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 credentials and bringing eight years of industry experience. She has worked within various Bankers Life entities since 2011, including her current role at Bankers Life Advisory Services since 2022. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across multiple security types to align with client goals and risk tolerances.

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 with First Command Advisory Services in Lakewood, WA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Their background includes service in the U.S. Army and U.S. Army Reserves from 2016 to 2023, alongside roles within multiple First Command entities since 2020. 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 various wrap-fee asset management programs, utilizing a centralized investment management team to select and monitor portfolios and third-party managers.

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 with C1 Wealth Management, LLC, where she engages in insurance services and comprehensive planning. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm offers a range of financial planning and portfolio management solutions through multiple platforms and employs both passive and active investment strategies tailored to client risk profiles.

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.

Ryan Linford is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 65 and Series 63 credentials and five years of industry experience. He has been affiliated with Bankers Life and its affiliated entities since 2011, including roles at Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc. In addition to his advisory work, he acts as an insurance agent for Bankers Life & Casualty, Inc., writing business for Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Ashley Drogon is a financial advisor at Key Investment Services LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KeyBank Association, Wells Fargo, and J.P. Morgan in various capacities. Key Investment Services LLC serves individuals—including high-net-worth clients—trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment strategies combined with non-binding advisor recommendations and ongoing product due diligence.

Danielle Rose is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., where she has worked for three years. She has experience training insurance agents and writing insurance products including Medicare, long-term care, life insurance, and annuities. Her prior work includes roles at Bankers Life Securities, Inc., Bankers Life & Casualty, Inc., and various other positions in diverse industries. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan services. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios based on client goals, risk tolerances, and time horizons.

David Close is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and two years of industry experience. His work history includes roles at Barron Financial Services and various positions outside the financial industry, such as at Skytale Digital, Enzian Inn, and Eagle Creek Winery. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through diversified asset allocation portfolios. The firm’s investment process follows a strategic top-down approach with unitized, risk-based mutual fund portfolios and emphasizes education and support services for plan sponsors and participants.