Laura Besaw is a CFP® and holds a Series 66 license with five years of industry experience. She currently works at Sequoia Financial Group, L.L.C. and has held prior roles at UBS, Bank of America, Merrill, and Wells Fargo. Her work history also includes a year focused on extended travel. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, and charitable organizations. The firm employs a blend of model and custom portfolio management strategies that include mutual funds, ETFs, individual securities, private and alternative investments, with oversight by an Investment Policy Committee.

Matthew Keen is a financial advisor with Key Investment Services LLC in Tacoma, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase bank NA. Key Investment Services LLC serves a diverse client base including individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides supervisory oversight, periodic rebalancing, and access to third-party discretionary managers.

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.

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.

Cory Sprott Cox is a financial advisor with Empower Advisory Group in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at GWFS Equities, Bank of America, Merrill, and Thrivent Financial. Outside of advising, he is involved in event planning and production through his ownership of Olive & Ivory, and co-owns a fitness and lifestyle coaching business in Tucson. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients, using an integrated model aligned with Empower’s recordkeeping and administrative platforms.

Ryan Quenneville is a CFP® and Series 66 licensed advisor with Valic Financial Advisors, based in Renton, WA. He has eight years of industry experience and has been with Valic Financial Advisors since 2017. He also has a role as an agent with AGIA, offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of investment advisor representatives and employs discretionary unified managed accounts with an emphasis on centralized technology and model solutions.

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 currently with Independent Financial Partners and Steele Capital Management, with prior experience at Russell Investments and Washington State University. Steele’s industry experience spans seven years at Russell Investments, with more recent roles beginning in 2025 and 2026. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform managing over $12 billion in assets and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Angad Mahal is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing one year of industry experience. His prior work includes roles at RBC Capital Markets, Piper Sandler, and Comerica Bank. Outside of advising, he is involved in several business ventures including ownership of a loan brokerage under East Hill Investors LLC, a property and casualty insurance agency, and a CPA firm providing accounting and tax preparation services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm’s offerings emphasize direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.

Debbie Vichot is a financial advisor with Voya Financial Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. She has been with Voya Financial Advisors since 2014. In addition to her advisory role, she is involved in the sale and service of Voya's Health Reimbursement Arrangement (HRA) product. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by a broad affiliate network.

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 in insurance services and comprehensive planning through C1 Wealth Management, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs via the AccessPoint platform and third-party asset managers.

Curtis Nagai is a CFP® professional with 41 years of experience in the financial industry. He has been with Commonwealth Financial Network since 2017 and previously worked at Signator Investors, Inc. and Equitable of Iowa. Nagai is also the owner and president of Nagai Wealth Management, Inc., a private entity supporting his securities, advisory, and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and their clients. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, and retirement consulting, along with custody and clearing services.

Ashley Drogon is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Prior to joining Key Investment Services, Drogon worked at Wells Fargo and J.P. Morgan in various roles from 2016 to 2025. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by ongoing monitoring and products due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

David Close is a financial advisor with PlanMember Securities Corporation in Puyallup, WA. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior work at Barron Financial Services. Outside of advising, he has experience in various roles across hospitality and outdoor industries. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering participant-level investment options through risk-based mutual fund portfolios. The firm also delivers education and support services, including seminars and personalized retirement planning.

Marco Willis is a financial advisor with Valic Financial Advisors in Renton, WA, holding a Series 66 designation and seven years of industry experience. His prior roles include work at Agia and Western Washington University. He is also an agent for non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, employing centralized technology and model solutions to manage relationships at scale.

Scott Slusser is a financial advisor with Eagle Strategies (NY Life) based in Tacoma, WA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes roles at Rockett Financial and New York Life Insurance Co. Slusser is also involved in brokering non-registered insurance products through his own firm, Slusser Financial, LLC. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through multiple program types, focusing on tailored recommendations and managing a substantial portion of assets on a non-discretionary basis within the New York Life affiliate structure.

Jason Carlson is a financial advisor with Key Investment Services LLC, holding Series 66 and Series 65 credentials and 18 years of industry experience. He has worked at Key Investment Services since 2015 and previously spent nine years at Key Bank. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed model selection supported by non-binding recommendations and conducts ongoing due diligence and supervisory oversight, operating as part of the KeyCorp group with affiliated banking and capital markets entities.

Jose Gueco is a financial advisor with Lincoln Investment in Renton, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Lincoln Investment Planning since 2009 and with Shelgren Financial Group since 2004. Outside of his advisory roles, he serves on the endowment committee for St. Philomena School, where he reviews the school budget, endowment fund, and fundraisers. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm employs a range of strategic and tactical investment approaches and manages approximately $22.9 billion in advisory assets as of December 31, 2025.

Steven Beck is a financial advisor with Key Investment Services LLC in Puyallup, WA. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Key Investment Services since 2005 and previously worked at Montgomery Ward for over 40 years. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs including wrap-fee, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and offers access to third-party discretionary managers while providing rebalancing, reporting, and supervisory oversight.

Norman Harris is a financial advisor at Key Investment Services LLC with 15 years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of finance, he has been involved in publishing self-authored fiction novels through Harris Books since 2000. 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 alongside professional recommendations and oversight, operating within the KeyCorp group and collaborating with affiliated entities like KeyBank and KeyBanc Capital Markets.