Thomas McDonnell is a CFP® certificant with 16 years of experience in financial advisory roles. He currently works at Merit Financial Advisors and has held prior positions at firms including Lido Advisors, Morgan Stanley, E*TRADE Capital Management, and Merrill. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios and employs both internal and third-party investment management resources.

Brian Fahey is a CFA® charterholder with 17 years of industry experience. He currently serves as a financial advisor at Pure Financial Advisors, LLC and previously worked at Personal Investment Management, Inc., Charles Schwab, and Morgan Stanley. Pure Financial Advisors, LLC manages approximately $11 billion in assets and serves individual and high-net-worth clients with comprehensive financial planning and discretionary portfolio management. The firm employs a financial-planning-centered approach using academic methods such as modern portfolio theory and tax-aware asset location.

Paul Ferguson is a financial advisor with American Independent Securities Group, LLC in Edmonds, WA. He holds the ChFC® designation and securities licenses Series 63 and 65, and has 32 years of industry experience. Prior to joining American Independent Securities Group in 2007, he worked at Equitable Advisors and Mony Securities Corporation. Outside his advisory role, he is involved in health and dental insurance sales and owns a marketing business focused on lifestyle magazine advertising. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, financial planning, and access to third-party managers and estate-planning services.

Kara Mitchell is a Series 65-licensed financial advisor with eight years of industry experience, currently with Advisor Share Wealth Management, LLC. She also serves as President and Owner of GoldenCrest Consulting, a lead generation and business consulting firm focused on supporting small business owners across various industries. Her previous experience includes roles at Horter Investment Management and Goldencrest Financial, where she has been active since 2010. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm uses a web-based asset management platform and typically implements client strategies through third-party sub-advisers and model portfolios, offering both discretionary and non-discretionary services.

Aaron Yoon is a CFP® and ChFC® with 17 years of industry experience, currently advising at \u0026Partners since 2025. Prior to joining \u0026Partners, he spent 16 years with Edward Jones. Outside of his advisory role, he is involved in managing real estate through his ownership and coordination duties at two real estate LLCs. \u0026Partners 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 strategies, with portfolio management supported by both in-house advisors and third-party managers.

Jan Larsen is a ChFC® credentialed financial advisor with 38 years of industry experience, currently affiliated with Eagle Strategies (NY Life). He has worked at multiple firms, including Larsen & Warren Financial Group LLC and Larsen Christopher Benefits Group. Larsen also owns and operates Larsen & Warren Financial Group LLC, which sells New York Life products. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Ryan Burklo is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, with a work history spanning roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he co-hosts two podcasts, "Beer and Money" and "Holistic Finance," and serves as a junior varsity basketball coach. Park Avenue Securities LLC, a wholly owned 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions tailored to client needs.

Mahala Murphy Martin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 licenses and 11 years of industry experience. She is also active as a fire commissioner for District 3 in Leavenworth and serves as president of the Leavenworth Rotary Club. Additionally, she holds board positions with The Dwelling Place, an adult group home, and the Icicle Creek Center for the Arts. PlanMember provides retirement plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Jeffrey Decker is a financial advisor with D.A. Davidson & Co. in Everett, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with D.A. Davidson & Co. since 1999. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, equity research, and a Private Wealth program for clients with more than $20 million in net worth.

Daniel Talcott is a financial advisor with PlanMember Securities Corporation in Bothell, WA, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with PlanMember since 2015 and operates several businesses outside the firm, including co-owning a bed and breakfast and serving as a sports official in basketball, softball, and baseball. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, offering fiduciary management under ERISA Section 3(38) and a range of risk-based mutual fund portfolios. The firm emphasizes a top-down strategic asset allocation process supported by ongoing education and service to plan sponsors and participants.

Brett Bly is a financial advisor with Eagle Strategies (NY Life) based in Lake Stevens, WA. He holds Series 63 and Series 65 licenses and has two years of experience in the financial industry. Prior to his current role, he worked at New York Life Securities and Westwood Mortgage. 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 investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple program types, including non-discretionary asset management and co-advisory relationships.

Eric Jacobsen is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Commonwealth since 2017 following a year at Signator Investors, Inc., and has also served as Owner and President of Seaway Financial since 2003. 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 around $213 billion in client assets. The firm provides a comprehensive platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Fred Sirianni is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2008. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under fiduciary standards, including ERISA retirement plan advice and comprehensive financial planning, and is notable for its involvement in municipal advisory and underwriting activities as well as its private wealth planning program.

Matthew Fox is a financial advisor with \u0026PARTNERS in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining \u0026PARTNERS in 2026, he worked at Bank of America N.A. and Merrill. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services, employing both proprietary and third-party strategies through discretionary and non-discretionary platforms.

Jesse Bond is a financial advisor with Eagle Strategies (NY Life) based in Seattle, WA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been involved with Eagle Strategies since 2006 and operates Bond Financial, PLLC, which provides insurance brokering services. Outside of his advisory work, Bond serves on the board of Transforming Age and volunteers with Full Life Care, as well as coaching girls' basketball at Lakeside Middle School. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice primarily through non-discretionary accounts and maintains a broad network of affiliated advisers within the New York Life affiliate structure.

Juergen Schatzer is a financial advisor with Principal Financial Services in Shoreline, WA, holding a Series 66 designation and eight years of industry experience. He previously worked at Edward Jones and spent fourteen years at Western Safety Products Inc. Schatzer serves on the boards of the Edmonds Chamber of Commerce Foundation, the Seattle Area German American School, and the Austria Club of Washington. Principal Securities provides brokerage and registered investment advisory services to a wide client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, typically implementing investments on a discretionary basis through these managers.

Mary Louise Nisperos Wittkopf is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and recently started her advisory career in 2025. Her prior work experience includes roles at Nalu Medical, Bontierra LLC, Golub Capital, and Kovitz Investment Group, along with academic experience at DePaul University. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and operates under fiduciary standards with both qualitative and quantitative investment analysis.

Liqin Song is a financial advisor at Key Investment Services LLC with four years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Bank of America, Merrill, J.P. Morgan Securities, JPMorgan Chase Bank, and Cathay Bank. 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 through a network of financial professionals. The firm employs a multi-provider model utilizing Envestnet and third-party managers and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

Janine Ruland is a financial advisor with Eagle Strategies (NY Life) in Mill Creek, WA, holding a Series 63 designation and over 21 years of industry experience. She has been affiliated with New York Life Insurance and its related entities since 2005 and led Ruland Financial Strategies in 2019. Outside of her advisory role, she serves as vice-president on the board of The Pointe Home Owners Association. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, emphasizing non-discretionary asset management and relationships with a wide range of institutional sponsors.

Vernon Klassen is a CFP® and ChFC® with 36 years of industry experience, currently serving with Valic Financial Advisors since 2010 and Agia since 2022. He holds Series 63 and Series 65 licenses and works in Lynnwood, WA. Klassen also acts as an agent for group and individual health insurance plans, including Medicare coverage. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.