Marlee Lawson is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and beginning her career in 2025. Prior to joining PlanMember, she worked at Batik Financial and Amazon, and has experience in educational roles at Pacific Lutheran University and Capital High School. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers a top-down strategic asset allocation approach with risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling services.

Ransen Lat is a financial advisor at Commonwealth Financial Network with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, and compliance support, while advisors have discretion to construct portfolios from a wide range of securities and insurance products.

Jiahui Feng is a financial advisor with First Command Advisory Services in Lakewood, WA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Their background includes service in the U.S. Army and U.S. Army Reserves from 2016 to 2023, alongside roles within multiple First Command entities since 2020. First Command Advisory Services 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 various wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor portfolios and third-party managers.

John Pitts is a financial advisor at Osaic Advisory Services, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America and KMS Financial Services. Outside of his advisory role, he is involved in the sales of fixed-interest annuities. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, and alternative investment access, combining institutional client service with integrated platform solutions.

Tatum Steele is a CFA® charterholder affiliated with Independent Financial Partners and Steele Capital Management. Steele has over seven years of industry experience, including a seven-year tenure at Russell Investments and four years at Washington State University. Independent Financial Partners serves a nationwide network of independent advisors, managing over $12 billion in assets for individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with access to centralized asset management and is notable for its retirement-plan advisory and pension consulting services.

Dennis Bloom is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Merrill and Bank of America. Outside of his advisory role, he serves as a compensated baseball coach for Olympia High School. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, consulting, and operates as a registered broker-dealer, providing a range of investment solutions through its Private Advisor model and the Rockefeller Global Investment Management platform.

Debbie Vichot is a financial advisor with VOYA Financial Advisors, Inc. She holds the Series 66 designation and has 20 years of industry experience. Her prior work includes roles at Nationwide Investment Advisors, Edward Jones, and Russell Investments. She is involved in the sale and service of a Health Reimbursement Arrangement product. VOYA Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement recommendations, with an emphasis on client-approved, non-discretionary asset management.

Samantha Dunlap is a financial advisor at Prime Capital Financial with eight years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at firms including Charles Schwab, TD Ameritrade, JP Morgan Chase, and Raymond James. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions, utilizing both discretionary and non-discretionary investment strategies.

Martha Brown is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Planmember Securities since 2014 and operates a pharmacy discount program through Integrity RX/Dollarwise RX.com. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Alexander Norkus is a Series 66-licensed financial advisor with seven years of industry experience. He has worked with firms including Advised Assets Group, LLC, GWFS Equities, Inc., and T. Rowe Price. His background also includes roles outside of financial services, such as time with the US Army National Guard and Clemson University. He is currently with Empower Advisory Group, which provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within Empower’s recordkeeping and administrative platforms.

Ryan Linford is a financial advisor at Bankers Life Advisory Services, Inc. with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Bankers Life and its affiliated entities since 2011. In addition to his advisory role, Linford is an insurance agent with Bankers Life & Casualty, specializing in Medicare Supplement, annuities, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management, offering a variety of securities through a relationship with Pershing and affiliated broker-dealer and insurance entities.

Danielle Rose is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., where she has worked for three years. She has experience training insurance agents and writing insurance products including Medicare, long-term care, life insurance, and annuities. Her prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and various other positions in diverse industries. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios based on client goals, risk tolerances, and time horizons.

Scott Slusser is a financial advisor with Eagle Strategies (NY Life) based in Tacoma, WA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Rockett Financial and New York Life Insurance Co. Slusser is also involved in brokering non-registered insurance products through his own firm, Slusser Financial, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types, focusing on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

John Hampton is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, Wells Fargo Investments, and A. G. Edwards & Sons. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, and brokerage services using a range of strategies and third-party managers along with proprietary model portfolios.

Brett Boyer is a CFP® with nine years of industry experience, currently serving as a financial advisor at Kestra Advisory. His prior roles include positions at Commonwealth Financial Network, Weinand Financial, and Edward Jones. He is also involved in fixed insurance sales alongside his advisory work. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse client base, including plan sponsors, institutional, and individual clients. The firm offers comprehensive services such as fiduciary consulting, plan design, and employee education, supporting a variety of investment platforms and serving some of the largest institutional investors.

Bryan Baker is a financial advisor at Key Investment Services LLC with 25 years of industry experience and holds a Series 66 designation. He has been with Key Investment Services in various capacities since 2006 and previously worked at KeyBank from 2003 to 2020. 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 through a large network of financial professionals. The firm uses a multi-provider model combining discretionary implementation and strategist portfolio design, primarily offering non-discretionary model selections supported by custodial and trade execution services through Pershing.

Gregory Hammontree is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at Key Investment Services LLC since 2005, including a prior firm affiliation with KeyBanc Capital Markets Inc. He also serves as a youth and adult soccer referee in the Pierce and Kitsap County areas. 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 plans through a network of financial professionals. The firm uses a multi-provider platform integrating third-party and internal strategist portfolios with both discretionary and non-discretionary investment options.

Robert Chinneth Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has no prior industry experience but served 23 years in the Washington Army National Guard and the United States Army. His background includes military service and recent attendance at the University of Washington Tacoma. First Command Advisory Services 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 a centralized Investment Management Team and Wealth Portfolio Managers.

Aaron Steele is a financial advisor with Independent Financial Partners in Olympia, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with Bedrock Investment Advisers since 2017 and has worked as a self-employed advisor since 2013. Outside of finance, he owns and operates a janitorial business called Sound Cleaning. Independent Financial Partners serves a nationwide network of independent Investment Adviser Representatives, managing over $12 billion in assets as of the end of 2024. The firm offers a decentralized advisory model with a notable focus on retirement-plan advisory and pension consulting services for individual, charitable, corporate, and high-net-worth clients.

Stephanie Shinn is a CFP® with 23 years of industry experience. She is currently with Narrows Financial and Commonwealth Financial Network, and has previously worked at Financial Advisory Partners and Kms Financial Services, Inc. She is a co-owner of JoLeo, LLC, an entity created for property rental in Tacoma, WA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.