Cynthia Briggs is a financial advisor at &Partners in Tacoma, WA, holding Series 63 and Series 65 designations with 34 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years before joining &Partners in 2025. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting through both discretionary and non-discretionary approaches, utilizing a combination of fundamental, technical, and quantitative analysis alongside third-party strategies.

Matthew Sinclair is a financial advisor at PlanMember Securities Corporation with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2016. Sinclair also manages Barron Financial Services as Branch Manager and is the owner of Sinclair Real Estate LLC, a short-term rental business. 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 uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Warren Mach is a financial advisor at D.A. Davidson & Co. with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2010. Outside of his advisory role, he serves as CFO for Asphalt Patch Systems, a non-investment-related business based in Puyallup, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Matthew Frank is a Series 66-licensed financial advisor with 22 years of industry experience. He is currently with &Partners, where he has worked since 2025. His prior experience includes nine years at Wells Fargo Clearing and seven years at Wells Fargo Advisors LLC. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis and provides both discretionary and non-discretionary investment services using proprietary and third-party strategies.

Carmen Habenicht is a Series 66-registered financial advisor at Voya Financial Advisors, Inc. with one year of industry experience. Prior to joining Voya, she worked at Equitable Advisors, LLC, and has held positions at several financial institutions including 1st Security Bank of Washington and Credit Human Federal Credit Union. In addition to her advisory role, she is involved with Shield & Sage Holdings LLC. Voya Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm provides advice through multiple program structures, emphasizing recommendation-based relationships with clients.

Brandyn Tuttle is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Eagle Strategies, he has held roles with Slusser Financial, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of financial services, he is also involved in operating a fireworks stand under the business name Beijing Bob's Fireworks. 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 offers multiple program types tailored to client and plan sponsor needs, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Vincent Di Domenico is a financial advisor at Voya Financial Advisors, Inc. with six years of industry experience. He holds the Series 66 designation and has worked at firms including Zetimair Wealth Management, Ameriprise Financial Services, and Luvo Wealth Advisors. He also provides pro bono financial planning through the Foundation for Financial Planning and is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual investors, institutional clients, and retirement plan sponsors. The firm offers a variety of services such as financial planning, portfolio management, and plan-sponsor consulting, with a focus on recommendation-based, non-discretionary advisory relationships.

Joseph Murray is a financial advisor with Planmember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Planmember and Northwest Advisor Group LLC since 2013. Outside of his advisory work, he operates a business distributing metal buildings and functions as an independent insurance agent. Planmember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm focuses on strategic asset allocation and manages risk-based mutual fund portfolios with a process that includes economic analysis, portfolio development, and periodic rebalancing.

Maria Hernandez is a Series 66 licensed financial advisor with 23 years of industry experience. She is currently with Empower Advisory Group and Empower Financial Services, where she has worked since 2023. Her prior work includes roles at Key Investment Services, KeyBank, Nature Coast Financial Advisors, AE Wealth Management, Lincoln Investment, Legend Advisory, and Legend Equities Corporation. 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 clients. The firm delivers its services through an integrated model linked to Empower’s recordkeeping and administrative platforms and offers both point-in-time financial plans and optional managed account solutions.

Ralph Kowal is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and its affiliated entities since 2005, as well as Heritage Bank and Harborstone Credit Union. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and more than 10,000 advisors nationwide.

Ena Dominique Villarete is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Ameriprise and Ameriprise Financial since 2016. Outside of her advisory role, she is co-owner of VH Enterprise LLC, a real estate business. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kellen Kranc is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work background includes roles at Thrivent Financial and positions in education at Pacific Lutheran University and Enumclaw High School. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering customized, goal-based financial analyses and planning without discretionary trading authority or portfolio management for institutional clients.

Brian Carpenter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2010, serving in various roles including Vice President Branch Leader, Regional Planning Consultant, and Executive Planning Consultant. Prior to joining Fidelity, Brian worked at T. Rowe Price from 2003 to 2010 and at Charles Schwab from 2000 to 2001. Brian holds a California Insurance License. His professional experience spans financial consulting, investment counseling, and retirement planning. Outside of his professional career, Brian enjoys baseball, concerts, movies, music, traveling, and family activities. He is a father of two daughters and married to a healthcare professional.

Joshua Jun is a financial advisor with LPL Financial in Bonney Lake, WA, holding a Series 66 designation and 19 years of industry experience. His previous roles include positions at Bankers Life Securities, Inc. and Bankers Life and Casualty Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research.

Michael Biancosino is a CFP® with four years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Fidelity Investments and Financial Engines Advisors L.L.C. In addition to his financial career, he has worked in various capacities including at the University of San Diego and in recreational services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Eva Plaster is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. She is involved in the Viator Influencer/Partner Program based in Needham, MA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, affiliated mutual funds, and fiduciary advisory services through a nationwide network of more than 23,700 financial advisors.

Jason Tvedt is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Elijah Schulz is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in college education planning, family wealth management strategies, personal retirement planning, and retirement income. Elijah holds the Chartered Retirement Planning Counselor (CRPC) designation and the Personal Investment Advisor (PIA) designation. He earned a Bachelor's Degree from Pepperdine University. He began his career at Merrill Lynch Wealth Management in 2025 and earned his CRPC designation in 2026. Outside of work, Elijah enjoys baseball, basketball, pickleball, surfing, and spending time with his family.

Sean Martin is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Columbia Bank and has experience supporting financial advisors through client onboarding and administrative duties at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual and high-net-worth clients, institutions, and charitable organizations. The firm employs a tailored, non-discretionary approach using fact-finding and risk profiling tools, and supports its clients through a broad advisor network and specialized programs.

Janis Shipman is a financial advisor at UBS Financial Services with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with UBS since 2009. In addition to her advisory role, she operates an Etsy business creating handmade baby quilts and needle-felted dolls and figures. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.