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.

Sonia Rogers is a financial advisor with MissionSquare Retirement in Auburn, WA, holding Series 63 and Series 65 licenses. She has 27 years of industry experience and has been with ICMA-RC Services, LLC since 1999. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Shelby Eckhardt is a financial advisor at Northwest Asset Management with 21 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 17 years before joining Northwest Asset Management in 2019. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm follows a fiduciary approach, applying Modern Portfolio Theory and strategic asset allocation to construct diversified portfolios, and offers a range of services including investment management, retirement and financial planning, and ERISA consulting.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Lincoln Investment since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

John Watt is a financial advisor with Northwest Asset Management, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Northwest Asset Management since 2012. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a customized, fiduciary approach based on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

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.

Hunter Klein is a financial advisor at Northwest Asset Management with a Series 65 credential and one year of industry experience. Prior to joining the firm, he held various positions in transportation and logistics companies, including Alaska Railroad Corporation and Daimler Trucks NA. Outside of his advisory role, Klein manages private rental property with long-term tenants. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm uses a fiduciary, customized approach based on Modern Portfolio Theory and strategic asset allocation, incorporating both fundamental and technical analysis to build diversified portfolios.

Lelian Solip is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 65 and Series 63 credentials and five years of industry experience. His background includes roles with Net Law Group, Inc., inheritguard, LLC, and World System Builders, among others. He is involved with inheritguard, LLC, where he provides client communications and education on estate planning issues. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services utilizing proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

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.

Bengt Johnson is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 65 and Series 63 licenses and nine years of industry experience. He currently serves as a Certified Financial Educator at the Heartland Institute of Financial Education and is involved as Board President of The Fellowship – Seattle, a group that meets weekly for prayer focused on the city and its leaders. Additionally, he works with Associated Catholic Cemeteries in helping families make memorial plans. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and a mix of discretionary and non-discretionary program options.

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.

Andrea Carson is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Transamerica Financial Advisors since 2018 and is also involved with InheritGuard, LLC, providing estate planning education and client communications. Additionally, she manages Carson & Associates CPAs, PLLC, a CPA firm offering tax preparation, business formation, and financial planning services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary program options.

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.

Cory Sprott Cox is a financial advisor with Empower Advisory Group in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at GWFS Equities, Bank of America, Merrill, and Thrivent Financial. Outside of advising, he is involved in event planning and production through his ownership of Olive & Ivory, and co-owns a fitness and lifestyle coaching business in Tucson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ryan Quenneville is a CFP® and Series 66 licensed advisor with Valic Financial Advisors, based in Renton, WA. He has eight years of industry experience and has been with Valic Financial Advisors since 2017. He also has a role as an agent with AGIA, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of investment advisor representatives and employs discretionary unified managed accounts with an emphasis on centralized technology and model solutions.

Christina Sun is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 65 and Series 63 licenses and has prior work experience at World Financial Group and Microsoft, where she worked as a software engineer. She is also involved in sales of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs.

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.