Christopher Muller is a financial advisor with First Command Advisory Services in Lakewood, WA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with First Command Advisory Services since 2015 and also has concurrent roles at First Command Insurance Services, Inc. and First Command Financial Planning, Inc. since 2013. 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 using model portfolios and third-party managers selected by a centralized Investment Management Team.

Kyle Lapastora is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., having joined the firm in 2026. He previously worked for Washington State Department of Social and Health Services for 11 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients' goals and risk tolerances.

Dag Olov Brandfors is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Commonwealth Financial Network since 2009. Outside of his advisory role, he is president and co-owner of Steilacoom Investments Co., a private entity involved in securities and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $210 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, serving both individual and institutional clients.

James Smith is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. His prior work includes roles at Conestoga Wealth Partners, California Consulting, and Gallagher Insurance, as well as time at the University of Southern California. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm manages approximately $212.7 billion in assets and offers a broad platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Betty Lake 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 2020 and has additional roles with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Lake is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Karla Greer is a financial advisor with VOYA Financial Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. She has 34 years of industry experience, including prior work at Madrona Financial Group. Outside of her advisory role, she is an independent insurance agent and serves as treasurer for two homeowners associations. VOYA Financial Advisors, Inc. serves a diverse range of clients, including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting through various program structures with a focus on recommendation-based, non-discretionary advice.

Samantha Schnurr is a CFP® and Series 65 credentialed advisor with four years of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Sincerus Advisory, LLC and FinTrust Capital Advisors, LLC. Before her financial advisory career, she held roles in the food and beverage industry. Wealth Enhancement Advisory Services manages over $122 billion in assets and serves individuals, high-net-worth clients, corporations, and retirement plans with diversified, risk-class based investment strategies that combine passive and active management.

Henry Webb is a financial advisor at Empower Advisory Group with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Equitable Advisors, LLC. 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 account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Dwight Anderson is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 designations and 11 years of industry experience. He has worked at Integrated Wealth Concepts since 2019, following prior roles at Ameriprise Financial Services and First Financial Advisors. 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, and retirement plan advisory services, employing a primarily long-term investment approach with a variety of portfolio options.

Christina Maddock is a financial advisor with Empower Advisory Group, holding a Series 66 designation and eight years of industry experience. Her career includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Principal Life Insurance Company, and Hawkins-Poe. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services linked to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Jackson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Fisher Investments. 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 a long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Cole Emry is a financial advisor at Key Investment Services LLC with four years of industry experience. He holds a Series 66 designation and has worked at Key Investment Services, KeyBank, and Wells Fargo in various capacities. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a range of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides oversight of third-party advisory products while operating within the KeyCorp group and collaborating closely with affiliated entities.

Minh Chau Pham Nguyen is a financial advisor with Eagle Strategies (NY Life) in Tacoma, WA, holding Series 63 and Series 65 designations and having 12 years of industry experience. Nguyen has worked with Eagle Strategies since 2017 and has been affiliated with NYLife Securities LLC and New York Life Insurance since 2013. Outside of advisory work, Nguyen is involved in insurance brokering for non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailoring solutions to client objectives and plan sponsor criteria, managing the majority of its assets on a non-discretionary basis.

Steve Sarwono is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding CFP® and Series 66 designations with 15 years of industry experience. He has held roles at multiple firms, including Northwest Advisor Group LLC and Batik Financial, where he is proprietor. Outside of advisory work, he is a board member and secretary for a local homeowners association and operates an online retail business selling consumer electronics and video games. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Christian Graddon Sakamoto is a CFP® with 10 years of experience in the financial services industry. He is currently with CWM, LLC and has prior work history at Shilanski & Associates, Inc. and Northwestern Mutual in various capacities from 2015 to 2020. CWM, LLC serves a broad client base including individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement-plan services.

James Bermingham is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at E*TRADE Capital Management, Edward Jones, and Merrill Lynch. Outside of advising, he owns an LLC used to support administrative functions related to his advisory work. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers a range of financial planning and portfolio management services through multiple program structures, typically providing non-discretionary recommendations.

Jaime Manzo is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked with Key Investment Services and KeyBank in various capacities since 2015. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and managed account solutions, emphasizing client-directed model selection combined with ongoing monitoring and due diligence. The firm operates within the KeyCorp group and integrates closely with affiliated entities such as KeyBank and KeyBanc Capital Markets.

Jessica Storey is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC in Gig Harbor, WA, with four years of industry experience. Before joining Integrated Wealth Concepts in 2026, she worked at Zevenbergen Capital Investments LLC for seven years, as well as KMS Financial Services, Inc and Becu. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios and a long-term investment approach while also implementing shorter-term trades as needed.

Brighton Hollis is a Series 66 licensed financial advisor with Transamerica Financial Advisors, with three years of industry experience. Prior to his current role, he worked at equitable and BDS Analytics. He is also president of Powerfoods LLC, a pass-through entity primarily used for consulting income. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Cuicui Randolph is a financial advisor with First Command Advisory Services, holding a Series 66 credential and four years of industry experience. She has worked in various roles within First Command entities since 2021 and also serves in the U.S. Army, where she has been a member for over 27 years. First Command Advisory Services, Inc. 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, delivering investment management through a centralized team and wealth portfolio managers who select and manage model portfolios using approved third-party managers.