Kenneth Behm Jr. is a financial advisor with Planmember Securities Corporation based in Tacoma, WA. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has worked at Planmember Securities Corporation since 2005 and has owned and operated BEHM Financial since 2009, providing retirement strategies, tax and risk management, insurance and annuity services, and estate conservation primarily for educators. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios with varying levels of risk, while also providing education and support services to plan sponsors and participants.

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.

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.

Jonathan Jepsen is a financial advisor at Mariner with 23 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 17 years, followed by roles at Merrill and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, family office, and financial wellness 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.

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.

Ryan Linford is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He has been affiliated with Bankers Life and its related entities since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. In addition to advisory work, Linford is a licensed insurance agent with Bankers Life & Casualty, Inc., appointed to sell Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management, employing a range of securities and customized strategies to meet client objectives.

Ashley Drogon is a financial advisor with Key Investment Services LLC in Kent, WA, holding Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Key Investment Services, Drogon worked at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan Securities. 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 clients through a network of financial professionals. The firm offers multiple wrap-fee programs with custodial and trade execution services and integrates resources from KeyCorp affiliates to support its investment and advisory processes.

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.

David Close is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Barron Financial Services and various positions outside the financial industry, such as at Skytale Digital, Enzian Inn, and Eagle Creek Winery. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through diversified asset allocation portfolios. The firm’s investment process follows a strategic top-down approach with unitized, risk-based mutual fund portfolios and emphasizes education and support services for plan sponsors and participants.

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.

Jason Carlson is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 66 designations and 18 years of industry experience. He has worked at Key Investment Services since 2015 and previously held roles at Key Bank and Equitable Advisors. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers model-based advisory products through multiple wrap programs and integrates services from KeyCorp affiliates to support portfolio management and risk management.

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.

Steven Beck is a financial advisor at Key Investment Services LLC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Key Investment Services since 2005. Prior to that, he was affiliated with Montgomery Ward starting in 1986. Key Investment Services LLC is an SEC‑registered investment adviser and wrap‑fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs and employs a multi‑provider model combining discretionary implementation and third‑party strategist portfolios, with integration across KeyCorp affiliates providing a range of banking and advisory services.

Gregory Harrison is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Harrison Park Capital LLC and South Cove Financial, LLC. Outside of his advisory role, he owns and operates Cascade Brokers Alliance, an insurance distribution company. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs model portfolios with an asymmetric rebalancing approach.

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.

Zaire Keyes is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Banc of America Merchant Services. Outside of advisory work, he is the managing member of Zi Realty LLC, a real estate venture focused on property renovation and flipping. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm uses a multi-provider model with portfolio implementation by Envestnet and strategist portfolios designed by its Chief Investment Office and third-party managers, serving a wide range of clients generally on a non-discretionary basis.

Cade Barrett is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and having four years of industry experience. Before joining Bankers Life in 2022, he worked at Looker Asphalt and Target. He also serves as a Unit Field Trainer with Bankers Life & Casualty, recruiting and training insurance agents and assisting with retirement planning. 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 employs a combination of fundamental, technical, and cyclical analysis to create tailored portfolios aligned with clients’ goals and risk tolerances.

Zachary Wong is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrently worked at New York Life Insurance Company and NYLIFE Securities LLC since 2013. Outside of his advisory role, Wong is involved in insurance brokering for non-registered products and assists with managing a family rental property business. 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 emphasizes tailored advice through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.