Pallavi Shrestha is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Equitable Advisors and the Peepal Group. Her background includes roles outside finance, such as positions at Maya DD's Restaurant and McDonald's, as well as academic experience at the University of West London and Kathmandu Model College. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plans through a network of financial professionals. The firm uses a multi-provider model combining platform services from Envestnet with portfolio strategies from the Key Wealth Chief Investment Office and third-party managers, offering primarily non-discretionary model-based advisory products.

Marcio Bartkevicius Cruz is a financial advisor with First Command Advisory Services who holds Series 63 and Series 65 licenses. He has experience working with First Command entities since 2025 and previously worked at Alto Valor Assessoria de Investimentos Ltda and Ecolab Quimica Ltda. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Kelsey Morrison is a financial advisor at Creative Planning with 17 years of industry experience. She holds a Series 66 designation and previously worked for Duncan & Haley Ltd for 23 years, where she was involved in insurance and retirement plan consulting. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies supplemented by selective private market exposure and other tailored solutions.

Jonathan Prinz is a financial advisor with Key Investment Services LLC based in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at The Leaders Group, Inc., Capital Investments Management, Inc., Cetera Investment Services, LLC, and Heritage Bank. Outside of his advisory work, he serves as treasurer for the Woodbury Home Owners Association. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers multiple wrap programs supported by a multi-provider platform and integrates services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Dana Clay is a Series 66 licensed financial advisor at First Command Advisory Services with 14 years of industry experience. She has been with First Command since 2015. Clay serves as a director and immediate past president of the Kitsap Chapter of the Military Officers Association of America, acts as president of the Washington State Council of Chapters MOAA, and is an ambassador for the Women in Military Service for America Memorial Foundation in Washington State. First Command Advisory Services is an SEC-registered investment adviser that primarily serves active-duty service members, their families, and other individual, corporate, and charitable clients. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.

Gerard Suarez is a financial advisor with Commonwealth Financial Network in Mountlake Terrace, WA, holding Series 63 and Series 65 licenses and 30 years of industry experience. He worked at Ameriprise from 1996 to 2005 before joining Commonwealth, where he has been since 2005. Suarez is also a co-owner of AMS Financial Group, LLC, a private entity operating in securities, investment advisory, and insurance services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a wide range of managed-account programs, access to third-party asset managers, and comprehensive adviser support services.

Robert McMahon is a CFP® professional with 25 years of experience in the financial services industry. He has been affiliated with Commonwealth Financial Network since 2000 and is the president and owner of Bob McMahon, Inc., a private entity facilitating securities and advisory business. McMahon also operates Premier Wealth Washington and sub-leases office space to an insurance agent. 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 variety of advisory programs and services, including discretionary model portfolios, wealth management, and retirement plan consulting, supported by a platform that provides operations, technology, compliance, and practice-management resources.

Jennifer Mc Kasson is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has nine years of industry experience. She previously worked at Horace Mann Companies and Horace Mann Investors, Inc. She is also involved with the Girl Scouts of Western Washington as a troop leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.

Grant Hartvigson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Rainier Financial Group, Inc., and LPL Financial, LLC. Outside of his advisory work, he is a board member of an online apparel retailer and serves as a managing partner in a real estate partnership. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-focused investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm sponsors proprietary investment vehicles and acts as an operating general partner for multiple private funds.

Alexander Collins is a Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2014. Collins serves as President Elect of the National Association of Insurance and Financial Advisors (NAIFA) and is actively involved in local community organizations, including serving on the Finance Committee for the Woodinville Chamber of Commerce and volunteering for a political campaign. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, delivering tailored client relationships through proprietary programs, third-party platforms, and integrated financial planning solutions.

Kiavash Maadanian is a financial advisor with Key Investment Services LLC, holding Series 63 and 66 licenses and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, and Symetra Securities. Outside of finance, he teaches music lessons to children and adults through Half Note Music Studio in Bellevue, Washington. Key Investment Services LLC is an SEC-registered adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm utilizes a multi-provider platform with discretionary and non-discretionary portfolio solutions, integrating investment and ancillary insurance services through KeyCorp affiliates.

Christopher Churchill is a financial advisor at First Command Advisory Services with 10 years of industry experience. He holds a Series 66 designation and has been with First Command Advisory Services and its affiliated entities since 2015. Churchill is also the owner of Churchill Administrative Services, an LLC formed to consolidate administrative staff for independent contractors in his district and to provide employee benefits. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Brennan Mayfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at THRIVENT Financial and Wealthmark Advisors. Outside of his advisory work, he owns Brennan Mayfield, LLC, a private entity facilitating insurance business. 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 over $200 billion in assets. The firm provides a broad support platform offering managed-account programs, access to third-party asset managers, and custody and clearing services.

Nathan Walters is a financial advisor with Kestra Advisory, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including roles at Commonwealth Financial Network, LPL Financial, and ownership of Walters Wealth Management LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors and large institutional investors. The firm offers fiduciary consulting, plan-level investment advice, and utilizes multiple management platforms and third-party solutions within a supervisory framework.

Neha Lande is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has eight years of industry experience. Her prior roles include positions at Charles Schwab and JP Morgan. In addition to her advisory work, she consults on IT services through Landersun LLC. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment approach.

James Edwards is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding a Series 65 credential. He has 13 years of industry experience, including a 12-year tenure at Bank of America Private Bank before joining Beacon Pointe Advisors in 2026. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Lloyd Galbraith is a CFP® with 38 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior roles include Arbor Point Advisors and Securities America, and a long tenure at KMS Financial Services, Inc. Outside of advising, he pursues photography as a hobby and sells original work at art shows and privately. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, leveraging both fundamental and technical analysis alongside platform integrations and third-party managers.

Donald Peck II is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials. He has recently entered the financial industry following prior service roles, including positions at the Puget Sound Naval Shipyard and Unmanned Underwater Vehicle Squadron ONE. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by an internal Investment Management Team using a centralized model portfolio approach.

Danielle George is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior work includes roles at Advocare and various Bankers Life entities. Outside of advisory work, she is the owner of an LLC established for business expense purposes but has no operational duties with it. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Chanell Bennett is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to her advisory role, she worked at Bankers Life & Casualty, Inc. as an insurance producer, focusing on Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and regular portfolio monitoring.