Julie Schneider is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Manning & Napier Investor Services, Inc. for nine years before joining D.A. Davidson in 2022. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and specialized wealth management solutions under a fiduciary standard.

Jeremy Jenkins is a Series 66 registered financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, and has two years of industry experience. Prior to joining Bankers Life Advisory Services, he held roles at LPL Enterprise and Pruco Securities LLC, as well as non-advisory positions including working for UPS and operating a business named Jims LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm utilizes a combination of fundamental, technical, and cyclical analysis to develop customized asset allocations and portfolio management strategies tailored to clients’ goals, risk tolerances, and time horizons.

Sarah Woehrman is a CFP® with 15 years of industry experience and is currently with Private Advisor Group, LLC. Her prior roles include positions at LPL Financial, Strategic Wealth Advisors Group, LINCOLN FINANCIAL ADVISORS Corporation, and Ameriprise Financial Services. In addition to her advisory work, she is involved with Unique Planning Insurance Solutions, where she sells group benefits, and she provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary advisory model, utilizing various technology platforms and third-party managers to deliver investment solutions tailored to client goals and risk tolerances.

Nicole Guimonds is a financial advisor with First Command Advisory Services, holding Series 66 and Series 63 licenses and 11 years of industry experience. Her prior roles include positions at Fisher Investments, Citizens Securities, Inc., and Edward Jones. She is based in Vancouver, WA. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Stacy Hollender is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Kestra Advisory Services LLC and Kestra Investment Services LLC in 2021, Hollender worked at Spc and Sigma Financial Corporation from 2012 to 2019. She also serves as a registered field assistant with Parthenon Wealth Advisors and Kestra Advisory Services, focusing on operational duties and client service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers fiduciary consulting, plan design, compliance testing, and a range of investment solutions, managing approximately $79.8 billion in assets and serving unique clients such as sovereign wealth funds.

Josh Mc Clellan is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at Personal Capital Advisors Corporation and Fisher Investments. He is based in Vancouver, WA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Scott Cornett is a CFP® professional at D.A. Davidson & Co. with 25 years of industry experience. His prior roles include positions at Ameriprise and Wells Fargo Advisors. He is based in Vancouver, WA. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm applies fiduciary standards and utilizes both qualitative and quantitative analysis in its advisory processes.

John Cameron is a CFP® with 30 years of industry experience and has been with D.A. Davidson & Co. since 2016. Based in Vancouver, WA, he assists clients through his role at the firm. Outside of his advisory work, he participates in a book publishing venture as an agent for his wife. D.A. Davidson & Co. offers investment advisory and brokerage services to various clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and wealth management for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Adam Bartek is a financial advisor with First Command Advisory Services, holding a Series 66 license and six years of industry experience. Prior to his advisory career, he served in the United States Air Force for 21 years. He has held roles at multiple First Command entities since 2019. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Ruben Artiga is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. He serves as the Local Chapter Executive Director of the Seattle Latino Metropolitan Chamber of Commerce and is an Intelligence Analyst in the US Army Reserve. First Command Advisory Services is an SEC-registered investment adviser primarily serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

Krystle Mcentire is a CFP® and holds a Series 66 license, with 14 years of experience in the financial industry. She has worked at Creative Planning since 2026 and previously spent seven years at Duncan & Haley, Ltd., with a brief tenure at Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals and institutional entities. The firm employs a financial-planning-led investment strategy that emphasizes low-cost indexing and long-term buy-and-hold approaches, supported by specialized offerings such as tax-loss harvesting and private market investments.

Carson Krigbaum is a financial advisor with D.A. Davidson & Co. in Vancouver, WA, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson in 2025, he worked at Alto Securities, LLC and Alto Solutions, and previously spent eight years at Dick Hannah Subaru. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Steven Altergott is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at firms including KeyBank, CMG Financial, and MassMutual. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment choices supported by non-binding recommendations and ongoing monitoring, operating as part of the KeyCorp group with connections to affiliated banking and capital markets entities.

David Rayburn is a financial advisor at Voya Financial Advisors, Inc. with 11 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Thrivent Financial, Agia, Valic Financial Advisors, and Banner Bank. Voya Financial Advisors, Inc. serves a diverse client base that includes individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a range of services including financial planning, portfolio management, and plan-sponsor consulting, often providing non-discretionary recommendations within multiple program structures.

Patrick Flynn is a financial advisor with Eagle Strategies (NY Life) based in Ridgefield, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He operates Flynn Insurance, LLC dba Flynn Financial Partners, focusing on brokering insurance products, and serves on the Planning Commission for the City of Ridgefield as well as the Board of Directors for Seton Catholic High School. Additionally, he participates as an instructor with Junior Achievement and holds leadership roles such as President of the Estate Planning Council of Southwest Washington. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Daniel Corey is a financial advisor with Bankers Life Advisory Services, Inc. in Portland, OR, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with the Bankers Life organization in various capacities since 2012, including roles at Bankers Life Advisory Services, Bankers Life Securities, Inc., and Bankers Life & Casualty. Additionally, Daniel is licensed to sell and service insurance products such as long-term care, life, Medicare supplement, annuities, and equity-indexed annuities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan services. The firm uses fundamental, technical, and cyclical analysis to tailor asset allocations and implements strategies across a broad range of securities, with affiliations that include CNO Financial Group and several insurance-related entities.

Jessica Gutierrez is a financial advisor with Empower Advisory Group in Vancouver, WA, holding Series 63 and Series 66 licenses and six years of industry experience. Her previous roles include positions at Morgan Stanley, E*TRADE Securities LLC, and U.S. Bancorp Investments, Inc. Outside of finance, she is a part owner of Ruff Roads Mobile Grooming LLC, a mobile pet grooming business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and include both single-point-in-time financial plans and optional managed account solutions.

Daniel Zamoshnikov is a financial advisor at Key Investment Services LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services since 2018, with prior experience at KeyBank, various insurance carriers, and Waddell & Reed Inc. Outside of his advisory role, he operates a photography business. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client direction in model selection and provides oversight and due diligence on third-party advisory products while operating within the KeyCorp group and its affiliated entities.

Deborah Brown is a financial advisor at Key Investment Services LLC with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Investment Services since 2017, following prior roles at Afortus Financial and SII Investments, Inc. Outside of her advisory work, she has participated as a food delivery driver for DoorDash during non-trading hours. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients, offering a variety of advisory programs and investment products. The firm emphasizes client-directed investment decisions supported by professional recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations that integrate banking and capital markets services.

Edward Wagner is a financial advisor at Creative Planning with 28 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously with Cetera Wealth Services, CETERA Advisor Networks, and WILLIS. Wagner also engages in investment advisory activities related to fixed insurance and annuity products through SageView Advisory Group. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.