Ross Snyer is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2002. He is based in Seattle, WA. His outside activities include involvement with One Oak Wealth Management, an entity related to his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

George Pierce is a financial advisor with LPL Financial based in Seattle, WA. He holds a Series 63 designation and has 43 years of industry experience. His prior roles include positions at Coldstream Capital Management and operating his own firm, George R. Pierce & Associates, LLC. Pierce is a board member and treasurer of the William E Wockner Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, utilizing various advisory models and technology tools to support investment decisions.

Tanner Mendenhall is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Mercer and Insight Enterprises, among other roles. He operates under the One Oak Wealth Management DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, using a variety of investment strategies supported by proprietary research and technology.

George Pierce Jr. is a CFP®-designated financial advisor with LPL Financial, based in Seattle, WA, and has eight years of industry experience. His prior roles include positions at Coldstream Wealth Management and Boone Wealth Advisors, as well as a period in education. Outside of advisory services, he is involved in used car sales through a business called D&D Motorsports. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with a variety of investment strategies and tools while managing over $819 billion in discretionary assets.