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 who holds Series 63 and Series 65 licenses and has nine years of industry experience. She previously worked at Horace Mann Companies and Horace Mann Investors, Inc. She is also involved with the Girl Scouts of Western Washington as a troop leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.

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 Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2014. Collins serves as President Elect of the National Association of Insurance and Financial Advisors (NAIFA) and is actively involved in local community organizations, including serving on the Finance Committee for the Woodinville Chamber of Commerce and volunteering for a political campaign. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, delivering tailored client relationships through proprietary programs, third-party platforms, and integrated financial planning solutions.

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.

Lloyd Galbraith is a CFP® with 38 years of industry experience, currently serving at Osaic Advisory Services, LLC since 2024. His prior roles include Arbor Point Advisors and Securities America, and a long tenure at KMS Financial Services, Inc. Outside of advising, he pursues photography as a hobby and sells original work at art shows and privately. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a diverse client base including individuals, retirement plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs and consulting services, leveraging both fundamental and technical analysis alongside platform integrations and third-party managers.

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.

Christopher Dime is a CFP® and ChFC® with 12 years of experience in financial advising. He is currently with Private Advisor Group, LLC and has previously worked at LPL Financial LLC, Northwestern Mutual, and Mariner Independent Advisor Network, among others. Dime serves as an Assistant S4 in the United States Army Washington National Guard, a role he has held since 2015. He is also a content creator for the YouTube Partner Program. Private Advisor Group, LLC provides advisory services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based approach, using a variety of investment strategies and technology platforms, and leverages third-party managers and TAMPs to deliver tailored investment solutions.

Eric Mathieu is a financial advisor with Empower Advisory Group in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing over short-term forecasts.

Brian Huddleston is a Series 65 licensed advisor with Bankers Life Advisory Services, Inc., based in Lynnwood, WA, and has one year of industry experience. His prior roles include positions at Sawston Wealth Management LLC and Brand Asset Partners, as well as corporate experience with Parsons Xtreme Golf and WestRock. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and portfolio management strategies aligned with clients’ goals and risk tolerances.

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.

James Forsyth is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He holds Series 63 and Series 66 licenses. Forsyth is also the owner and president of James Forsyth, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting 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 and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Shikha Raghuwanshi is a financial advisor at Key Investment Services LLC with two years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at KeyBank and Wells Fargo. 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 uses a multi-provider model and offers multiple wrap-fee programs supported by affiliated custodial and insurance services.

Jeffrey Biermanski is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2010. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Timothy Knapp is a CFP® professional with 37 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. His prior roles include positions at Cascadia Advisory Services, Cetera Advisors LLC, and Asset Management Strategies, Inc., where he also serves as president. United Planners serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm offers financial planning, portfolio management, and brokerage services through an open-architecture platform utilizing multiple custodians and third-party money managers.

Steven Franco Ross is a financial advisor at Key Investment Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at Key Investment Services since 2015, previously holding roles at Key Bank, Banc of America Investment Services, and KeyBanc Capital Markets. Ross has been nominated to serve as Treasurer for his child's elementary school PTA, where he assists with budgeting and audit-related tasks. 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 with custodial and trade execution services and integrates model portfolios designed by in-house and third-party managers, often managing assets on a non-discretionary basis.

Douglas Warren is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has served in various roles since 2004 with New York Life Insurance Company and its affiliates, and currently operates under Larsen & Warren Financial Group LLC, where he brokers non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple advisory programs and emphasizes tailored recommendations, managing the majority of its regulatory assets on a non-discretionary basis within an integrated New York Life affiliate structure.