Chad Johnson is a financial advisor at Trek Financial with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Clear Creek Financial Management, First Assembly of God Life Center, and Edward Jones. Trek Financial serves individual, high-net-worth clients, and institutional retirement plans by offering discretionary and non-discretionary asset management, financial planning, and retirement-plan services. The firm employs a combination of strategic and tactical approaches, integrating AI tools and a diverse range of model and alternative investment strategies.

Shawna Bain is a financial advisor at Merit Financial Advisors in Issaquah, WA, holding a Series 66 designation with 15 years of industry experience. She has worked at several firms, including PKS Investments, LPL Financial, and Wells Fargo Advisors. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients from 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally constructed models and offers services such as asset management, financial planning, retirement plan advice, and employee financial-wellness programs.

Joshua Bauer is a financial advisor with Eagle Strategies (NY Life) based in Enumclaw, WA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Bauer has been affiliated with New York Life Insurance Company since 2009. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of its assets on a non-discretionary basis.

Mary Hicks 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 within KeyBank and its affiliated firms since 1998. Outside of her advisory role, she serves as a board member for the Highline Medical Center Foundation. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients. The firm operates a multi-provider platform integrating KeyCorp affiliates and emphasizes non-discretionary model-based management with various wrap-fee programs.

Jason Hall is a financial advisor with D.A. Davidson & Co. holding CFP® and Series 66 designations and has five years of industry experience. Prior to joining D.A. Davidson, he worked at Key Bank NA for 33 years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Luca Procel is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Procel is also the owner of Procel Financial, an advisory and insurance business. 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 municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, using multiple program models and partnering with custodians such as Schwab and Fidelity.

Claude Conlin is a financial advisor with VOYA Financial Advisors, Inc. based in Tacoma, WA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2000 to 2011. Conlin also operates Conlin Intellectual Capital, a consulting business focused on clients' thinking processes and goal setting unrelated to specific financial products. VOYA Financial Advisors, Inc. is an advisory and broker-dealer firm serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, combining in-house and external strategists with technology-enabled tools to implement investment recommendations.

Linda Rutledge is a financial advisor with VOYA Financial Advisors, Inc. in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of advising, she is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines investment policy statements, model portfolios, and technology-driven tools to manage accounts primarily on a non-discretionary basis, with a product offering that includes both affiliated and unaffiliated investment options.

Connor Berkery is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Fidelity Investments, Morgan Stanley, E*TRADE, Bank of America, and Merrill. Outside of advisory work, he is an independent insurance agent specializing in fixed life insurance. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing a combination of in-house and third-party strategies along with technology-enabled tools to implement client-focused investment recommendations.

Steven Teichler is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at DPA Wealth Partners, Securian Advisors Northwest, Minnesota Life Insurance Company, and Securian Financial Services. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and support services. The firm offers discretionary model portfolios, multiple program structures, and operates with a substantial clearing and custody relationship with National Financial Services LLC.

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.

Steve O'flynn is a financial advisor at Foundations Investment Advisors LLC with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and Fortem Financial Group. Outside of his advisory role, he is involved with Elevated Financial Management, where he provides life insurance and annuities services. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach to manage client assets.

Scott Milam is a CFP®-credentialed financial advisor at &PARTNERS with 17 years of industry experience. His prior career includes roles at Fisette & Kim Financial Services, Embark Financial Services, Raymond James Financial Services, Key Investment Services, Key Bank, The Huntington Investment Company, HSBC Securities, and Wells Fargo Investments. &PARTNERS serves a diverse client base, including individuals, institutions, and corporations, offering investment management, financial and tax planning, and retirement-plan services through a blend of advisory, brokerage, and municipal advisory capacities.

Kenneth Behm Jr. is a financial advisor with Planmember Securities Corporation based in Tacoma, WA. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. He has worked at Planmember Securities Corporation since 2005 and has owned and operated BEHM Financial since 2009, providing retirement strategies, tax and risk management, insurance and annuity services, and estate conservation primarily for educators. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios with varying levels of risk, while also providing education and support services to plan sponsors and participants.

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.

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.

Angad Mahal is a financial advisor with Principal Financial Services holding Series 63 and Series 65 credentials. He has two years of industry experience, including roles at Principal Life Insurance Co, Principal Securities Inc, RBC Capital Markets, and Piper Sandler. Outside of his advisory work, Mahal owns and operates several businesses including a loan brokerage under East Hill Investors LLC, a property and casualty insurance firm, and an accounting service providing tax preparation and bookkeeping. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Darin Ring is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He has been with Key Investment Services since 2009 and previously worked at Chase Investment Services Corp. and Wamu Investments, Inc. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm uses a multi-provider model for portfolio management, combining discretionary implementation and strategist portfolios, and integrates offerings with KeyCorp affiliates for additional advisory and banking services.

Alfredo Manzanarez is a financial advisor with Lincoln Investment, holding a Series 66 designation and 18 years of industry experience. He has worked at Lincoln Investment Planning since 2014 and previously held positions at Ameriprise, Lincoln Investment, Shelgren Financial Group, and MM Ascend Life Investor Services. Outside of advising, he is involved in early childhood music education as a part owner of Musically Minded and owns Glacier Consulting, a business consulting service focused on preparing owners for potential sales. Lincoln Investment Planning is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that creates strategic model portfolios and employs third-party managers as needed.