Christopher Dime is a CFP® and ChFC® with 12 years of experience in the financial services industry. He is currently affiliated with Private Advisor Group, LLC and has held roles at LPL Financial, Mariner Independent Advisor Network, Northwestern Mutual, and other firms. In addition to his advisory work, he serves as an Assistant S4 in the United States Army Washington National Guard and creates content through the YouTube Partner Program. Private Advisor Group serves a broad range of clients including individuals, business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives, providing access to third-party asset managers and firm-managed model portfolios.

Michael Meland is a financial advisor with Eagle Strategies (New York Life) based in Seattle, WA. He holds a Series 66 designation and has 18 years of industry experience. Meland has been with Eagle Strategies since 2015 and is also affiliated with NYLIFE Securities LLC and Bond Financial since 2014. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm provides a range of program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services connected to insurance and annuity products.

Eric Mathieu is a financial advisor with Empower Advisory Group in Edmonds, WA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with GWFS Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing over short-term forecasts.

Petra Ljubic Lane is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors since 2022, following seven years at Cpwm, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Brian Felshaw is a Certified Financial Planner (CFP®) and holds a Series 66 license, with eight years of industry experience. He has worked at Wealth Enhancement Advisory Services, LLC since 2025, following roles at Capstone Wealth Advisors, Waterfront Financial Management, LLC, and Morgan Stanley. Prior to his financial career, he spent five years affiliated with Brigham Young University and a year with BYU Police MTC security. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach blending passive and active management, supported by an internal Investment Committee and various implementation tools.

Kevin Pentz is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wealthmark Advisors, Wealth Solutions By Design, PLLC, THRIVENT Financial, and Thrivent Investment Management Inc. He is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services, managing roughly $212.7 billion in client assets.

Bo Lee is a financial advisor at Beacon Pointe Advisors, LLC in Seattle, WA, holding Series 65 and Series 66 licenses with four years of industry experience. Prior to joining Beacon Pointe Advisors, he spent 15 years at BNY Mellon. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and also acts as a general partner for proprietary private funds.

Sierra Walley is a financial advisor with Key Investment Services LLC, holding Series 65 and Series 63 licenses and three years of industry experience. Her work history includes roles at KeyBank, Wells Fargo, and U.S. Bancorp Investments. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliated brokerage and banking entities.

Christian Drew is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services since 2016. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions combined with ongoing oversight and due diligence, and it operates within the KeyCorp group, leveraging affiliations with KeyBank and KeyBanc Capital Markets.

Emma Brezler is a financial advisor at Commonwealth Financial Network with a Series 66 designation and one year of industry experience. Prior to joining Commonwealth and Wealth Solutions...By Design, she spent several years involved in education at George Fox University and Olympic College. Her background also includes homeschooling over a 13-year period. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Jung Lee is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, Lee is involved in several business activities including ownership interests in real estate consulting and insurance marketing entities, and volunteers translating grant information for small businesses in Pierce County. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to tailor client investment profiles.

James Logan is a financial advisor with First Command Advisory Services, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he served eight years with the US Navy at the Puget Sound Naval Shipyard. He is involved in community and political organizations, serving as an officer for FairVote Washington and the Libertarian Party at both the county and state levels. First Command Advisory Services is an SEC-registered adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, employing a centralized team for portfolio management and using a prescribed selection of third-party managers.

Noah Mink is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at KeyBank and CitiGroup prior to his current role. Key Investment Services LLC provides advisory and brokerage services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap‑fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment decisions with financial professionals offering recommendations and ongoing monitoring, and maintains a due diligence process for third-party advisory products.

William Weeks is a financial advisor with Commonwealth Financial Network in Silverdale, WA, holding Series 63 and Series 65 credentials and five years of industry experience. He has previously worked at Wealthmark Advisors and Thrivent Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

David Lee is a financial advisor with Commonwealth Financial Network, holding Series 63, 65, and 66 designations and 13 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for six years before joining Commonwealth in 2021. Outside of his advisory role, he is a member of the Northwest Investment & Growth investment club. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers extensive operational, trading, technology, investment management, compliance, and practice-management support, with advisors having discretion to construct portfolios from diverse securities and insurance products.

Nolan Wenger is a CFP® professional with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Premier Wealth WA and Commonwealth Financial Network since 2021. Prior to his financial advisory career, his background includes roles at organizations such as the Seattle Aquarium and Oregon Coast Community College. Commonwealth Financial Network serves a national network of nearly 3,000 advisors and their clients, providing a variety of advisory programs and back-office support. The firm offers discretionary model portfolios and multiple program structures, supporting advisors with operations, technology, investment management, and compliance services.

Allison Sweeney is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her prior roles include positions at AMS Financial Network, Elliott Cove Capital Management, Coastal Community Bank, Wells Fargo, and J.P. Morgan Securities. 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 roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.

Cassandra O'dea is a financial advisor at First Command Advisory Services with one year of industry experience. She holds a Series 66 designation and has prior work experience including roles at First Command Brokerage Services and Christopher Churchill. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Yong Chang is a financial advisor with Independent Financial Group, LLC in Seattle, WA, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he serves as an instructor for a business workshop organized by Pierce County to support Korean small business owners. Independent Financial Group is a large integrated advisory and brokerage firm that offers investment advisory programs, financial planning, and retirement plan services to individuals, trusts, corporations, business owners, and plan sponsors. The firm delivers investment advice through a mix of in-house and third-party model portfolios, serving a broad client base including high-net-worth individuals.

Zachariah Robinson is a financial advisor with Eagle Strategies (NY Life) based in Mountlake Terrace, WA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 11 years of industry experience and has been affiliated with New York Life Insurance Company and NYLIFE Securities LLC since 2014 and 2015 respectively. Outside of his advisory work, he is a freelance theatre director for a community theatre. Eagle Strategies serves a diverse client base, including individual and institutional investors, offering financial planning, investment management, and retirement plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice delivered primarily on a non-discretionary basis and operates within an integrated New York Life affiliate structure.