Richard Smith

Kyle Lunde is a financial advisor at Smartharvest Portfolios with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Catalina Capital Group LLC and Eaton Vance Management. He has also operated as a consultant on multiple occasions throughout his career. Smartharvest Portfolios provides discretionary sub-advisory investment management to other registered advisors serving high-net-worth individuals, families, trusts, estates, and businesses. The firm’s investment process is based on modern portfolio theory and quantitative analysis, employing a mix of equities, ETFs, mutual funds, and fixed income through portfolio optimization and security-by-security selection.

Michael Carter is a CFP® with 42 years of experience in financial advising. He has been with Money Concepts Capital Corp since 1994. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm manages approximately $3.33 billion across about 14,700 clients through a range of managed programs and account structures, employing model portfolios, third-party sub-advisers, and both fundamental and technical analysis.

Michael Stevenson is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2018, following roles at Head Rush Technologies and Zip Flyer LLC. Stevenson serves on the board of the Bainbridge Island Museum of Art and participates in investment committees for Islandwood and the Seattle Bond Club. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, nonprofits, and corporate clients. The firm adheres to fiduciary standards and provides services ranging from retirement plan advisory to private wealth management, using both qualitative and quantitative analysis in its approach.

James Forsyth is a CFP® professional with 28 years of industry experience, currently serving at Commonwealth Financial Network since 2008. He holds Series 63 and Series 66 licenses. Forsyth is also the owner and president of James Forsyth, Inc., a private entity that facilitates securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their retail and institutional clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while providing operational and compliance support to affiliated advisors.

Christian Drew is a financial advisor at Key Investment Services LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Key Investment Services since 2016. Outside of his advisory role, he is a shareholder in Heritage Distilling Inc., a distilling company. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm primarily operates non-discretionary, model-based wrap programs and maintains committees to review third-party strategists and program suitability.

Blaine Shira is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services and LPL Financial, as well as ownership of Shira Financial, LLC. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support while allowing advisors discretion in portfolio construction.