Robin Gruber is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment Planning and NW Tax Planning. Additionally, he acts as an insurance agent for fixed life products such as fixed annuities and life insurance. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, and institutional entities, offering discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening processes.

Caleb Brown is a CFP® professional with 13 years of industry experience, currently serving at Composition Wealth, LLC since 2026. He previously worked at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company from 2013 to 2026. Outside of financial advising, Brown is a managing partner and handles bookkeeping for a non-financial services LLC. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm’s investment approach emphasizes long-term strategies using low-cost diversified funds, supplemented by individual securities and other instruments, with ongoing portfolio oversight and tax-sensitive rebalancing.

Quy Nguyen is a financial advisor at The AmeriFlex Group with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Sagepoint Financial, Inc., KMS Financial Services, Inc., and Mass Mutual. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations, offering portfolio management, financial planning, consulting, and retirement plan services through a network of advisory affiliates and multiple program platforms.

Miguel Villahermosa is a financial advisor at Trek Financial with four years of industry experience and holds a Series 65 credential. His prior roles include positions at Bulwark Capital Management, Patriot Roofing, and Redeem Church. Outside of finance, he has worked as a professional singer since 1999. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a combination of strategic and tactical investment approaches, including the use of AI tools, and provides a wide range of model and alternative strategies along with direct indexing and tax-loss harvesting.

Nathan Cruz is a financial advisor at Creative Financial Designs, Inc. in Tacoma, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Creative Financial Designs and its affiliated cfd Investments, Inc. since 2015. Outside of his advisory role, Cruz is involved in managing short-term rental properties through several LLCs. Creative Financial Designs serves a diverse client base including individuals, charitable organizations, corporate clients, and employer retirement plans, offering a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and provides various strategies, including Biblical Responsible Investing, with flexible fee arrangements and specialized programs.

Robert Harkson is a CFP® with 21 years of industry experience, currently serving with Advisory Alpha, LLC since 2019. He has also worked at Phase 2 Wealth Advisors LLC and Parker Financial LLC. Outside of his advisory role, he receives trail commissions related to Genworth long-term care insurance policies issued earlier in his career. Advisory Alpha manages over $4.3 billion for individual and high-net-worth clients, supported by a team of about 60 advisors. The firm employs a fund-of-funds investment approach with discretionary portfolio management and serves as a subadvisor and co-advisor to other registered investment advisers.

Lincoln Kopetski is a CFP® with 27 years of industry experience, currently serving at Merit Financial Advisors. His prior roles include positions at Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. He is also the owner of Chinook Services LLC, a finance and accounting business entity. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, overseen by a central Investment Management team and Investment Committee.

Scott Hitchcock is a financial advisor with Mariner Independent, holding Series 63 and Series 65 credentials and 21 years of industry experience. He previously worked at RSM US Wealth Management for 19 years and Choreo, LLC for two years. Hitchcock serves as a board member of Leavenworth Adventure Park in Washington. Mariner Independent provides investment advisory, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm’s platform supports model portfolios, discretionary management, and offers integrated institutional and retirement plan resources through affiliated entities.

Julie Price is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 12 years of industry experience. She has worked with Advisory Services Network, LLC and Juniper Investments & Retirement Planning, LLC since 2013. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

Sonia Rogers is a financial advisor with MissionSquare Retirement in Auburn, WA, holding Series 63 and Series 65 licenses. She has 27 years of industry experience and has been with ICMA-RC Services, LLC since 1999. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, which include discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Troy Dawson is a financial advisor with Capital Analysts in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Shelgren Financial Group and Lincoln Investment Planning for 15 years. Outside of financial advising, he serves on the board of directors for Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a company focused on manufacturing and distributing a non-financial retail product. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizes an in-house Investment Management & Research team, and provides customized investment solutions through various program structures.

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill and J.P. Morgan Securities LLC. Parail also operates Guard Legacy, a side business focused on investment-related services. The Fiduciary Alliance provides investment management and comprehensive financial planning services to individuals, retirement plans, and other advisers. The firm employs a mix of fundamental, technical, cyclical, and charting analysis, and offers discretionary portfolio management alongside estate and business planning support.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Lincoln Investment since 2013. Outside of advisory work, he is a member of RSA 405 LLC, which manages office lease arrangements. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs and employs an in-house investment management team that uses proprietary screening processes.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and 43 years of industry experience. He previously worked at LPL Financial for 30 years and has been associated with Intervest Consultants Ltd. since 1982. Reid serves as an investor, minority partner, and volunteer board president for Pierce County Alliance, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Chad Johnson is a financial advisor at Trek Financial with seven years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Trek Financial, he worked at Clear Creek Financial Management and the First Assembly of God Life Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a combination of strategic and tactical portfolio approaches, incorporating rules-based and evidence-based models alongside fundamental and technical analysis, with access to a wide range of model strategies, alternative investments, and specialized hedging techniques.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an advisor at Merit Financial Advisors. Prior to joining Merit, Baylee worked at LPL Financial and has a background that includes roles at Starbucks Corporation and Wescom Credit Union. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central Investment Management team and Investment Committee.

Mary Angela Hicks is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been associated with Key Investment Services and KeyBank since 1998 in various capacities. Outside of her advisory role, Hicks serves as a board member of the Highline Medical Center Foundation, which focuses on fundraising for the medical center. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client-directed model selection while providing non-binding recommendations and ongoing monitoring, and it operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Jason Hall is a financial advisor with D.A. Davidson & Co. holding CFP® and Series 66 designations and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Key Bank NA for 33 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Erwin Reguindin is a financial advisor at Integrated Wealth Concepts LLC with seven years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Edward Jones, Anchor Financial LLC, and several other firms. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning services, using customized portfolios comprised of mutual funds, ETFs, individual equities, and fixed income with a predominantly long-term investment approach.

Luca Procel is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Procel is also the owner of Procel Financial, an advisory and insurance business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and partnering with custodians such as Schwab and Fidelity.