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.

Yashasvi Singh is a financial advisor at Key Investment Services LLC with Series 66 credentials and one year of industry experience. Prior to joining Key Investment Services, Singh worked briefly at Equitable Advisors and KeyBank Association. Outside of finance, Singh manages a home and kitchen linen business that sells products on Amazon. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and investment products. The firm emphasizes client-directed model selection and ongoing monitoring, while providing access to third-party discretionary managers and conducting due diligence on offered strategies.

Mark Niemi is a financial advisor at Osaic Advisory Services, LLC with 43 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors and Securities America Advisors. Niemi has also owned Niemi Investments since 1987. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, institutions, and various organizations. The firm provides investment management, financial planning, retirement consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Alisha Brown is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at GWFS Equities and Empower Financial Services, Inc. Brown also spent four years at Pierce Community College prior to her financial career. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and their participants, offering financial planning and investment management through an integrated platform tied to recordkeeping and administrative services. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

James Bermingham is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at E*TRADE Capital Management, Edward Jones, and Merrill Lynch. Outside of advising, he owns an LLC used to support administrative functions related to his advisory work. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of financial planning and portfolio management services through multiple program structures, typically providing non-discretionary recommendations.

Aaron Fields is a financial advisor with Key Investment Services LLC and holds Series 66 and Series 63 licenses. He has 14 years of industry experience, including prior roles at IFS Financial Services, Touchstone Securities, Citadel Film Group, and GWFS Equities Inc./Great West Life & Annuity Insurance Co. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

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.

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 in Tacoma, WA, holding Series 63 and Series 65 designations with 34 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &Partners in 2025. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis alongside third-party strategies.

Matthew Sinclair is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2016. Sinclair also manages Barron Financial Services as Branch Manager and is the owner of Sinclair Real Estate LLC, a short-term rental business. 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 uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Warren Mach is a financial advisor at D.A. Davidson & Co. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2010. Outside of his advisory role, he serves as CFO for Asphalt Patch Systems, a non-investment-related business based in Puyallup, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Matthew Frank is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with &Partners, where he has worked since 2025. His prior experience includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary investment services using proprietary and third-party strategies.

Carmen Habenicht is a Series 66-registered financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, she worked at Equitable Advisors, LLC, and has held positions at several financial institutions including 1st Security Bank of Washington and Credit Human Federal Credit Union. In addition to her advisory role, she is involved with Shield & Sage Holdings LLC. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, emphasizing recommendation-based relationships with clients.

Brandyn Tuttle is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies, he has held roles with Slusser Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he is also involved in operating a fireworks stand under the business name Beijing Bob's Fireworks. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Vincent Di Domenico is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Zetimair Wealth Management, Ameriprise Financial Services, and Luvo Wealth Advisors. He also provides pro bono financial planning through the Foundation for Financial Planning and is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual investors, institutional clients, and retirement plan sponsors. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advisory relationships.

Maria Hernandez is a Series 66 licensed financial advisor with 23 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, where she has worked since 2023. Her prior work includes roles at Key Investment Services, KeyBank, Nature Coast Financial Advisors, AE Wealth Management, Lincoln Investment, Legend Advisory, and Legend Equities Corporation. 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 clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Ena Dominique Villarete is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Ameriprise and Ameriprise Financial since 2016. Outside of her advisory role, she is co-owner of VH Enterprise LLC, a real estate business. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kellen Kranc is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work background includes roles at Thrivent Financial and positions in education at Pacific Lutheran University and Enumclaw High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering customized, goal-based financial analyses and planning without discretionary trading authority or portfolio management for institutional clients.

Brian Carpenter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2010, serving in various roles including Vice President Branch Leader, Regional Planning Consultant, and Executive Planning Consultant. Prior to joining Fidelity, Brian worked at T. Rowe Price from 2003 to 2010 and at Charles Schwab from 2000 to 2001. Brian holds a California Insurance License. His professional experience spans financial consulting, investment counseling, and retirement planning. Outside of his professional career, Brian enjoys baseball, concerts, movies, music, traveling, and family activities. He is a father of two daughters and married to a healthcare professional.

Joshua Jun is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 19 years of industry experience. His previous roles include positions at Bankers Life Securities, Inc. and Bankers Life and Casualty Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.