to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Thomas Bakamus is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at PKS Investments, LPL Financial, Triad Investment Management, and Russell Investments. Merit Financial Group is a multi-team SEC-registered advisory firm providing asset management, financial planning, and retirement plan consulting to individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified investment approach with customizable model portfolios and utilizes both internal management and third-party sub-advisers.

Shawna Bain is a financial advisor with Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation and 15 years of industry experience. She has worked at several firms including PKS Investments, LPL Financial, and Wells Fargo Advisors. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation using centrally managed model portfolios and offers a range of account options supported by an internal investment management team and third-party managers.

Luca Procel is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include tenures at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. He is also the owner of Procel Financial, through which he provides advisory services and sells insurance products. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base that includes individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and access to alternative investments, utilizing a combination of fundamental and technical analysis and working closely with third-party managers and custodians like Fidelity and Schwab.

Erik Falkenberg is a financial advisor with Empower Advisory Group, holding Series 63, 65, and 66 designations and 23 years of industry experience. His prior roles include positions at Raymond James Financial Services and TD Ameritrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Steven Teichler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, multiple program structures, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

Jordan Pankratz is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, and Frost Bank. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm utilizes a multi-provider platform and integrates offerings from KeyCorp affiliates to deliver a range of wrap programs and related services.

Scott Milam is a financial advisor at &PARTNERS with 17 years of industry experience. He holds the CFP® designation and Series 65 and 66 licenses. Prior to joining &PARTNERS in 2026, he worked at Fisette & Kim Financial Services, Embark Financial Services, and Raymond James Financial Services, among others. &PARTNERS serves a diverse client base including high-net-worth individuals, institutions, and private businesses, offering investment management, financial and tax planning, and retirement plan services through both discretionary and non-discretionary approaches. The firm utilizes a variety of analytic methods and model portfolios, managing accounts directly or via third-party managers selected through due diligence.

Steve Weaver is a financial advisor with Eagle Strategies (New York Life) in North Bend, WA, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Weaver Financial, LLC, an independent insurance brokerage. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services, with an emphasis on tailored, non-discretionary advisory solutions delivered through a network of affiliated representatives.

John De Carvalho is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2026. Prior to joining Integrated, he worked at Private Asset Management, Clear Coast Partners, Parcion Private Wealth, Perkins Coie LLP, and Moss Adams Wealth Advisors LLC. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach and oversight of third-party asset managers.

Jack Schneider is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation. He has previously worked at Edward Jones, Mountain Pacific Bank, and Keller Williams, among other firms. Schneider is based in Redmond, WA and has over four years of experience in financial services. Beacon Pointe Advisors serves a diverse client base including individuals, corporations, and institutional clients, offering wealth advisory, consulting, financial planning, and outsourced chief investment officer services. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Darin Ring is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Key Investment Services since 2009 and previously worked at Chase Investment Services Corp. and Wamu Investments, Inc. 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 uses a multi-provider model for portfolio management, combining discretionary implementation and strategist portfolios, and integrates offerings with KeyCorp affiliates for additional advisory and banking services.

Shaun Mc Mahan Jr. is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Commonwealth since 2005. Outside of his advisory role, he serves as treasurer for the Issaquah Lacrosse Club. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, while providing operational, trading, compliance, and practice-management support to affiliated advisors.

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.

Douglas Lambert is a financial advisor with Eagle Strategies (NY Life) based in Redmond, Washington. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, having worked with New York Life and Nylife Securities Inc. since 2004. Outside of his advisory role, Lambert is involved as an insurance broker with Lambert & Associates Northwest LLC, focusing on non-registered insurance products. Eagle Strategies serves a diverse client base that includes individual investors, institutional clients, and plan sponsors. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

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.

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.

Sharon Stevens is a financial advisor at Principal Financial Services with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with NYLife Securities and New York Life Insurance. Her background also includes experience in fixed insurance products such as fixed life, fixed annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bryce Niemi is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior work includes roles at Arbor Point Advisors, Securities America, Ameriprise Financial Services, and Charles Schwab. Niemi occasionally sells insurance products such as fixed annuities and life insurance to clients. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment and planning services, utilizing both fundamental and technical strategies, and provides access to alternative investments and annuity sub-account management.