Belle Crause is a Series 65 licensed financial advisor with three years of industry experience, currently with Integrity Advisory Solutions. Her prior roles include positions at Burlington Alliance Capital Management and as an independent agent. She is co-owner of Mission Focused Financial, an insurance agency offering life, health, annuity, and estate planning products, and provides estate planning consultation through Integrated Trust Systems. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing about $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services, utilizing various asset-allocation methods and third-party platforms.

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.

Born and raised in Fairbanks, Alaska, Sean A. Hummel, CFP®, grew up with a strategist's mind and a heart for service. A collegiate athlete and Eagle Scout, he learned early how to stay calm under pressure, lead with intention, and help others rise to their challenges. Those qualities ultimately drew him toward personal financial planning in college, where he realized his natural strengths in strategy and problem-solving could make a meaningful difference in people's lives. Sean began his career with McKinley Capital Management in Anchorage and later joined Merrill Lynch, where he helped clients navigate their most important financial decisions. Over time, however, he saw the industry drifting away from authentic personal service. Determined to change that, he first launched Hummel Planning and later founded Ten Ring Wealth Advisors in 2025; an independent, flat-fee, fee-only firm built to restore transparency, precision, and unwavering client-first guidance. Today, Sean leads Ten Ring with the same intentionality he brings to his life outside the office, where he and his wife, Aly (often with their golden-doodle Avicii in tow) travel the world, hike mountain ranges, scuba dive, ski, and explore new cultures. A passionate archer and lifelong adventurer, Sean channels that same focus and discipline into helping families achieve true financial sovereignty. At Ten Ring, his mission is simple: empower clients to live life on their terms, aim boldly at their goals, and hit the bullseye with confidence.

David Lloyd is a financial advisor at MissionSquare Retirement with nine years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SRQ Wealth Advisory, LPL Financial, Bank of America, and Merrill. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm’s investment advice and model portfolios are developed by Morningstar Investment Management and are delivered through multiple channels exclusively within MissionSquare‑administered accounts.

Sonia Rogers is a financial advisor at MissionSquare Retirement with 27 years of industry experience. She has held the Series 63 and Series 65 credentials and has worked at 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 offers plan administration, recordkeeping, education, and advisory services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed by Morningstar Investment Management.

Gary Brooks Jr. is a Certified Financial Planner® with 18 years of industry experience. He joined Mission Wealth Management, LP in 2023 after 14 years at Brooks, Hughes & Jones, Inc. Outside of his advisory role, he serves as an official scorer for a professional baseball club and consults on the investment committee of a nonprofit foundation. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a variety of asset classes and offers comprehensive wealth management, financial planning, and fiduciary services.

Barry Reid is a financial advisor with Merit Financial Advisors in Des Moines, WA, holding Series 63 and Series 65 licenses and 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 volunteer board president for Pierce County Alliance, a charitable nonprofit organization. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Chad Johnson is a financial advisor at Trek Financial with seven years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Trek Financial, he worked at Clear Creek Financial Management and the First Assembly of God Life Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a combination of strategic and tactical portfolio approaches, incorporating rules-based and evidence-based models alongside fundamental and technical analysis, with access to a wide range of model strategies, alternative investments, and specialized hedging techniques.

Baylee Bryant is a CFP® with four years of industry experience, currently serving as an advisor at Merit Financial Advisors. Prior to joining Merit, Baylee worked at LPL Financial and has a background that includes roles at Starbucks Corporation and Wescom Credit Union. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, supported by a central Investment Management team and Investment Committee.

Jason Hall is a CFP® with five years of industry experience, currently affiliated with D.A. Davidson & Co. He previously worked at Key Bank NA for 33 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients, offering both comprehensive financial planning and specialized wealth management programs. The firm operates under fiduciary standards and integrates qualitative and quantitative analysis in its advisory services.

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.

Matthew Ferguson is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at LPL Financial, Purshe Kaplan Sterling Investments, and Bankers Life. Ferguson also engages in the sale of fixed and traditional insurance products. 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 services, and retirement plan advisory, employing a long-term investment approach with customizable portfolios that include mutual funds, ETFs, equities, and fixed income.

Claude Conlin is a financial advisor at Voya Financial Advisors, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya since 2014. Outside of his advisory role, he owns and operates Conlin Intellectual Capital, a consulting business focused on client goal-setting and thought processes rather than specific investment advice. Voya Financial Advisors serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering services such as financial planning, portfolio management, and third-party money manager access. The firm provides advice primarily through non-discretionary relationships and operates as both an SEC-registered investment adviser and a broker-dealer.

Linda Rutledge is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Voya Financial Advisors since 2014. Outside of her advisory role, she is an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, primarily offering non-discretionary, recommendation-based services.

Connor Berkery is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advising, he is a licensed independent insurance agent focused on fixed life insurance. Voya Financial Advisors serves a broad client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting, primarily delivering non-discretionary advice through multiple program structures.

Teresa Murray is a financial advisor with Key Investment Services LLC in Puyallup, WA, holding Series 63 and Series 66 designations and 14 years of industry experience. She has worked at Key Investment Services since 2012 and previously spent 27 years at Key Bank NA. Key Investment Services LLC provides advisory services to individuals, trusts, small businesses, and corporate clients through various wrap-fee programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and ongoing monitoring, with access to third-party discretionary managers and oversight through its Product Due Diligence Committee.

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.

Kurt Roddy is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 66 registrations and 28 years of industry experience. He has worked at multiple firms including Arbor Point Advisors, Securities America, Inc., and Harbor Financial Advisors, where he remains active as an owner and investment advisor. 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 and manages risk-based mutual fund portfolios, offering comprehensive education and support services to plan sponsors and participants.

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.