Edward Grogan IV is a financial advisor with Commonwealth Financial Network in Gig Harbor, WA, holding CFP® and ChFC® designations and over 32 years of industry experience. He has been with Commonwealth Financial Network since 2005 and serves as President and Owner of Summit Wealth Management, a firm facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Austin Hill is a financial advisor with First Command Advisory Services in Lakewood, WA, holding a Series 66 designation and four years of industry experience. His prior work includes service in the U.S. Army and roles at the University of Wisconsin-Whitewater. Outside of advising, he is a member of Phoenix Firms LLC, where he assesses and votes on capital contributions for property acquisitions in Wisconsin. 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 multiple wrap-fee asset management programs using a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Guy Ridout III is a financial advisor at Integrated Wealth Concepts LLC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Principal Securities, Inc. and Principal Life Insurance Company, among other firms. Ridout has been with Integrated Wealth Concepts since 2024. 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, utilizing customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income with a focus on long-term strategies complemented by shorter-term rebalancing trades.

Christina Bates is a financial advisor at Key Investment Services LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank during her career. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts, emphasizing client-directed investment choices combined with ongoing monitoring and third-party product due diligence. The firm operates within the KeyCorp group and maintains affiliations with KeyBank and KeyBanc Capital Markets.

Matthew Keen is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank NA. He has been with Key Investment Services since 2023. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee accounts, model portfolios, and separately managed accounts. The firm emphasizes client direction in investment decisions and provides ongoing monitoring while working closely with affiliated entities within the KeyCorp group.

Christine Jackson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Bankers Life Advisory Services since 2022 and has worked at affiliated entities within Bankers Life since 2011. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Julie Barron is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 designations and 17 years of industry experience. She has worked at PlanMember since 2021 and previously spent 12 years with GWN Securities Inc. Barron has also operated her own investment and insurance services businesses since 2007. 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 strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Maxwell Graber is a financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, holding a Series 65 designation and four years of industry experience. Prior to joining Integrated Wealth Concepts in 2022, he worked at Konvergent Wealth Partners and spent two years at Nordstrom. Outside of advising, he is a fitness instructor with SHRED415. Integrated Wealth Concepts 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 consulting, using customized portfolios with a long-term approach that incorporates mutual funds, ETFs, equities, and fixed income.

George Calbert is a financial advisor with First Command Advisory Services holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining the firm, he served in the US Navy for 32 years. First Command Advisory Services, an SEC-registered investment adviser, serves individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Kenneth Behm Jr. is a financial advisor with Planmember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Planmember since 2005 and has owned BEHM Financial since 2009, where he provides services focused on educators, including retirement strategies, tax and risk management, and insurance products. Planmember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process utilizes a strategic asset allocation framework to manage risk-based mutual fund portfolios and supports clients with education, seminars, and personalized retirement planning.

Eric Daniel is a financial advisor at Integrated Wealth Concepts LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. 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 services, and sponsors wrap-fee programs, constructing customized portfolios using mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Marlee Lawson is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and beginning her career in 2025. Prior to joining PlanMember, she worked at Batik Financial and Amazon, and has experience in educational roles at Pacific Lutheran University and Capital High School. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers a top-down strategic asset allocation approach with risk-based mutual fund portfolios and supports plan sponsors and participants through education, personalized planning, and counseling services.

Jiahui Feng is a financial advisor at First Command Advisory Services with five years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes service in the U.S. Army and U.S. Army Reserves. Feng has worked at multiple entities within the First Command organization since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects model portfolios and third-party managers from approved lists.

Jonathan Jepsen is a financial advisor at Mariner with 23 years of industry experience. He holds a Series 66 designation and previously worked at TIAA-CREF for 17 years, followed by roles at Merrill and Bank of America. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, and provides integrated tax, family office, and financial wellness solutions.

Tatum Steele is a CFA® charterholder affiliated with Independent Financial Partners and Steele Capital Management. Steele has over seven years of industry experience, including a seven-year tenure at Russell Investments and four years at Washington State University. Independent Financial Partners serves a nationwide network of independent advisors, managing over $12 billion in assets for individual, charitable, corporate, and high-net-worth clients. The firm offers a decentralized advisory model with access to centralized asset management and is notable for its retirement-plan advisory and pension consulting services.

Tara Voorhies is a financial advisor with Empower Advisory Group, holding a Series 66 designation and five years of industry experience. She has worked at firms including Merrill and Wells Fargo, and currently advises at Advised Assets Group, LLC and GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm offers integrated services that focus on long-term portfolio returns and client savings rates within plan lineups selected by plan sponsors.

Debbie Vichot is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA. She holds a Series 66 designation and has 20 years of industry experience, including 12 years with VOYA Financial Advisors. Outside of advisory services, she is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. serves a diverse clientele including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, with a significant portion of assets managed on a non-discretionary basis.

Sara Rasmussen is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Ameritas Advisory Services, COUNTRY Capital Management Company, and Global Atlantic Financial Company. She is also involved in insurance services and comprehensive planning through C1 Wealth Management, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs via the AccessPoint platform and third-party asset managers.

Martha Brown is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Planmember Securities since 2014 and operates a pharmacy discount program through Integrity RX/Dollarwise RX.com. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Homer Smith IV is a CFP®-designated financial advisor with 25 years of industry experience, currently with Integrated Wealth Concepts LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of advisory services, Smith is involved in business ownership through Homer Smith LLC and has roles as an M&A broker under Integrated Wealth Concepts’ service offerings. He is also an author as of 2024. 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 customized portfolio management using mutual funds, ETFs, equities, and fixed income, employing a primarily long-term investment approach supplemented with shorter-term strategies for rebalancing and cash needs.