Sheri Zimmerman is a financial advisor at Mariner with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments and TIAA-CREF. 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 overseen by an Investment Committee and integrates tax and accounting services alongside traditional portfolio management.

Amanda Henley is a financial advisor at Empower Advisory Group with a Series 66 credential and over seven years of industry experience, including seven years at Edward Jones. Her background also includes roles outside finance such as work with Greenpeace and positions in retail and service industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering services integrated with Empower’s recordkeeping and administrative platforms. The firm delivers point-in-time financial plans and optional managed account solutions focused on long-term portfolio returns and clients’ savings rates.

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.

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.

Kenneth Lane III is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. He previously worked at Warren Lane Bly Financial and Lane Financial Strategies LLC. Kenneth is also registered as an insurance broker, brokering non-registered insurance products outside of his advisory role. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types and predominantly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ross Rettenmier is a financial advisor with D.A. Davidson & Co. based in Everett, WA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. His prior experience includes roles at Sagepoint Financial, Inc., OSAIC Services, Inc., and Sentra Securities Corporation. Rettenmier serves on various nonprofit boards, including Housing Hope and the Finance Committee of Northshore Christian Church and Academy. D.A. Davidson & Co. provides investment advisory and brokerage services to a range of clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, equity research, and specialized programs such as its Private Wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jennifer Mc Kasson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. She previously worked for Horace Mann Companies and Horace Mann Investors, Inc. outside of finance, she has served as a substitute teacher for Edmonds Public Schools and is involved with the Girl Scouts of Western Washington. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.

Georgette Duleba is a financial advisor at D.A. Davidson & Co. in Everett, WA, with 21 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at U.S. Bancorp Investments, Inc. from 2015 to 2019. She is also a beneficiary of a family trust in Arlington, WA, where she manages property inside the trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services that incorporate both qualitative and quantitative analyses, along with specialized programs for high-net-worth clients.

Alexander Collins is a financial advisor with Guardian Life and holds a Series 66 designation. He has 24 years of industry experience, including roles at Park Avenue Securities and Penn Mutual Life Insurance Company. Collins is actively involved in professional organizations and currently serves as President Elect of NAIFA. Outside of advising, he produces a marketing podcast titled "Beer and Money" and participates in local political campaign volunteering. Park Avenue Securities LLC, where Collins practices, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, and investment advisory programs through a combination of proprietary and third-party models.

Paul Kennedy is a financial advisor at Empower Advisory Group with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab Bank, Charles Schwab and Co., Inc., TD Ameritrade, and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Jake Cameron is a financial advisor with Eagle Strategies (New York Life) based in Lake Stevens, Washington. He holds a Series 66 designation and has been working in the financial services industry since 2026. Prior to joining Eagle Strategies, he worked at Warren Lane Bly Financial and NYLIFE Securities, LLC. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Lynn Chambers is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning, Lynn worked at firms including Morgan Stanley and Citigroup Global Markets. Outside of advisory work, Lynn is involved in distributing wearable medical devices and provides financial education through a separate consulting business. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, employing a financial-planning-led approach that emphasizes low-cost indexing, tax-loss harvesting, and selective private market investments. The firm manages approximately $295.6 billion in assets through a large team of advisors and provides integrated legal, accounting, and trust services.

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.

Joleen Yelton is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. She holds a Series 66 designation and has worked with firms including Waddell & Reed and Sparks Financial Services, Inc. She is also president and co-owner of Focused Filial, Inc., a private entity that supports securities and advisory 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 $212 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and custody services.

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.

Bradley Venables is a financial advisor with Empower Advisory Group in Monroe, WA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Strategic Wealth Designers, Wells Fargo Clearing, and Key Investment Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Yan Lee is a financial advisor with Key Investment Services LLC in Mill Creek, WA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Fidelity Investments, and Qiming Venture Partners. He serves as a volunteer Community Advisor for Evergreen Hospital. Key Investment Services LLC is an SEC-registered adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm employs a multi-provider model with discretionary and non-discretionary portfolio offerings and integrates services with KeyCorp affiliates.