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.

John Pitts is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include long-term positions at KMS Financial Services, Inc., Securities America, Inc., and Securities America Advisors, Inc. He has engaged in the sale of fixed-interest annuities through Western United Life Assurance Co. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services across multiple program models, utilizing proprietary and third-party platforms and managers.

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.

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.

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 65 and Series 66 licenses and bringing 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 serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring, while facilitating access to third-party discretionary managers and providing supervisory oversight across its offerings.

Charles Clark Jr. is a Series 66-licensed financial advisor with three years of industry experience, currently with Integrated Wealth Concepts LLC. His background includes roles at Purshe Kaplan Sterling Investments and Konvergent Wealth Partners. Outside of advisory work, Clark has experience as a fixed insurance agent. Integrated Wealth Concepts LLC 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, and family office services, employing customized portfolios and a combination of internal and third-party management strategies.

Rachel Geringer is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and previously worked at Securities America, Inc., KMS Financial, The Veritas Forum, and Green Lake Presbyterian Church. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary investment advice, retirement plan services, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Gregory Hammontree is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and 25 years of industry experience. He has been with Key Investment Services and its predecessor entities since 2005. Outside of his advisory role, he serves as a youth and adult soccer referee in Washington through the Pierce & Kitsap County Soccer Referee Association. 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 model selection supported by ongoing monitoring and due diligence, and operates within the KeyCorp group with affiliated banking and capital markets entities.

Robert Chinneth Jr. is a financial advisor at First Command Advisory Services with Series 63 and Series 65 credentials. He has no prior industry experience but served 23 years in the Washington Army National Guard and the United States Army. His background includes military service and recent attendance at the University of Washington Tacoma. 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 provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Marquis Richardson is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 65 designation and under two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Konvergent Wealth Partners and Bitwise Industries. 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, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income while employing both long-term and shorter-term strategies.

Stephanie Shinn is a CFP® with 23 years of industry experience. She is currently with Narrows Financial and Commonwealth Financial Network, and has previously worked at Financial Advisory Partners and Kms Financial Services, Inc. She is a co-owner of JoLeo, LLC, an entity created for property rental in Tacoma, WA. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.