Robin Gruber is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment Planning and NW Tax Planning. Gruber is also an insurance agent specializing in fixed life products such as fixed annuities, long-term care, and life insurance through FS Financial Strategies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

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 designations and has worked at firms including Sagepoint Financial, Inc. and Key Bank. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting using customized strategies and a variety of wrap and non-wrap solutions.

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. with 12 years of industry experience. He holds a Series 66 designation and has worked at Creative Financial Designs since 2015, following a one-year tenure at Next Financial Group, Inc. Outside of advising, he owns and manages short-term rental properties through several LLCs. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm employs asset-class model allocations guided by third-party research and an Executive Investment Committee, offering both discretionary and non-discretionary management along with Biblically Responsible Investing strategies.

Robert Harkson is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with Advisory Alpha, LLC, where he has worked since 2019. His prior roles include positions at Phase 2 Wealth Advisors, Parker Financial, and Thrivent Investment Management. Advisory Alpha is an SEC-registered adviser managing over $4.3 billion for individual and high-net-worth clients, supported by a team of approximately 60 advisors. The firm utilizes a centralized Investment Team with a fund-of-funds approach across diverse managed portfolio strategies 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 as a financial advisor at Merit Financial Advisors in Tacoma, WA. He has previously worked at firms including Purshe Kaplan Sterling Investments, LPL Financial, Triad Investment Management, and U.S. Bancorp Investments. Outside of his advisory role, he is the owner of Chinook Services LLC, which provides finance and accounting support for tax and investment purposes. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified investment approach managed by an internal team and uses both proprietary and third-party managers, offering a blend of discretionary and non-discretionary account services.

Peter Barnes is a CFP®-certified financial advisor with five years of industry experience, currently with Fiduciary Counselling, Inc. in Tacoma, WA. His prior experience includes roles at Parcion Private Wealth LLC and JPMorgan Chase Bank, N.A. Fiduciary Counselling, Inc. offers investment advisory, accounting, tax, trust, estate planning, and estate administration services to individuals, trusts, charitable organizations, and corporations. The firm utilizes model portfolios driven by an asset allocation methodology that includes registered and unregistered funds, ETFs, private investments, digital assets, and sustainable strategies.

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 based in Des Moines, WA. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Dawson has worked with Shelgren Financial Group and Lincoln Investment Planning for 15 years. He serves on the board of directors of Abiding Word Church Pacific Northwest and is the founder and president of Genesis NTB, LLC, a company focused on the manufacture and distribution of a consumer retail product. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and custom advisor-managed strategies, providing both discretionary and non-discretionary investment services through a nationwide network of independent advisors and an in-house research team.

Sam Parail is a financial advisor at The Fiduciary Alliance with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill, J.P. Morgan Securities, Chase Investment Services, and Ronald Blue & Co., among others. In addition to his advisory role, he owns and operates Guard Legacy, a business involving licensed life and disability insurance sales. The Fiduciary Alliance serves individuals, including high-net-worth clients, retirement plans, and other investment advisers by providing investment management and comprehensive financial planning services. The firm employs a mix of fundamental, technical, cyclical, and charting analysis and offers discretionary portfolio management, estate and business planning support, and third-party insurance resource access.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Lincoln Investment since 2013. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 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 board member for the nonprofit Pierce County Alliance. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm’s investment approach focuses on long-term, diversified asset allocation through centrally managed model portfolios, with oversight from an internal investment committee and use of third-party managers and sub-advisers.

Chad Johnson is a financial advisor at Trek Financial in Tacoma, WA, holding Series 65 and Series 66 licenses with seven years of industry experience. His career includes roles at Clear Creek Financial Management and Edward Jones, as well as seven years at First Assembly of God Life Center. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by providing discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary services. The firm employs a blend of strategic and tactical investment approaches that incorporate AI tools, quantitative models, and alternative strategies.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an investment adviser representative at Merit Financial Advisors in Tacoma, WA. Prior to joining Merit, Baylee worked at LPL Financial, Starbucks Corporation, and Wescom Credit Union. Merit Financial Group is a multi-team SEC-registered advisory firm that serves individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed sleeves and model portfolios, with oversight from an internal investment management team and committee.

Mary Hicks is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked within KeyBank and its affiliated firms since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. 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. The firm operates a multi-provider platform integrating KeyCorp affiliates and emphasizes non-discretionary model-based management with various wrap-fee programs.

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.