Marco Willis is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include work at Agia and Western Washington University. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, employing centralized technology and model solutions to manage relationships at scale.

Jose Gueco is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at Lincoln Investment Planning since 2009 and has been with Shelgren Financial Group since 2004. Gueco serves as an endowment committee member for St. Philomena School, where he reviews the school budget and endowment fund. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

James Campbell is a financial advisor at VALIC Financial Advisors with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Capital One Investing. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Zager is a Series 66 licensed financial advisor with two years of industry experience. He is currently with &PARTNERS and previously worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Outside of his advisory role, he is also associated with Fisette & Kim Financial Services, LLC in a non-investment-related capacity. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning services using a combination of fundamental, technical, and quantitative analysis, with both discretionary and non-discretionary account management options.

Bryce Niemi is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior work includes roles at Arbor Point Advisors, Securities America, Ameriprise Financial Services, and Charles Schwab. Niemi occasionally sells insurance products such as fixed annuities and life insurance to clients. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment and planning services, utilizing both fundamental and technical strategies, and provides access to alternative investments and annuity sub-account management.

Charles Harris is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Merrill, Bank of America, and Key Bank. He has also been involved with Living Exponentially, a venture outside traditional financial services. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

James Raabe is a financial advisor at TLG Advisors, Inc. with 36 years of industry experience. He has been with TLG Advisors since 2006 and has worked with The Leaders Group, Inc. since 1998. He is the founder of Raabe & Associates LLC, where he provides pension and retirement plan, insurance, and investment advisory services. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, and offers both sub-advisor managed accounts and a direct-to-consumer digital investment program.

Wenxiu Peng is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and also has involvement with Options Builder LLC under the trade name "TWP2019" since 2019. Prior to these roles, she was with World Financial Group, Inc. starting in 2016 and worked at Studio of School Home Extensions from 2015 to 2017. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios, managing both discretionary and non-discretionary accounts.

Trevor Foster is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Edward Jones, Farmers Insurance/Tru Family Agency LLC, and WFG. He is also the owner of Foster Family Freedom LLC, an investment-related entity. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and an RIA, providing a range of discretionary and non-discretionary investment programs.

Kim Moore is a financial advisor at Valic Financial Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Valic Financial Advisors since 2015. In addition to her advisory role, she is an agent involved in non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, offering managed-account programs, financial planning, and brokerage services supported by Envestnet’s investment models.

Donald Davies is a financial advisor at Transamerica Financial Advisors with a Series 66 credential and one year of industry experience. Prior to joining Transamerica, he worked at Microsoft for 24 years. Outside of his advisory role, he teaches chess to children through the Grand Knights Chess Academy. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of fee-based and commission-based programs supported by proprietary and third-party investment models.

Joliet Osborne is a CFP® professional with 15 years of industry experience, currently serving at Valic Financial Advisors in Renton, WA. She has been with Valic Financial Advisors since 2010 and also holds a position with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account and wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Howard Englehart is a financial advisor at TLG Advisors, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Securities America, Inc., Cetera Advisors LLC, and KMS Financial Services, Inc. In addition to his advisory role, he is an independent insurance agent recommending life, annuities, and long-term care insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional clients through a combination of investment supervisory services, portfolio management, and comprehensive financial and estate planning. Its approach integrates fundamental analysis and Modern Portfolio Theory, offering a direct-to-consumer program called Starlight Portfolios alongside ERISA fiduciary services.

Mary Isom is a financial advisor with Valic Financial Advisors in Renton, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked at several firms, including Bank of America, Merrill, KeyBank, and JP Morgan Securities. Valic Financial Advisors is a large enterprise serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning, using a model-driven approach with discretionary unified managed accounts and centralized technology.

Julie Sun is a financial advisor with Transamerica Financial Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Vanilla Technologies, Inc., and WealthWave. Outside of advisory work, she is involved in managing a joint rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers a combination of fee-based advisory programs and commission-based brokerage services, utilizing proprietary and third-party investment models with both discretionary and non-discretionary options.

Michael Graf is a financial advisor with Key Investment Services LLC in Auburn, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Key Investment Services since 2010. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals, offering portfolio management and model-based advisory products. The firm employs a multi-provider model and integrates with KeyCorp affiliates to provide a range of investment and advisory services.

John Ritezel is a financial advisor with Commonwealth Financial Network in Issaquah, WA, holding a Series 66 designation and having 21 years of industry experience. His prior roles include positions at Securian Financial Services Inc, Minnesota Life Insurance Co, and Mass Mutual Investors Services. He also engages in fixed insurance sales, dedicating a small portion of his time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors. The firm offers a comprehensive platform including managed-account programs, access to third-party asset managers, and custody services, working with clients to implement portfolios through a combination of internal model portfolios and external subadvisers.

Judith Wildes is a financial advisor at Valic Financial Advisors with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Valic Financial Advisors since 2000. In addition to her advisory role, she is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services through its broker-dealer operations.

Cole Mattson is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and two years of industry experience. His prior work history includes roles at KeyBank NA, Equitable Advisors, and various positions outside of finance, such as employment at Panowicz Jewelers and Indian Summer Golf and Country Club. 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 plans. The firm utilizes a multi-provider platform with discretionary and non-discretionary models, integrating services from KeyCorp affiliates including KeyBank and KeyBanc Capital Markets.

Holt Wallin is an advisor at Key Investment Services LLC with a Series 66 designation and no prior industry experience. Before joining the firm, he worked in education at several schools including Oregon State University and Mountainside High School. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor that serves individuals, trusts, estates, small businesses, and institutional clients. The firm offers a range of model-based advisory products through a multi-provider platform and integrates with KeyCorp affiliates for additional financial services.