Karla Greer is a financial advisor at VOYA Financial Advisors, Inc. with 34 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Madrona Financial Group and Voya Financial Partners, LLC. Outside of her advisory work, she serves as treasurer for two homeowners associations and is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies through a mix of discretionary and non-discretionary accounts.

Samantha Schnurr is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Sincerus Advisory, LLC and FinTrust Capital Advisors, LLC. Before her financial advisory career, she held roles in the food and beverage industry. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans with diversified, risk-class based investment strategies that combine passive and active management.

Darren Dindinger is a CFP® certificant with eight years of industry experience and currently practices at Allworth Financial, L.P. He has worked previously with Paul R. Ried Financial Group, LLC, and AW Securities. Allworth Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing financial planning, portfolio management, retirement plan consulting, and educational resources. The firm employs both quantitative and qualitative methods through an Investment Committee to tailor investment strategies across various asset classes and offers specialized portfolios alongside technology-driven account monitoring.

Henry Webb is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Empower Advisory Group, he worked at Equitable Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Christina Maddock is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. Her career includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Principal Life Insurance Company, and Hawkins-Poe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Flaherty is a financial advisor with Brookstone Capital Management LLC in Sumner, WA, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked with Brookstone Capital Management since 2014 and has a longer tenure at Ameritas / Union Central beginning in 2005. Outside of advisory work, he serves as a Director of Management for a district in McKinney in the insurance sales business specializing in health, term, and fixed rate annuities. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other entities. The firm employs strategic and dynamic asset-allocation models, utilizes various investment vehicles including ETFs and mutual funds, and offers discretionary portfolio management through its BCM Platform and wrap-fee programs.

Cole Emry is a financial advisor at Key Investment Services LLC in Tacoma, WA, holding a Series 66 designation with four years of industry experience. His work history includes roles at KeyBank, Wells Fargo Clearing, and Wells Fargo Bank, NA. 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 combining discretionary implementation by Envestnet with strategist portfolios designed by the Key Wealth Chief Investment Office and third-party managers.

Minh Chau Pham Nguyen is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 designations and having 12 years of industry experience. Nguyen has worked with Eagle Strategies since 2017 and has been affiliated with NYLife Securities LLC and New York Life Insurance since 2013. Outside of advisory work, Nguyen is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range 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 tailoring solutions to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Steve Sarwono is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding CFP® and Series 66 designations with 15 years of industry experience. He has held roles at multiple firms, including Northwest Advisor Group LLC and Batik Financial, where he is proprietor. Outside of advisory work, he is a board member and secretary for a local homeowners association and operates an online retail business selling consumer electronics and video games. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds the Series 66 and Series 63 credentials. Her prior work includes roles at Empower Financial Services, Inc. and GWFS Equities, Inc., as well as four years at Pierce Community College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage accounts. The firm’s integrated approach links financial planning and managed account solutions with Empower’s recordkeeping and administrative platforms.

James Bermingham is a Series 66-licensed financial advisor with five years of industry experience. He currently works at Voya Financial Advisors, Inc. and has previously held roles at E*TRADE Capital Management, Edward Jones, and Merrill Lynch. Outside of advising, he is the owner of an LLC that manages payroll and tax filings for his administrative assistant. Voya Financial Advisors, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporate clients, offering financial planning, portfolio management, and retirement advisory services. The firm uses a combination of in-house and third-party strategies, with many client relationships managed on a non-discretionary basis and supported by technology-enabled tools.

Jaime Manzo is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Key Investment Services and KeyBank since 2015. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that provides 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 integrating discretionary and non-discretionary portfolio management with ancillary insurance services, supported by affiliated entities including KeyBank and KeyBanc Capital Markets.

Brighton Hollis is a Series 66 licensed financial advisor with Transamerica Financial Advisors, with three years of industry experience. Prior to his current role, he worked at equitable and BDS Analytics. He is also president of Powerfoods LLC, a pass-through entity primarily used for consulting income. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Aaron Fields is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 63 credentials and 14 years of industry experience. His work history includes roles at IFS Financial Services, Touchstone Securities, Citadel Film Group, and Gwfs Equities Inc/Great West Life & Annuity Insurance Company. Key Investment Services LLC is an SEC-registered investment adviser offering portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a broad network of financial professionals. The firm operates multiple wrap programs and utilizes a multi-provider platform that combines discretionary implementation with non-discretionary model selection, supported by affiliated banking and capital markets services.

Cuicui Randolph is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. She has worked in various roles within First Command entities since 2021 and also serves in the U.S. Army, where she has been a member for over 27 years. 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 multiple wrap-fee asset management programs, delivering investment management through a centralized team and wealth portfolio managers who select and manage model portfolios using approved third-party managers.

Michelle Williams is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has been with Eagle Strategies since 2017 and also has affiliations with NYLIFE Securities LLC and New York Life Insurance Company dating back to 2013. Outside of her advisory role, she is appointed with outside insurance carriers to broker non-registered investment-related insurance products. 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 advisors. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis, and operates within an integrated New York Life affiliate structure.

Gary Pollock is a CFP® with 34 years of industry experience, currently serving at SPC. He has worked at Parkland Securities, LLC since 2014 and has been with Sigma Planning Corp. since 2002, alongside a long tenure at Midland National Life Insurance starting in 1985. Outside of his advisory roles, he served as president of BEST Dollars for Scholars, a nonprofit providing scholarships to local high school seniors. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets through over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a service model that includes discretionary management, co-advisor arrangements, and formal succession protocols.

Steven Fattorini is a financial advisor at TIAA-CREF with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at KeyBank, Key Investment Services, E*TRADE Securities, and Scottrade. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm separates point-in-time financial planning from ongoing discretionary management and acts as adviser to a donor-advised fund sponsored by Charityvest.

Cynthia Briggs is a financial advisor at &Partners with 34 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing, Merrill, and Citigroup Global Markets. &Partners serves a diverse range of individual and institutional clients, offering investment management, financial and tax planning, ERISA 3(21) consulting, and retirement-plan services. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, using its proprietary platform and third-party managers.

Jae Yung Lee is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses and no prior industry experience. Before joining the financial sector, he served in the US Army for 22 years. He also had a role at Cape Disappointment State Park. 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 offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.