Karen Hansen is the President of Wyman & Associates as well as Wyman Financial Solutions and the successor to the company's founder, Larry Wyman. Its main office is in the Seattle/Tacoma area, and for over 35 years, Wyman and Associates has been proud to be the trusted partner for many clients throughout the stages of life. Karen works with individuals and business to help protect their investments, businesses and family interests. Together we cultivate long-term client relationships and offer a vast array of financial services to meet each client's unique needs. Karen is active in the community. She currently is a member of the Scholarship Committee Board of her college sorority. Karen is also on the board  of Washington Business Week, a well-known non-profit organization mentoring high school students in business leadership and teamwork. Along with Washington Business Week, Karen is also on the board of  Renton Technical College Foundation Board.

Andrew Butler has over 24 years of experience in the financial services industry. He has developed a successful business in meeting the needs of business owners, key executives, and retirees. His primary focus is helping others to properly insure what they have, invest what they can, and live the life of their dreams. In his pursuit for greater industry knowledge and expertise, Andrew has achieved the professional designations of CIC (Certified Insurance Counselor) and CRM (Charter Risk Manager). Andrew is happily married to his high school sweetheart Stacy and they are the proud parents of three children.

With a myriad of changes occurring in our industry, a core attribute is adaptability. This is one of the key strengths of P.R.A.I.S. and of its' Principle Owner, Dana Gibson.

P.R.A.I.S is one of the premier Independent Retirement Planning Organizations/General Agencies in the nation. Dana has adapted to the changing needs of clients by enhancing services with full-service consulting based on a holistic, all facets approach to retirement planning & income. With his guidance and commitment to the industry, he’s driven innovation and best-in-class service on multiple fronts for nearly 1,000 clients across the United States. Dana's thought leadership is sought by many, and he frequently serves as a keynote speaker for insurance organizations, regulatory bodies and news media.

Dana is also a founding member of The Masters Institute as well as chapter president of the Society For Financial Awareness (SOFA).

Mark is the founder and principal of Ness Insurance & Annuity, LLC. He shares full ownership with his wife Charlene.

Mark began his financial career in 1972 in Great Falls,Montana; following in the business footsteps of his father, Richard B. “Dick” Ness.

Mark and Char are leaders in the industry and well respected by clients and peers alike. Mark says that their greatest achievement in this business is that not one of his or Char’s clients has ever lost a penny.

Mark and Char have an objective to help clients eliminate as much confusion as possible in planning for their financial future. They are very diligent in helping their customers achieve long term financial objectives by utilizing insurance products.

They believe that everyone should have someone with honesty, integrity and a commitment to make things simpler and less complicated.

They believe that integrity and trust are more important than anything else in the business world.

Dan Ostlund was born in Tacoma and is a fourth-generation business owner. He has passed the Series 65 exam and is an Investment Advisor Representative with CMS Advisors. He started Ostlund Wealth Advisors in 1995. He has been married to his wife, Marie, for 30 years. They have two children who are business and finance students at the Carson Business School at WSU. They plan to join the family business after graduation.

Advisory Services provided by Capital Management Services, Inc., dba “Ostlund Wealth Advisors.”

Your Trusted Source for Retirement Planning and Investments Since 1987

Outcome-Focused: So often the process is the planning focus when what really matters is the outcome. We don’t just help folks find the best investments, we help them become better investors.

Financial Road Map ® for Living Life on Purpose: All successful planning is Goal-Focused and Plan-Driven while failed planning is Market-Focused and Current Events-Driven.

Client Value Promise: CARE Program “Client Achieving Retirement Excellence” Pledges to…

·        Align your financial choices with your most important goals and most deeply held values.

·        Get your entire financial house in perfect order and keep it that way forever.

·        Have a 10 level of confidence that no matter what happens in the markets, the economy, or the world you will achieve your goals.

Since 1997 Ken has been providing high-quality financial planning services because he is invested in helping others achieve their goals and really enjoys sharing his passion and experience to help people strategize how to make their dreams a reality.

Ken helps simplify complex material so clients understand the concepts and strategies being utilized.

Out of the office, Ken enjoys practicing hot yoga, gardening, traveling the world, and a wide range of recreational activities. He also finds time to build furniture. Ken and his wife Desiree and their daughter Margot live in University Place, Washington with their two American Cocker Spaniels Bruno and Bosley.

Ken Behm is a representative registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not responsible or liable for ancillary products or services offered by this representative.

Casey Elkins is a founder and managing partner of Elevated Financial Management and Owner of Elevated Retirement Planning. He believes knowledge is power and strives to educate clients in regards to financial literacy and their personal financial options. He does this through comprehensive retirement planning classes at local colleges as well as one on one conversations with clients.

Casey focuses on retirement planning and employs methods to lower tax liabilities, minimize market risk, plan for long term care, and provide a consistent income stream during retirement. He strives to understand his clients wants and needs to ensure that their roadmap for retirement is clear and concise.

If Casey isn’t working, he is with his wife of 12 years. He spends his free time working on car and motorcycle projects or with friends and family.

Robert is a Certified Financial Fiduciary, (CFF), is insurance licensed and has worked in financial services for over 15 years. Using cutting edge technology, he helps his clients maximize their growth and income while defending their portfolios against market downturns. Robert is a 5th generation Washingtonian and when he’s not serving clients, he enjoys spending quality time with his family, friends, golfing and travel.

Ronald M. Ivanick, LUTCF, CFF, CDAA

Family Financial Services, LLC

Crown Capital Securities, L.P.

Independent Certified Financial Fiduciary

Registered Investment Advisor

General Securities Principal

Certified in Digital Assets

Licensed Series 7, 24, 66. & 65

Family Financial Services, Founder, Pres./CEO Independently Established in 2002 to provide the “highest level of advice and service, regardless of a client’s portfolio size”.  I personally work with every client and it’s my privilege to help them to accumulate wealth, protect it and ultimately provide lifetime income in their retirement.  As a trusted advisor to many for the past two decades.  I see successful long-term client relationships as a hallmark of good advice.

*Securities offered through Crown Capital Securities, L.P.  Member FINRA/SIPC

Family Financial Services Corporate office is registered in Wenatchee, WA.

Providing Fiduciary Advice to Individuals, the Self-Employed and Independent Small Business clients in:  WA, OR, CA.

By appointment only.  Virtual or in-person meetings are my pleasure and new clients are always welcome to contact me.  I am currently licensed and travel within WA, OR, and CA.

My expertise is in: Proper asset selection and strategic portfolio construction specializing in equity assets, fixed income, and alternatives with a focus on Growth, Income and Protection.

Ron is 10+ years happily married, together we’re parents to one fur baby and both fans of live music and performances, traveling, dining and azure ocean views.  A long-time member of two nationally known charitable organizations and the past member of several non-profit board of directors.

If you appreciate clear and candid advice based on decades of experiences, business done with old fashioned integrity, dedication, and confidentiality you need look any further.

You can reach me easily the following ways:

Phone (360) 425-6330 or (509) 421-1051

Toll Free, (888) 475-0556

Email, rivanick@crownmail.net

Website, www.FamilyFinancialServicesWA.com

Shawn Contento is a co-founder of Radicle Wealth Management. She began her financial advisory career in 2001 with Diversified Financial Concepts before founding her own firm in 2011, Contento Financial Planning. Shawn attained the Certified Fund Specialist designation in 2012, and her Certified Financial Fiduciary® in 2021. Prior to her career in financial services, Shawn worked in education for 18 years.

For more information regarding Shawn’s background as an investment professional, please visit FINRA’s BrokerCheck.