David Harry is a financial advisor at Simplicity Wealth with 15 years of industry experience. He holds a Series 65 designation and has previously worked with DTM3 Advisors and Dtm3 Corporation. Simplicity Wealth serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm offers advisory services such as financial planning, portfolio management, and retirement plan services, typically using a fund-of-funds approach with ETFs, mutual funds, and individual securities, supported by a formal due diligence process for third-party managers.

David Vanhollebeke is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with American Independent Securities Group since 2007 and also operates Van Hollebeke Insurance as an independent insurance agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach with both discretionary and non-discretionary account management, and offers access to multiple custodial and advisory platforms.

William Basinski is a financial advisor at Harbour Investments, Inc. in Edmonds, WA, holding a Series 65 designation. He has one year of industry experience and previously worked in a variety of roles across different sectors, including at Nordstrom and the University of Washington. Harbour Investments serves a diverse client base, including individual investors, trusts, pension and 401(k) plans, and other institutional entities. The firm offers a range of portfolio management and financial planning services, utilizing various investment approaches that are tailored by individual advisors and approved third-party managers.

Thomas McDonnell is a CFP®-credentialed financial advisor at Merit Financial Advisors with 16 years of industry experience. His career includes positions at Morgan Stanley, Lido Advisors, and a lengthy tenure at E*TRADE Capital Management. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm offers coordinated wealth management services with an investment approach focused on long-term, diversified portfolios supported by an internal Investment Management team and customizable model allocations.

Paul Ferguson is a financial advisor at American Independent Securities Group, LLC with 31 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with American Independent Securities Group since 2007. Outside of his advisory role, he owns Ferguson and Associates, a marketing business focused on lifestyle magazine promotion, and is involved in health and dental insurance sales on a limited basis. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on either a discretionary or non-discretionary basis.

Kara Mitchell is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 65 credential and having eight years of industry experience. She is also the president and owner of GoldenCrest Consulting, a business consulting and lead generation firm serving small business owners in various fields. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, alternative investment options, and a web-based practice platform, typically implementing client strategies through third-party sub-advisers and model portfolios.

Jan Larsen is a ChFC® credentialed financial advisor with 38 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at multiple firms, including Larsen & Warren Financial Group LLC and Larsen Christopher Benefits Group. Larsen also owns and operates Larsen & Warren Financial Group LLC, which sells New York Life products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Ryan Burklo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He has worked at both firms since 2014 in various roles. Outside of his advisory work, Burklo hosts two podcasts, Beer and Money and Holistic Finance, and serves as a junior varsity basketball coach. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory relationships with a range of model portfolios and a hybrid digital advisory solution called VestWise™.

Mahala Murphy Martin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and 11 years of industry experience. She is also active as a fire commissioner for District 3 in Leavenworth and serves as president of the Leavenworth Rotary Club. Additionally, she holds board positions with The Dwelling Place, an adult group home, and the Icicle Creek Center for the Arts. PlanMember provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Jeffrey Decker is a financial advisor with D.A. Davidson & Co. in Everett, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with D.A. Davidson & Co. since 1999. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Daniel Talcott is a financial advisor with PlanMember Securities Corporation in Bothell, WA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with PlanMember since 2015 and operates several businesses outside the firm, including co-owning a bed and breakfast and serving as a sports official in basketball, softball, and baseball. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management under ERISA Section 3(38) and a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation process supported by ongoing education and service to plan sponsors and participants.

Brett Bly is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has two years of experience in the financial industry. Prior to his current role, he worked at New York Life Securities and Westwood Mortgage. 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 investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships.

Eric Jacobsen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Commonwealth since 2017 following a year at Signator Investors, Inc., and has also served as Owner and President of Seaway Financial since 2003. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Fred Sirianni is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning, and is notable for its involvement in municipal advisory and underwriting activities as well as its private wealth planning program.

Juergen Schatzer is a financial advisor with Principal Financial Services in Shoreline, WA, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and spent fourteen years at Western Safety Products Inc. Schatzer serves on the boards of the Edmonds Chamber of Commerce Foundation, the Seattle Area German American School, and the Austria Club of Washington. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investments on a discretionary basis through these managers.

Mary Louise Nisperos Wittkopf is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at Nalu Medical, Bontierra LLC, Golub Capital, Kovitz Investment Group, and a teaching position at DePaul University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients, applying a fiduciary standard and a combination of qualitative and quantitative investment analysis.

Janine Ruland is a financial advisor with Eagle Strategies (NY Life) in Mill Creek, WA, holding a Series 63 designation and over 21 years of industry experience. She has been affiliated with New York Life Insurance and its related entities since 2005 and led Ruland Financial Strategies in 2019. Outside of her advisory role, she serves as vice-president on the board of The Pointe Home Owners Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and relationships with a wide range of institutional sponsors.

Vernon Klassen is a CFP® and ChFC® with 36 years of industry experience, currently serving with Valic Financial Advisors since 2010 and Agia since 2022. He holds Series 63 and Series 65 licenses and works in Lynnwood, WA. Klassen also acts as an agent for group and individual health insurance plans, including Medicare coverage. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jake O'Banion is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Ameritas Advisory Services, Ameritas Life Insurance Corp, Ameritas Investment Company, C1 Wealth Management, and Country Insurance & Financial Services. He is also the owner of Jake O'Banion Insurance & Financial Services LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of advisors and utilizes multiple investment platforms and third-party managers.

Brittany Kim is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds a Series 66 designation and has prior experience with Bank of America, Merrill, and Mariner Finance LLC. She also provides notary services to clients of D.A. Davidson as needed. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.