Jason Carlson is a financial advisor with Key Investment Services LLC in Fife, WA, holding Series 65 and Series 66 licenses and 18 years of industry experience. He has been with Key Investment Services since 2015 and previously worked at Key Bank and Equitable Advisors. Key Investment Services LLC is an SEC-registered investment adviser that offers 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 combining platform services from Envestnet, strategist portfolios designed by its Chief Investment Office and third-party managers, and oversight from a Product Due Diligence Committee.

Charles Clark Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently with Integrated Wealth Concepts LLC. His background includes roles at Purshe Kaplan Sterling Investments and Konvergent Wealth Partners. Outside of advisory work, Clark has experience as a fixed insurance agent. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios and a combination of internal and third-party management strategies.

Rachel Geringer is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., KMS Financial, The Veritas Forum, and Green Lake Presbyterian Church. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary investment advice, retirement plan services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Marquis Richardson is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Konvergent Wealth Partners, Bitwise Industries, and Universal Cells. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach and utilizing a range of mutual funds, ETFs, individual equities, and fixed income.

Stephanie Shinn is a CFP® with 23 years of industry experience. She is currently with Narrows Financial and Commonwealth Financial Network, and has previously worked at Financial Advisory Partners and Kms Financial Services, Inc. She is a co-owner of JoLeo, LLC, an entity created for property rental in Tacoma, WA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Melissa Cournyer is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her work history includes roles at Konvex Wealth, Purshe Kaplan Sterling Investments, Proequities Inc, and Bankers Life. She is also involved in fixed and traditional insurance sales. 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, financial planning, and family office services, employing a primarily long-term investment approach with customized portfolios.

Zachary Wong is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Eagle Strategies since 2019 and has concurrently worked at New York Life Insurance Company and NYLIFE Securities LLC since 2013. Outside of his advisory role, Wong is involved in insurance brokering for non-registered products and assists with managing a family rental property business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advice through multiple program types, with most assets managed on a non-discretionary basis and a focus on fiduciary responsibilities for retirement investors.

Grace Park is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked with Eagle Strategies since 2018 and has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since 2004. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria, managing the vast majority of its assets on a non-discretionary basis.

John Davidson is a financial advisor with Valic Financial Advisors in Gig Harbor, WA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Valic Financial Advisors since 2001 and also holds a non-investment agent role at Agia. Additionally, he serves as a volunteer vice president on a church board, providing guidance on budgeting and mentoring young adults. Valic Financial Advisors primarily 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, using Envestnet-developed UMA models for portfolio construction.

Jeffrey Miner is a financial advisor with Schwab Wealth Advisory and holds the Series 66 designation. He has 24 years of industry experience, including roles at Charles Schwab Investment Management and Schwab Private Client Investment Advisory. Miner is also involved in managing two real estate investment LLCs, Black Fox Properties and Red House Properties. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on Schwab’s proprietary asset-allocation models and internal research, with recommendations tailored annually to client goals and risk tolerance.

Nhat Nguyen is a financial advisor with Key Investment Services LLC in Seattle, WA, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Bank of America, Merrill, and J.P. Morgan Securities. 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 utilizes a multi-provider model with discretionary implementation by Envestnet and portfolio design by its Chief Investment Office and third-party managers, offering a variety of wrap programs alongside custodial and trade execution services.

Dag Olov Brandfors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Commonwealth Financial Network since 2009. Outside of his advisory role, he is president and co-owner of Steilacoom Investments Co., a private entity involved in securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

Michael Appel is a financial advisor at Principal Financial Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Primerica Advisors and Principal Life Insurance Company. Outside of his advisory role, he has been involved in fixed insurance sales and is a registered agent for MKJ, LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

James Smith is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. His prior work includes roles at Conestoga Wealth Partners, California Consulting, and Gallagher Insurance, as well as time at the University of Southern California. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm manages approximately $212.7 billion in assets and offers a broad platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Karla Greer is a financial advisor at VOYA Financial Advisors, Inc. with 34 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Madrona Financial Group and Voya Financial Partners, LLC. Outside of her advisory work, she serves as treasurer for two homeowners associations and is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm providing financial planning, portfolio management, and retirement advisory services to individuals, including high-net-worth clients, as well as pension plans and charitable organizations. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies through a mix of discretionary and non-discretionary accounts.

Samantha Schnurr is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Sincerus Advisory, LLC and FinTrust Capital Advisors, LLC. Before her financial advisory career, she held roles in the food and beverage industry. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans with diversified, risk-class based investment strategies that combine passive and active management.

Audree Bobinger is a Series 65 registered advisor with Integrated Wealth Concepts LLC, bringing one year of industry experience. Prior to joining Integrated Wealth Concepts, she worked at API Financial Advisors, LLC and Symmetry Financial Group, and served six years in the United States Navy. Bobinger also works as a life and health insurance agent. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with both long-term and shorter-term strategies.

Henry Webb is a financial advisor at Empower Advisory Group with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Empower Advisory Group, he worked at Equitable Advisors, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model emphasizes long-term portfolio returns and annual rebalancing within plan lineups chosen by plan sponsors.

Dwight Anderson is a financial advisor at Integrated Wealth Concepts LLC with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Integrated Wealth Concepts since 2019, following a two-year period at Ameriprise Financial Services, Inc. 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, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios consisting of mutual funds, ETFs, equities, and fixed income.

Christina Maddock is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. Her career includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Principal Life Insurance Company, and Hawkins-Poe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.