Ross Snyer is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial in Seattle, WA, where he has worked since 2002. He holds the Series 66 designation and operates under the One Oak Wealth Management name as a DBA for his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

George Pierce is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He previously worked at Coldstream Capital Management Inc. from 2016 to 2021. Pierce serves as a director, trustee, and treasurer on the board of the William E Wockner Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Tanner Mendenhall is a financial advisor with LPL Financial based in Seattle, WA, holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at Mercer and Insight Enterprises. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

George Pierce Jr. is a financial advisor at LPL Financial in Seattle, WA, holding the CFP® designation with eight years of industry experience. His prior roles include positions at Coldstream Wealth Management and Boone Wealth Advisors, with a background in education spanning a decade. He is also involved in a used car sales business outside of investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm provides diverse advisory programs and financial planning services supported by research, model portfolios, and various management options.